CPWA
Cerro Pacific Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Buy |
5,364
+241
| +5% | +$44.7K | 0.28% | 68 |
|
|
2025
Q1 | $910K | Sell |
5,123
-49
| -0.9% | -$8.71K | 0.3% | 69 |
|
|
2024
Q4 | $1.02M | Buy |
5,172
+236
| +5% | +$46.6K | 0.34% | 67 |
|
|
2024
Q3 | $847K | Buy |
4,936
+25
| +0.5% | +$4.29K | 0.32% | 69 |
|
|
2024
Q2 | $842K | Buy |
+4,911
| New | +$842K | 0.32% | 70 |
|
|
2023
Q1 | $1.41M | Buy |
8,828
+1,907
| +28% | +$304K | 0.78% | 35 |
|
|
2022
Q4 | $1.12M | Buy |
6,921
+86
| +1% | +$13.9K | 0.59% | 46 |
|
|
2022
Q3 | $917K | Buy |
6,835
+427
| +7% | +$57.3K | 0.56% | 48 |
|
|
2022
Q2 | $981K | Buy |
6,408
+2,270
| +55% | +$348K | 0.61% | 39 |
|
|
2022
Q1 | $671K | Sell |
4,138
-615
| -13% | -$99.7K | 0.41% | 79 |
|
|
2021
Q4 | $644K | Sell |
4,753
-52
| -1% | -$7.05K | 0.41% | 76 |
|
|
2021
Q3 | $518K | Sell |
4,805
-110
| -2% | -$11.9K | 0.37% | 91 |
|
|
2021
Q2 | $554K | Buy |
+4,915
| New | +$554K | 0.41% | 73 |
|
|
2020
Q4 | $878K | Buy |
+8,191
| New | +$878K | 0.52% | 59 |
|