IWA
Inspirion Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.1M | Buy |
205,477
+4,208
| +2% | +$781K | 5.05% | 7 |
|
|
2025
Q1 | $42.2M | Sell |
201,269
-318
| -0.2% | -$66.6K | 5.86% | 6 |
|
|
2024
Q4 | $36.2M | Sell |
201,587
-725
| -0.4% | -$130K | 5.05% | 6 |
|
|
2024
Q3 | $40M | Sell |
202,312
-4,696
| -2% | -$927K | 5.59% | 6 |
|
|
2024
Q2 | $35.5M | Sell |
207,008
-1,758
| -0.8% | -$302K | 5.43% | 6 |
|
|
2024
Q1 | $38M | Sell |
208,766
-1,769
| -0.8% | -$322K | 6.28% | 6 |
|
|
2023
Q4 | $33.6M | Sell |
210,535
-951
| -0.4% | -$152K | 6.06% | 6 |
|
|
2023
Q3 | $31.5M | Sell |
211,486
-27,078
| -11% | -$4.04M | 6.15% | 6 |
|
|
2023
Q2 | $32.1M | Sell |
238,564
-1,343
| -0.6% | -$181K | 6.16% | 6 |
|
|
2023
Q1 | $38.2M | Sell |
239,907
-5,647
| -2% | -$900K | 7.67% | 3 |
|
|
2022
Q4 | $39.7M | Sell |
245,554
-4,804
| -2% | -$776K | 8.41% | 1 |
|
|
2022
Q3 | $33.6M | Buy |
250,358
+841
| +0.3% | +$113K | 7.58% | 2 |
|
|
2022
Q2 | $38.2M | Sell |
249,517
-131
| -0.1% | -$20.1K | 8.39% | 1 |
|
|
2022
Q1 | $40.5M | Buy |
249,648
+14,917
| +6% | +$2.42M | 8.28% | 1 |
|
|
2021
Q4 | $31.8M | Buy |
234,731
+4,304
| +2% | +$583K | 6.7% | 6 |
|
|
2021
Q3 | $24.9M | Sell |
230,427
-583
| -0.3% | -$62.9K | 5.72% | 9 |
|
|
2021
Q2 | $26M | Sell |
231,010
-3,658
| -2% | -$412K | 6.41% | 9 |
|
|
2021
Q1 | $25.4M | Buy |
234,668
+43,529
| +23% | +$4.71M | 6.73% | 8 |
|
|
2020
Q4 | $20.5M | Buy |
191,139
+2,701
| +1% | +$289K | 5.76% | 10 |
|
|
2020
Q3 | $16.5M | Buy |
188,438
+7,547
| +4% | +$661K | 5.67% | 10 |
|
|
2020
Q2 | $17.8M | Buy |
180,891
+4,805
| +3% | +$472K | 6.97% | 6 |
|
|
2020
Q1 | $13.4M | Buy |
176,086
+2,993
| +2% | +$228K | 6.62% | 6 |
|
|
2019
Q4 | $15.3M | Buy |
173,093
+4,370
| +3% | +$387K | 5.17% | 9 |
|
|
2019
Q3 | $12.8M | Sell |
168,723
-22,219
| -12% | -$1.68M | 5.6% | 8 |
|
|
2019
Q2 | $13.9M | Sell |
190,942
-1,466
| -0.8% | -$107K | 6% | 8 |
|
|
2019
Q1 | $15.5M | Sell |
192,408
-7,136
| -4% | -$575K | 6.87% | 5 |
|
|
2018
Q4 | $18.4M | Sell |
199,544
-2,505
| -1% | -$231K | 9.18% | 3 |
|
|
2018
Q3 | $19.1M | Buy |
202,049
+2,134
| +1% | +$202K | 8.1% | 4 |
|
|
2018
Q2 | $18.5M | Buy |
199,915
+1,471
| +0.7% | +$136K | 8.72% | 4 |
|
|
2018
Q1 | $18.8M | Buy |
198,444
+783
| +0.4% | +$74.1K | 9.18% | 3 |
|
|
2017
Q4 | $19.1M | Sell |
197,661
-4,081
| -2% | -$395K | 9.28% | 3 |
|
|
2017
Q3 | $17.9M | Buy |
201,742
+136
| +0.1% | +$12.1K | 9.09% | 3 |
|
|
2017
Q2 | $14.6M | Sell |
201,606
-1,671
| -0.8% | -$121K | 7.94% | 3 |
|
|
2017
Q1 | $13.2M | Sell |
203,277
-2,573
| -1% | -$168K | 7.49% | 3 |
|
|
2016
Q4 | $12.9M | Sell |
205,850
-3,109
| -1% | -$195K | 8.17% | 3 |
|
|
2016
Q3 | $13.2M | Sell |
208,959
-4,573
| -2% | -$288K | 8.55% | 3 |
|
|
2016
Q2 | $13.2M | Buy |
213,532
+7,962
| +4% | +$493K | 8.64% | 3 |
|
|
2016
Q1 | $11.7M | Buy |
205,570
+4,922
| +2% | +$281K | 8.23% | 3 |
|
|
2015
Q4 | $11.9M | Buy |
200,648
+28,789
| +17% | +$1.71M | 8.72% | 3 |
|
|
2015
Q3 | $9.35M | Sell |
171,859
-2,413
| -1% | -$131K | 7.39% | 3 |
|
|
2015
Q2 | $11.7M | Buy |
174,272
+22,375
| +15% | +$1.5M | 8.66% | 3 |
|
|
2015
Q1 | $8.89M | Buy |
151,897
+1,741
| +1% | +$102K | 7.16% | 3 |
|
|
2014
Q4 | $9.83M | Buy |
+150,156
| New | +$9.83M | 9.11% | 3 |
|