CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.56M | Buy |
24,562
+3,053
| +14% | +$567K | 0.08% | 91 |
|
|
2025
Q1 | $4.51M | Sell |
21,509
-77
| -0.4% | -$16.1K | 0.08% | 82 |
|
|
2024
Q4 | $3.84M | Sell |
21,586
-107
| -0.5% | -$19K | 0.07% | 75 |
|
|
2024
Q3 | $4.28M | Buy |
21,693
+11,354
| +110% | +$2.24M | 0.1% | 73 |
|
|
2024
Q2 | $1.77M | Buy |
+10,339
| New | +$1.77M | 0.04% | 116 |
|
|
2022
Q2 | – | Sell |
-10,028
| Closed | -$1.63M | – | 180 |
|
|
2022
Q1 | $1.63M | Buy |
+10,028
| New | +$1.63M | 0.06% | 116 |
|
|
2021
Q4 | – | Sell |
-7,135
| Closed | -$770K | – | 174 |
|
|
2021
Q3 | $770K | Buy |
7,135
+49
| +0.7% | +$5.29K | 0.03% | 168 |
|
|
2021
Q2 | $798K | Buy |
+7,086
| New | +$798K | 0.03% | 171 |
|
|
2019
Q1 | – | Sell |
-13,022
| Closed | -$1.2M | – | 109 |
|
|
2018
Q4 | $1.2M | Sell |
13,022
-59
| -0.5% | -$5.44K | 0.12% | 93 |
|
|
2018
Q3 | $1.24M | Buy |
13,081
+307
| +2% | +$29K | 0.12% | 80 |
|
|
2018
Q2 | $1.18M | Buy |
12,774
+1,634
| +15% | +$151K | 0.12% | 80 |
|
|
2018
Q1 | $1.05M | Sell |
11,140
-42
| -0.4% | -$3.97K | 0.11% | 89 |
|
|
2017
Q4 | $1.08M | Sell |
11,182
-10,431
| -48% | -$1.01M | 0.11% | 83 |
|
|
2017
Q3 | $1.92M | Buy |
21,613
+378
| +2% | +$33.6K | 0.2% | 61 |
|
|
2017
Q2 | $1.54M | Sell |
21,235
-654
| -3% | -$47.4K | 0.17% | 72 |
|
|
2017
Q1 | $1.43M | Buy |
21,889
+1,461
| +7% | +$95.2K | 0.16% | 80 |
|
|
2016
Q4 | $1.28M | Buy |
20,428
+2,224
| +12% | +$139K | 0.15% | 80 |
|
|
2016
Q3 | $1.15M | Buy |
+18,204
| New | +$1.15M | 0.14% | 84 |
|