KWA
Kingswood Wealth Advisors’s AbbVie ABBV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.07M | Sell |
11,155
-1,757
| -14% | -$326K | 0.16% | 135 |
|
2025
Q1 | $2.7M | Buy |
12,912
+579
| +5% | +$121K | 0.25% | 94 |
|
2024
Q4 | $2.19M | Sell |
12,333
-24,739
| -67% | -$4.4M | 0.16% | 137 |
|
2024
Q3 | $7.32M | Buy |
37,072
+14,786
| +66% | +$2.92M | 0.52% | 30 |
|
2024
Q2 | $3.82M | Buy |
22,286
+3,054
| +16% | +$524K | 0.34% | 64 |
|
2024
Q1 | $3.5M | Buy |
19,232
+274
| +1% | +$49.9K | 0.4% | 48 |
|
2023
Q4 | $2.94M | Buy |
18,958
+13,637
| +256% | +$2.11M | 0.33% | 63 |
|
2023
Q3 | $3.69M | Sell |
5,321
-3,025
| -36% | -$2.1M | 0.63% | 34 |
|
2023
Q2 | $1.12M | Buy |
+8,346
| New | +$1.12M | 0.36% | 72 |
|