EWA
EP Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Buy |
127,442
+1,314
| +1% | +$244K | 0.16% | 110 |
|
|
2025
Q1 | $26.4M | Buy |
126,128
+21,090
| +20% | +$4.42M | 0.21% | 87 |
|
|
2024
Q4 | $18.7M | Buy |
105,038
+4,691
| +5% | +$834K | 0.15% | 107 |
|
|
2024
Q3 | $19.8M | Buy |
100,347
+9,298
| +10% | +$1.84M | 0.17% | 105 |
|
|
2024
Q2 | $15.6M | Buy |
91,049
+2,439
| +3% | +$418K | 0.17% | 102 |
|
|
2024
Q1 | $16.1M | Buy |
88,610
+3,439
| +4% | +$626K | 0.19% | 93 |
|
|
2023
Q4 | $13.2M | Sell |
85,171
-2,167
| -2% | -$336K | 0.17% | 95 |
|
|
2023
Q3 | $13M | Buy |
87,338
+81,488
| +1,393% | +$12.1M | 0.2% | 87 |
|
|
2023
Q2 | $12.2M | Sell |
5,850
-89,404
| -94% | -$187M | 0.18% | 89 |
|
|
2023
Q1 | $15.2M | Buy |
95,254
+4,657
| +5% | +$742K | 0.26% | 70 |
|
|
2022
Q4 | $14.6M | Sell |
90,597
-3,378
| -4% | -$546K | 0.26% | 72 |
|
|
2022
Q3 | $12.6M | Buy |
93,975
+62,963
| +203% | +$8.45M | 0.29% | 67 |
|
|
2022
Q2 | $4.75M | Sell |
31,012
-602
| -2% | -$92.2K | 0.11% | 113 |
|
|
2022
Q1 | $5.13M | Buy |
31,614
+116
| +0.4% | +$18.8K | 0.11% | 108 |
|
|
2021
Q4 | $4.27M | Sell |
31,498
-1,157
| -4% | -$157K | 0.1% | 117 |
|
|
2021
Q3 | $3.52M | Sell |
32,655
-3,534
| -10% | -$381K | 0.1% | 117 |
|
|
2021
Q2 | $4.08M | Buy |
36,189
+435
| +1% | +$49K | 0.11% | 118 |
|
|
2021
Q1 | $3.87M | Buy |
35,754
+20,870
| +140% | +$2.26M | 0.12% | 112 |
|
|
2020
Q4 | $1.6M | Buy |
14,884
+4,404
| +42% | +$472K | 0.06% | 145 |
|
|
2020
Q3 | $918K | Sell |
10,480
-532
| -5% | -$46.6K | 0.04% | 166 |
|
|
2020
Q2 | $1.08M | Sell |
11,012
-1,114
| -9% | -$109K | 0.05% | 168 |
|
|
2020
Q1 | $924K | Sell |
12,126
-1,643
| -12% | -$125K | 0.05% | 178 |
|
|
2019
Q4 | $1.22M | Buy |
13,769
+1,363
| +11% | +$121K | 0.05% | 168 |
|
|
2019
Q3 | $939K | Sell |
12,406
-1,059
| -8% | -$80.2K | 0.05% | 170 |
|
|
2019
Q2 | $979K | Buy |
13,465
+4,458
| +49% | +$324K | 0.06% | 130 |
|
|
2019
Q1 | $726K | Buy |
9,007
+533
| +6% | +$43K | 0.07% | 138 |
|
|
2018
Q4 | $781K | Sell |
8,474
-495
| -6% | -$45.6K | 0.06% | 141 |
|
|
2018
Q3 | $848K | Buy |
8,969
+4,250
| +90% | +$402K | 0.07% | 129 |
|
|
2018
Q2 | $437K | Sell |
4,719
-21
| -0.4% | -$1.95K | 0.04% | 129 |
|
|
2018
Q1 | $449K | Buy |
4,740
+1,389
| +41% | +$132K | 0.04% | 125 |
|
|
2017
Q4 | $324K | Sell |
3,351
-14
| -0.4% | -$1.35K | 0.03% | 138 |
|
|
2017
Q3 | $299K | Buy |
3,365
+110
| +3% | +$9.77K | 0.03% | 135 |
|
|
2017
Q2 | $236K | Buy |
+3,255
| New | +$236K | 0.03% | 160 |
|