CWA
Consilio Wealth Advisors’s AbbVie ABBV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $474K | Sell |
2,599
-118
| -4% | -$21.5K | 0.17% | 44 |
|
2025
Q1 | $569K | Buy |
2,717
+240
| +10% | +$50.3K | 0.24% | 37 |
|
2024
Q4 | $440K | Buy |
2,477
+270
| +12% | +$48K | 0.18% | 40 |
|
2024
Q3 | $436K | Buy |
2,207
+394
| +22% | +$77.8K | 0.18% | 41 |
|
2024
Q2 | $311K | Sell |
1,813
-91
| -5% | -$15.6K | 0.14% | 42 |
|
2024
Q1 | $347K | Buy |
1,904
+195
| +11% | +$35.5K | 0.16% | 41 |
|
2023
Q4 | $265K | Buy |
+1,709
| New | +$265K | 0.13% | 45 |
|