EWA
Evolution Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
1,633
-127
| -7% | -$23.6K | 0.04% | 130 |
|
|
2025
Q1 | $369K | Sell |
1,760
-3
| -0.2% | -$629 | 0.06% | 106 |
|
|
2024
Q4 | $313K | Sell |
1,763
-10
| -0.6% | -$1.78K | 0.05% | 108 |
|
|
2024
Q3 | $349K | Sell |
1,773
-25
| -1% | -$4.93K | 0.06% | 98 |
|
|
2024
Q2 | $308K | Buy |
1,798
+49
| +3% | +$8.39K | 0.06% | 100 |
|
|
2024
Q1 | $318K | Sell |
1,749
-3
| -0.2% | -$546 | 0.06% | 98 |
|
|
2023
Q4 | $272K | Sell |
1,752
-364
| -17% | -$56.4K | 0.05% | 103 |
|
|
2023
Q3 | $315K | Sell |
2,116
-35
| -2% | -$5.22K | 0.07% | 93 |
|
|
2023
Q2 | $290K | Sell |
2,151
-132
| -6% | -$17.8K | 0.06% | 94 |
|
|
2023
Q1 | $364K | Buy |
2,283
+234
| +11% | +$37.3K | 0.09% | 81 |
|
|
2022
Q4 | $331K | Buy |
+2,049
| New | +$331K | 0.08% | 91 |
|
|
2022
Q3 | – | Sell |
-1,504
| Closed | -$231K | – | 110 |
|
|
2022
Q2 | $231K | Hold |
1,504
| – | – | 0.06% | 93 |
|
|
2022
Q1 | $245K | Sell |
1,504
-4
| -0.3% | -$652 | 0.05% | 98 |
|
|
2021
Q4 | $204 | Buy |
1,508
+228
| +18% | +$31 | 0.03% | 131 |
|
|
2021
Q3 | $138K | Buy |
1,280
+104
| +9% | +$11.2K | 0.03% | 132 |
|
|
2021
Q2 | $132K | Sell |
1,176
-165
| -12% | -$18.5K | 0.03% | 149 |
|
|
2021
Q1 | $145K | Buy |
1,341
+115
| +9% | +$12.4K | 0.03% | 124 |
|
|
2020
Q4 | $131K | Buy |
1,226
+206
| +20% | +$22K | 0.03% | 122 |
|
|
2020
Q3 | $89K | Hold |
1,020
| – | – | 0.02% | 149 |
|
|
2020
Q2 | $100K | Buy |
1,020
+280
| +38% | +$27.5K | 0.03% | 113 |
|
|
2020
Q1 | $56K | Buy |
740
+45
| +6% | +$3.41K | 0.02% | 108 |
|
|
2019
Q4 | $62K | Buy |
695
+442
| +175% | +$39.4K | 0.02% | 132 |
|
|
2019
Q3 | $19K | Sell |
253
-535
| -68% | -$40.2K | 0.01% | 95 |
|
|
2019
Q2 | $57K | Buy |
+788
| New | +$57K | 0.02% | 78 |
|