Financial Synergies Wealth Advisors’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-386
| Closed | -$70.3K | – | 71 |
|
2024
Q1 | $70.3K | Buy |
386
+247
| +178% | +$45K | 0.01% | 112 |
|
2023
Q4 | $22.5K | Sell |
139
-244
| -64% | -$39.4K | ﹤0.01% | 131 |
|
2023
Q3 | $57.1K | Sell |
383
-198
| -34% | -$29.5K | 0.01% | 110 |
|
2023
Q2 | $78.2K | Buy |
581
+4
| +0.7% | +$539 | 0.01% | 92 |
|
2023
Q1 | $92K | Buy |
577
+438
| +315% | +$69.8K | 0.01% | 87 |
|
2022
Q4 | $22.5K | Buy |
+139
| New | +$22.5K | ﹤0.01% | 131 |
|