BWA
Burt Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
1,868
+1
| +0.1% | +$186 | 0.08% | 91 |
|
|
2025
Q1 | $391K | Sell |
1,867
-99
| -5% | -$20.7K | 0.1% | 71 |
|
|
2024
Q4 | $349K | Hold |
1,966
| – | – | 0.09% | 83 |
|
|
2024
Q3 | $388K | Sell |
1,966
-6
| -0.3% | -$1.19K | 0.1% | 74 |
|
|
2024
Q2 | $338K | Sell |
1,972
-15
| -0.8% | -$2.57K | 0.09% | 78 |
|
|
2024
Q1 | $362K | Sell |
1,987
-458
| -19% | -$83.4K | 0.09% | 83 |
|
|
2023
Q4 | $379K | Hold |
2,445
| – | – | 0.11% | 70 |
|
|
2023
Q3 | $364K | Sell |
2,445
-78
| -3% | -$11.6K | 0.11% | 66 |
|
|
2023
Q2 | $340K | Sell |
2,523
-294
| -10% | -$39.6K | 0.1% | 75 |
|
|
2023
Q1 | $449K | Buy |
2,817
+114
| +4% | +$18.2K | 0.14% | 59 |
|
|
2022
Q4 | $437K | Sell |
2,703
-207
| -7% | -$33.5K | 0.15% | 64 |
|
|
2022
Q3 | $391K | Buy |
2,910
+1
| +0% | +$134 | 0.16% | 52 |
|
|
2022
Q2 | $446K | Hold |
2,909
| – | – | 0.16% | 50 |
|
|
2022
Q1 | $472K | Buy |
2,909
+300
| +11% | +$48.7K | 0.14% | 54 |
|
|
2021
Q4 | $353K | Hold |
2,609
| – | – | 0.12% | 65 |
|
|
2021
Q3 | $281K | Hold |
2,609
| – | – | 0.09% | 78 |
|
|
2021
Q2 | $294K | Hold |
2,609
| – | – | 0.11% | 71 |
|
|
2021
Q1 | $282K | Sell |
2,609
-196
| -7% | -$21.2K | 0.1% | 73 |
|
|
2020
Q4 | $301K | Hold |
2,805
| – | – | 0.1% | 69 |
|
|
2020
Q3 | $246K | Hold |
2,805
| – | – | 0.09% | 70 |
|
|
2020
Q2 | $275K | Sell |
2,805
-31
| -1% | -$3.04K | 0.11% | 63 |
|
|
2020
Q1 | $216K | Hold |
2,836
| – | – | 0.1% | 72 |
|
|
2019
Q4 | $251K | Hold |
2,836
| – | – | 0.1% | 72 |
|
|
2019
Q3 | $215K | Hold |
2,836
| – | – | 0.09% | 77 |
|
|
2019
Q2 | $206K | Sell |
2,836
-645
| -19% | -$46.9K | 0.09% | 79 |
|
|
2019
Q1 | $281K | Hold |
3,481
| – | – | 0.13% | 64 |
|
|
2018
Q4 | $321K | Buy |
3,481
+325
| +10% | +$30K | 0.15% | 60 |
|
|
2018
Q3 | $298K | Hold |
3,156
| – | – | 0.14% | 61 |
|
|
2018
Q2 | $292K | Hold |
3,156
| – | – | 0.14% | 59 |
|
|
2018
Q1 | $299K | Sell |
3,156
-150
| -5% | -$14.2K | 0.15% | 59 |
|
|
2017
Q4 | $320K | Buy |
3,306
+200
| +6% | +$19.4K | 0.2% | 55 |
|
|
2017
Q3 | $276K | Hold |
3,106
| – | – | 0.18% | 57 |
|
|
2017
Q2 | $225K | Buy |
3,106
+400
| +15% | +$29K | 0.16% | 60 |
|
|
2017
Q1 | $176K | Sell |
2,706
-1,309
| -33% | -$85.1K | 0.13% | 70 |
|
|
2016
Q4 | $251K | Buy |
4,015
+309
| +8% | +$19.3K | 0.22% | 58 |
|
|
2016
Q3 | $233K | Hold |
3,706
| – | – | 0.25% | 53 |
|
|
2016
Q2 | $229K | Sell |
3,706
-1,016
| -22% | -$62.8K | 0.25% | 50 |
|
|
2016
Q1 | $237K | Sell |
4,722
-984
| -17% | -$49.4K | 0.22% | 55 |
|
|
2015
Q4 | $338K | Sell |
5,706
-2,190
| -28% | -$130K | 0.27% | 41 |
|
|
2015
Q3 | $429K | Sell |
7,896
-6,500
| -45% | -$353K | 0.53% | 27 |
|
|
2015
Q2 | $967K | Buy |
14,396
+13,690
| +1,939% | +$920K | 1.05% | 14 |
|
|
2015
Q1 | $41K | Sell |
706
-345
| -33% | -$20K | 0.04% | 152 |
|
|
2014
Q4 | $66K | Buy |
+1,051
| New | +$66K | 0.07% | 121 |
|