CWS
Cypress Wealth Services’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
2,764
-78
| -3% | -$14.5K | 0.09% | 170 |
|
|
2025
Q1 | $596K | Buy |
2,842
+51
| +2% | +$10.7K | 0.12% | 136 |
|
|
2024
Q4 | $496K | Buy |
2,791
+53
| +2% | +$9.42K | 0.1% | 156 |
|
|
2024
Q3 | $541K | Buy |
2,738
+156
| +6% | +$30.8K | 0.11% | 143 |
|
|
2024
Q2 | $443K | Buy |
2,582
+98
| +4% | +$16.8K | 0.1% | 157 |
|
|
2024
Q1 | $452K | Buy |
2,484
+874
| +54% | +$159K | 0.11% | 152 |
|
|
2023
Q4 | $250K | Buy |
1,610
+1
| +0.1% | +$155 | 0.06% | 205 |
|
|
2023
Q3 | $240K | Buy |
1,609
+11
| +0.7% | +$1.64K | 0.07% | 205 |
|
|
2023
Q2 | $215K | Buy |
+1,598
| New | +$215K | 0.06% | 224 |
|
|
2021
Q3 | – | Sell |
-6,679
| Closed | -$752K | – | 227 |
|
|
2021
Q2 | $752K | Sell |
6,679
-836
| -11% | -$94.1K | 0.21% | 90 |
|
|
2021
Q1 | $813K | Sell |
7,515
-68
| -0.9% | -$7.36K | 0.17% | 102 |
|
|
2020
Q4 | $813K | Buy |
+7,583
| New | +$813K | 0.18% | 93 |
|
|
2020
Q3 | – | Sell |
-32,927
| Closed | -$3.23M | – | 2 |
|
|
2020
Q2 | $3.23M | Buy |
32,927
+910
| +3% | +$89.4K | 0.77% | 41 |
|
|
2020
Q1 | $2.44M | Buy |
32,017
+254
| +0.8% | +$19.3K | 0.72% | 44 |
|
|
2019
Q4 | $2.81M | Buy |
31,763
+62
| +0.2% | +$5.49K | 0.71% | 44 |
|
|
2019
Q3 | $2.4M | Buy |
31,701
+163
| +0.5% | +$12.3K | 0.66% | 49 |
|
|
2019
Q2 | $2.29M | Buy |
31,538
+1,429
| +5% | +$104K | 0.66% | 48 |
|
|
2019
Q1 | $2.43M | Buy |
30,109
+574
| +2% | +$46.3K | 0.77% | 41 |
|
|
2018
Q4 | $2.72M | Buy |
29,535
+239
| +0.8% | +$22K | 1.08% | 27 |
|
|
2018
Q3 | $2.77M | Sell |
29,296
-2
| -0% | -$189 | 0.99% | 28 |
|
|
2018
Q2 | $2.71M | Buy |
29,298
+2,609
| +10% | +$242K | 1.03% | 28 |
|
|
2018
Q1 | $2.53M | Buy |
26,689
+2
| +0% | +$189 | 1.08% | 28 |
|
|
2017
Q4 | $2.58M | Buy |
+26,687
| New | +$2.58M | 1.07% | 29 |
|