Invera Wealth Advisors’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $419K | Hold |
2,000
| – | – | 0.49% | 38 |
|
2024
Q4 | $341K | Hold |
2,000
| – | – | 0.34% | 40 |
|
2024
Q3 | $401K | Hold |
2,000
| – | – | 0.4% | 37 |
|
2024
Q2 | $340K | Hold |
2,000
| – | – | 0.35% | 41 |
|
2024
Q1 | $329K | Hold |
2,000
| – | – | 0.28% | 57 |
|
2023
Q4 | $310K | Buy |
+2,000
| New | +$310K | 0.19% | 85 |
|