MSWA
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Marshall & Sterling Wealth Advisors’s AbbVie ABBV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$318K Buy
1,727
+9
+0.5% +$1.66K 0.22% 63
2025
Q1
$360K Sell
1,718
-3
-0.2% -$629 0.24% 63
2024
Q4
$306K Buy
+1,721
New +$306K 0.21% 69