CWA
Clarus Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,328
| Closed | -$217K | – | 131 |
|
|
2023
Q4 | $217K | Buy |
+1,328
| New | +$217K | 0.13% | 109 |
|
|
2023
Q1 | – | Sell |
-1,266
| Closed | -$202K | – | 126 |
|
|
2022
Q4 | $202K | Sell |
1,266
-264
| -17% | -$42.1K | 0.13% | 114 |
|
|
2022
Q3 | $212K | Buy |
+1,530
| New | +$212K | 0.15% | 104 |
|
|
2022
Q2 | – | Sell |
-1,246
| Closed | -$212K | – | 99 |
|
|
2022
Q1 | $212K | Buy |
+1,246
| New | +$212K | 0.13% | 101 |
|
|
2020
Q3 | – | Sell |
-3,418
| Closed | -$340K | – | 125 |
|
|
2020
Q2 | $340K | Buy |
3,418
+200
| +6% | +$19.9K | 0.29% | 76 |
|
|
2020
Q1 | $236K | Buy |
+3,218
| New | +$236K | 0.24% | 102 |
|
|
2019
Q3 | – | Sell |
-1,758
| Closed | -$128K | – | 148 |
|
|
2019
Q2 | $128K | Buy |
1,758
+15
| +0.9% | +$1.09K | 0.09% | 159 |
|
|
2019
Q1 | $140K | Sell |
1,743
-7
| -0.4% | -$562 | 0.1% | 148 |
|
|
2018
Q4 | $161K | Buy |
1,750
+18
| +1% | +$1.66K | 0.25% | 107 |
|
|
2018
Q3 | $164K | Sell |
1,732
-914
| -35% | -$86.5K | 0.11% | 158 |
|
|
2018
Q2 | $250K | Hold |
2,646
| – | – | 0.19% | 77 |
|
|
2018
Q1 | $250K | Sell |
2,646
-3,238
| -55% | -$306K | 0.23% | 77 |
|
|
2017
Q4 | $569K | Buy |
+5,884
| New | +$569K | 0.55% | 26 |
|