KJWM
Kiley Juergens Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,030
| Closed | -$1.5M | – | 66 |
|
|
2023
Q3 | $1.5M | Sell |
10,030
-1,344
| -12% | -$200K | 0.54% | 36 |
|
|
2023
Q2 | $1.53M | Sell |
11,374
-2,395
| -17% | -$323K | 0.53% | 35 |
|
|
2023
Q1 | $2.19M | Buy |
13,769
+144
| +1% | +$22.9K | 0.82% | 31 |
|
|
2022
Q4 | $2.2M | Sell |
13,625
-91
| -0.7% | -$14.7K | 0.92% | 26 |
|
|
2022
Q3 | $1.84M | Buy |
13,716
+10
| +0.1% | +$1.34K | 0.87% | 28 |
|
|
2022
Q2 | $2.1M | Buy |
+13,706
| New | +$2.1M | 0.99% | 24 |
|
|
2022
Q1 | – | Sell |
-13,970
| Closed | -$1.89M | – | 53 |
|
|
2021
Q4 | $1.89M | Buy |
13,970
+1,904
| +16% | +$258K | 0.72% | 28 |
|
|
2021
Q3 | $1.3M | Buy |
+12,066
| New | +$1.3M | 0.57% | 34 |
|
|
2018
Q4 | – | Sell |
-1,761
| Closed | -$166K | – | 41 |
|
|
2018
Q3 | $166K | Buy |
1,761
+721
| +69% | +$68K | 0.12% | 113 |
|
|
2018
Q2 | $96K | Buy |
+1,040
| New | +$96K | 0.09% | 137 |
|
|
2018
Q1 | – | Sell |
-1,055
| Closed | -$102K | – | 84 |
|
|
2017
Q4 | $102K | Buy |
+1,055
| New | +$102K | 0.09% | 128 |
|