CWM
Compass Wealth Management’s AbbVie ABBV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.34M | Sell |
28,780
-45
| -0.2% | -$8.35K | 1.27% | 25 |
|
2025
Q1 | $6.04M | Sell |
28,825
-747
| -3% | -$157K | 1.54% | 14 |
|
2024
Q4 | $5.25M | Buy |
29,572
+1,449
| +5% | +$257K | 1.27% | 23 |
|
2024
Q3 | $5.55M | Sell |
28,123
-1,211
| -4% | -$239K | 1.31% | 25 |
|
2024
Q2 | $5.03M | Buy |
29,334
+710
| +2% | +$122K | 1.24% | 27 |
|
2024
Q1 | $5.21M | Buy |
28,624
+580
| +2% | +$106K | 1.3% | 22 |
|
2023
Q4 | $4.35M | Buy |
28,044
+2,915
| +12% | +$452K | 1.21% | 26 |
|
2023
Q3 | $3.75M | Buy |
25,129
+1,363
| +6% | +$203K | 1.18% | 30 |
|
2023
Q2 | $3.2M | Sell |
23,766
-252
| -1% | -$34K | 0.97% | 39 |
|
2023
Q1 | $3.83M | Sell |
24,018
-635
| -3% | -$101K | 1.22% | 29 |
|
2022
Q4 | $3.98M | Buy |
+24,653
| New | +$3.98M | 1.31% | 24 |
|