CWA
Canvas Wealth Advisors’s AbbVie ABBV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $468K | Buy |
2,482
+129
| +5% | +$24.3K | 0.09% | 116 |
|
2025
Q1 | $409K | Buy |
2,353
+7
| +0.3% | +$1.22K | 0.11% | 113 |
|
2024
Q4 | $417K | Buy |
2,346
+1
| +0% | +$178 | 0.1% | 107 |
|
2024
Q3 | $463K | Buy |
2,345
+1,169
| +99% | +$231K | 0.13% | 97 |
|
2024
Q2 | $220K | Buy |
+1,176
| New | +$220K | 0.07% | 139 |
|
2024
Q1 | – | Sell |
-1,273
| Closed | -$207K | – | 147 |
|
2023
Q4 | $207K | Sell |
1,273
-125
| -9% | -$20.3K | 0.08% | 121 |
|
2023
Q3 | $204K | Buy |
+1,398
| New | +$204K | 0.08% | 118 |
|
2023
Q2 | – | Sell |
-1,464
| Closed | -$218K | – | 129 |
|
2023
Q1 | $218K | Buy |
+1,464
| New | +$218K | 0.09% | 129 |
|
2022
Q1 | – | Sell |
-2,873
| Closed | -$389K | – | 143 |
|
2021
Q4 | $389K | Buy |
2,873
+646
| +29% | +$87.5K | 0.14% | 101 |
|
2021
Q3 | $240K | Sell |
2,227
-460
| -17% | -$49.6K | 0.1% | 107 |
|
2021
Q2 | $303K | Buy |
2,687
+613
| +30% | +$69.1K | 0.14% | 94 |
|
2021
Q1 | $225K | Buy |
+2,074
| New | +$225K | 0.13% | 103 |
|