EWA
EverSource Wealth Advisors’s AbbVie ABBV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.96M | Sell |
10,582
-973
| -8% | -$181K | 0.09% | 166 |
|
2025
Q1 | $2.42M | Buy |
11,555
+737
| +7% | +$154K | 0.13% | 135 |
|
2024
Q4 | $1.92M | Buy |
10,818
+1,119
| +12% | +$199K | 0.11% | 154 |
|
2024
Q3 | $1.92M | Buy |
9,699
+1,037
| +12% | +$205K | 0.12% | 145 |
|
2024
Q2 | $1.61M | Buy |
8,662
+1,857
| +27% | +$344K | 0.11% | 153 |
|
2024
Q1 | $1.11M | Buy |
6,805
+1,943
| +40% | +$316K | 0.09% | 168 |
|
2023
Q4 | $754K | Sell |
4,862
-4,047
| -45% | -$627K | 0.07% | 195 |
|
2023
Q3 | $1.33M | Sell |
8,909
-655
| -7% | -$97.6K | 0.14% | 134 |
|
2023
Q2 | $1.29M | Buy |
9,564
+3,065
| +47% | +$413K | 0.14% | 133 |
|
2023
Q1 | $1.04M | Sell |
6,499
-116
| -2% | -$18.5K | 0.13% | 136 |
|
2022
Q4 | $1.07M | Buy |
6,615
+1,420
| +27% | +$230K | 0.16% | 115 |
|
2022
Q3 | $698K | Sell |
5,195
-470
| -8% | -$63.1K | 0.16% | 121 |
|
2022
Q2 | $868K | Sell |
5,665
-422
| -7% | -$64.7K | 0.22% | 80 |
|
2022
Q1 | $987K | Buy |
6,087
+3,327
| +121% | +$539K | 0.25% | 70 |
|
2021
Q4 | $374K | Buy |
+2,760
| New | +$374K | 0.1% | 150 |
|