IWA
IBEX Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
58,426
+1,610
| +3% | +$299K | 1.16% | 24 |
|
|
2025
Q1 | $11.9M | Buy |
56,816
+1,272
| +2% | +$267K | 1.57% | 13 |
|
|
2024
Q4 | $9.87M | Sell |
55,544
-143
| -0.3% | -$25.4K | 1.16% | 21 |
|
|
2024
Q3 | $11M | Buy |
55,687
+3,131
| +6% | +$618K | 3.01% | 7 |
|
|
2024
Q2 | $9.01M | Buy |
52,556
+1,969
| +4% | +$338K | 1.41% | 20 |
|
|
2024
Q1 | $8.18M | Buy |
50,587
+50,538
| +103,139% | +$8.17M | 2.22% | 14 |
|
|
2023
Q4 | $7.66K | Sell |
49
-50,121
| -100% | -$7.83M | 1.66% | 16 |
|
|
2023
Q3 | $7.48M | Buy |
+50,170
| New | +$7.48M | 1.9% | 11 |
|
|
2023
Q1 | $8.76M | Buy |
54,976
+4,389
| +9% | +$700K | 2.27% | 8 |
|
|
2022
Q4 | $8.18M | Sell |
50,587
-13,351
| -21% | -$2.16M | 1.85% | 15 |
|
|
2022
Q3 | $8.58M | Buy |
63,938
+13,392
| +26% | +$1.8M | 2.23% | 10 |
|
|
2022
Q2 | $7.74M | Buy |
50,546
+811
| +2% | +$124K | 1.78% | 9 |
|
|
2022
Q1 | $8.06M | Buy |
49,735
+4,681
| +10% | +$759K | 1.54% | 12 |
|
|
2021
Q4 | $6.1M | Buy |
45,054
+4,822
| +12% | +$653K | 1.08% | 27 |
|
|
2021
Q3 | $4.34M | Buy |
40,232
+3,072
| +8% | +$331K | 0.84% | 44 |
|
|
2021
Q2 | $4.19M | Buy |
+37,160
| New | +$4.19M | 0.84% | 45 |
|
|
2020
Q4 | – | Sell |
-30,319
| Closed | -$2.66M | – | 102 |
|
|
2020
Q3 | $2.66M | Buy |
30,319
+1,309
| +5% | +$115K | 0.77% | 57 |
|
|
2020
Q2 | $2.85M | Buy |
+29,010
| New | +$2.85M | 0.92% | 48 |
|
|
2019
Q2 | – | Sell |
-29,038
| Closed | -$2.34M | – | 381 |
|
|
2019
Q1 | $2.34M | Buy |
29,038
+17,743
| +157% | +$1.43M | 0.82% | 53 |
|
|
2018
Q4 | $1.04M | Buy |
+11,295
| New | +$1.04M | 0.48% | 56 |
|
|
2018
Q1 | – | Sell |
-16,767
| Closed | -$1.67M | – | 85 |
|
|
2017
Q4 | $1.67M | Buy |
16,767
+2,246
| +15% | +$223K | 0.74% | 50 |
|
|
2017
Q3 | $1.32M | Buy |
14,521
+853
| +6% | +$77.4K | 0.49% | 69 |
|
|
2017
Q2 | $981K | Sell |
13,668
-98
| -0.7% | -$7.03K | 0.39% | 79 |
|
|
2017
Q1 | $894K | Sell |
13,766
-21,540
| -61% | -$1.4M | 0.55% | 54 |
|
|
2016
Q4 | $2.16M | Sell |
35,306
-14,973
| -30% | -$916K | 1.03% | 35 |
|
|
2016
Q3 | $3.17M | Buy |
+50,279
| New | +$3.17M | 1.74% | 17 |
|