DWA
Dougherty Wealth Advisers’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Hold |
604
| – | – | 0.07% | 57 |
|
|
2025
Q1 | $127K | Hold |
604
| – | – | 0.09% | 53 |
|
|
2024
Q4 | $107K | Hold |
604
| – | – | 0.08% | 58 |
|
|
2024
Q3 | $119K | Sell |
604
-38
| -6% | -$7.5K | 0.09% | 52 |
|
|
2024
Q2 | $110K | Hold |
642
| – | – | 0.1% | 53 |
|
|
2024
Q1 | $117K | Hold |
642
| – | – | 0.1% | 51 |
|
|
2023
Q4 | $99.5K | Hold |
642
| – | – | 0.09% | 61 |
|
|
2023
Q3 | $95.7K | Hold |
642
| – | – | 0.11% | 53 |
|
|
2023
Q2 | $86.5K | Sell |
642
-73
| -10% | -$9.84K | 0.12% | 61 |
|
|
2023
Q1 | $114K | Sell |
715
-715
| -50% | -$114K | 0.17% | 49 |
|
|
2022
Q4 | $231K | Hold |
1,430
| – | – | 0.38% | 30 |
|
|
2022
Q3 | $192K | Hold |
1,430
| – | – | 0.38% | 30 |
|
|
2022
Q2 | $219K | Hold |
1,430
| – | – | 0.41% | 27 |
|
|
2022
Q1 | $232K | Hold |
1,430
| – | – | 0.35% | 31 |
|
|
2021
Q4 | $194K | Hold |
1,430
| – | – | 0.27% | 40 |
|
|
2021
Q3 | $154K | Hold |
1,430
| – | – | 0.23% | 43 |
|
|
2021
Q2 | $161K | Hold |
1,430
| – | – | 0.24% | 42 |
|
|
2021
Q1 | $155K | Hold |
1,430
| – | – | 0.23% | 41 |
|
|
2020
Q4 | $153K | Hold |
1,430
| – | – | 0.24% | 42 |
|
|
2020
Q3 | $125K | Hold |
1,430
| – | – | 0.43% | 45 |
|
|
2020
Q2 | $140K | Hold |
1,430
| – | – | 0.51% | 40 |
|
|
2020
Q1 | $109K | Hold |
1,430
| – | – | 0.43% | 48 |
|
|
2019
Q4 | $127K | Hold |
1,430
| – | – | 0.39% | 50 |
|
|
2019
Q3 | $108K | Sell |
1,430
-300
| -17% | -$22.7K | 0.36% | 52 |
|
|
2019
Q2 | $126K | Hold |
1,730
| – | – | 0.36% | 56 |
|
|
2019
Q1 | $139K | Sell |
1,730
-850
| -33% | -$68.3K | 0.47% | 44 |
|
|
2018
Q4 | $204K | Buy |
+2,580
| New | +$204K | 0.67% | 36 |
|