IWA
IVC Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
1,439
-39
| -3% | -$7.24K | 0.13% | 141 |
|
|
2025
Q1 | $310K | Sell |
1,478
-23
| -2% | -$4.82K | 0.17% | 122 |
|
|
2024
Q4 | $267K | Sell |
1,501
-36
| -2% | -$6.4K | 0.15% | 131 |
|
|
2024
Q3 | $304K | Sell |
1,537
-64
| -4% | -$12.6K | 0.17% | 122 |
|
|
2024
Q2 | $275K | Sell |
1,601
-153
| -9% | -$26.2K | 0.15% | 128 |
|
|
2024
Q1 | $319K | Buy |
1,754
+112
| +7% | +$20.4K | 0.18% | 116 |
|
|
2023
Q4 | $254K | Sell |
1,642
-62
| -4% | -$9.61K | 0.16% | 127 |
|
|
2023
Q3 | $254K | Buy |
+1,704
| New | +$254K | 0.17% | 119 |
|
|
2023
Q2 | – | Sell |
-1,498
| Closed | -$239K | – | 161 |
|
|
2023
Q1 | $239K | Sell |
1,498
-146
| -9% | -$23.3K | 0.17% | 121 |
|
|
2022
Q4 | $266K | Sell |
1,644
-2
| -0.1% | -$323 | 0.2% | 116 |
|
|
2022
Q3 | $221K | Buy |
1,646
+114
| +7% | +$15.3K | 0.18% | 128 |
|
|
2022
Q2 | $235K | Buy |
1,532
+1
| +0.1% | +$153 | 0.18% | 121 |
|
|
2022
Q1 | $248K | Buy |
+1,531
| New | +$248K | 0.16% | 128 |
|