OWA
Octavia Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Sell |
2,933
-714
| -20% | -$133K | 0.06% | 107 |
|
|
2025
Q1 | $764K | Sell |
3,647
-119
| -3% | -$24.9K | 0.09% | 87 |
|
|
2024
Q4 | $669K | Buy |
3,766
+84
| +2% | +$14.9K | 0.08% | 92 |
|
|
2024
Q3 | $727K | Buy |
3,682
+13
| +0.4% | +$2.57K | 0.09% | 90 |
|
|
2024
Q2 | $629K | Buy |
3,669
+1,148
| +46% | +$197K | 0.09% | 102 |
|
|
2024
Q1 | $459K | Sell |
2,521
-539
| -18% | -$98.2K | 0.07% | 121 |
|
|
2023
Q4 | $474K | Buy |
3,060
+758
| +33% | +$117K | 0.08% | 122 |
|
|
2023
Q3 | $343K | Buy |
2,302
+159
| +7% | +$23.7K | 0.07% | 131 |
|
|
2023
Q2 | $289K | Buy |
2,143
+202
| +10% | +$27.2K | 0.06% | 145 |
|
|
2023
Q1 | $309K | Buy |
1,941
+32
| +2% | +$5.1K | 0.07% | 130 |
|
|
2022
Q4 | $309K | Buy |
1,909
+53
| +3% | +$8.57K | 0.08% | 138 |
|
|
2022
Q3 | $249K | Sell |
1,856
-135
| -7% | -$18.1K | 0.07% | 143 |
|
|
2022
Q2 | $305K | Sell |
1,991
-997
| -33% | -$153K | 0.08% | 124 |
|
|
2022
Q1 | $484K | Sell |
2,988
-37
| -1% | -$5.99K | 0.11% | 103 |
|
|
2021
Q4 | $410K | Sell |
3,025
-177
| -6% | -$24K | 0.09% | 119 |
|
|
2021
Q3 | $345K | Buy |
3,202
+572
| +22% | +$61.6K | 0.09% | 121 |
|
|
2021
Q2 | $296K | Buy |
2,630
+267
| +11% | +$30.1K | 0.08% | 135 |
|
|
2021
Q1 | $256K | Buy |
+2,363
| New | +$256K | 0.08% | 146 |
|