EWA
Encompass Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Buy |
2,043
+10
| +0.5% | +$1.86K | 0.14% | 76 |
|
|
2025
Q1 | $426K | Sell |
2,033
-23
| -1% | -$4.82K | 0.17% | 70 |
|
|
2024
Q4 | $365K | Buy |
2,056
+110
| +6% | +$19.5K | 0.15% | 74 |
|
|
2024
Q3 | $384K | Sell |
1,946
-99
| -5% | -$19.5K | 0.1% | 173 |
|
|
2024
Q2 | $351K | Buy |
2,045
+176
| +9% | +$30.2K | 0.09% | 171 |
|
|
2024
Q1 | $340K | Sell |
1,869
-11
| -0.6% | -$2K | 0.09% | 184 |
|
|
2023
Q4 | $291K | Buy |
1,880
+7
| +0.4% | +$1.09K | 0.09% | 172 |
|
|
2023
Q3 | $279K | Buy |
1,873
+1
| +0.1% | +$149 | 0.09% | 163 |
|
|
2023
Q2 | $252K | Sell |
1,872
-4
| -0.2% | -$539 | 0.08% | 177 |
|
|
2023
Q1 | $299K | Buy |
1,876
+1
| +0.1% | +$159 | 0.1% | 162 |
|
|
2022
Q4 | $303K | Hold |
1,875
| – | – | 0.11% | 150 |
|
|
2022
Q3 | $252K | Sell |
1,875
-5
| -0.3% | -$672 | 0.1% | 164 |
|
|
2022
Q2 | $288K | Sell |
1,880
-20
| -1% | -$3.06K | 0.1% | 157 |
|
|
2022
Q1 | $308K | Sell |
1,900
-3
| -0.2% | -$486 | 0.08% | 172 |
|
|
2021
Q4 | $258K | Buy |
+1,903
| New | +$258K | 0.06% | 195 |
|
|
2021
Q3 | – | Sell |
-1,803
| Closed | -$203K | – | 360 |
|
|
2021
Q2 | $203K | Hold |
1,803
| – | – | 0.05% | 218 |
|
|
2021
Q1 | $205K | Buy |
+1,803
| New | +$205K | 0.05% | 215 |
|