CWA
CM Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Hold |
3,367
| – | – | 0.18% | 46 |
|
|
2025
Q1 | $705K | Hold |
3,367
| – | – | 0.23% | 44 |
|
|
2024
Q4 | $598K | Hold |
3,367
| – | – | 0.2% | 49 |
|
|
2024
Q3 | $665K | Hold |
3,367
| – | – | 0.22% | 45 |
|
|
2024
Q2 | $578K | Sell |
3,367
-1,712
| -34% | -$294K | 0.27% | 36 |
|
|
2024
Q1 | $833K | Buy |
5,079
+1,696
| +50% | +$278K | 0.24% | 40 |
|
|
2023
Q4 | $524K | Hold |
3,383
| – | – | 0.23% | 42 |
|
|
2023
Q3 | $467K | Sell |
3,383
-1,716
| -34% | -$237K | 0.18% | 45 |
|
|
2023
Q2 | $777K | Sell |
5,099
-3,620
| -42% | -$551K | 0.25% | 37 |
|
|
2023
Q1 | $1.42M | Buy |
8,719
+5,917
| +211% | +$966K | 0.28% | 86 |
|
|
2022
Q4 | $453K | Sell |
2,802
-801
| -22% | -$129K | 0.23% | 43 |
|
|
2022
Q3 | $484M | Hold |
3,603
| – | – | 0.27% | 38 |
|
|
2022
Q2 | $552K | Buy |
+3,603
| New | +$552K | 0.34% | 35 |
|