OWA
Opal Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Sell |
4,950
-371
| -7% | -$68.9K | 0.25% | 45 |
|
|
2025
Q1 | $1.11M | Buy |
5,321
+86
| +2% | +$18K | 0.34% | 34 |
|
|
2024
Q4 | $930K | Buy |
5,235
+53
| +1% | +$9.42K | 0.28% | 50 |
|
|
2024
Q3 | $1.02M | Buy |
5,182
+11
| +0.2% | +$2.17K | 0.32% | 44 |
|
|
2024
Q2 | $887K | Buy |
5,171
+110
| +2% | +$18.9K | 0.28% | 44 |
|
|
2024
Q1 | $922K | Sell |
5,061
-760
| -13% | -$138K | 0.31% | 43 |
|
|
2023
Q4 | $902K | Sell |
5,821
-967
| -14% | -$150K | 0.36% | 44 |
|
|
2023
Q3 | $1.01M | Buy |
6,788
+78
| +1% | +$11.6K | 0.59% | 27 |
|
|
2023
Q2 | $904K | Buy |
6,710
+609
| +10% | +$82.1K | 0.45% | 28 |
|
|
2023
Q1 | $972K | Buy |
6,101
+747
| +14% | +$119K | 0.57% | 20 |
|
|
2022
Q4 | $865K | Buy |
5,354
+115
| +2% | +$18.6K | 0.48% | 31 |
|
|
2022
Q3 | $703K | Buy |
5,239
+322
| +7% | +$43.2K | 0.51% | 28 |
|
|
2022
Q2 | $753K | Buy |
4,917
+69
| +1% | +$10.6K | 0.5% | 29 |
|
|
2022
Q1 | $786K | Buy |
4,848
+27
| +0.6% | +$4.38K | 0.68% | 23 |
|
|
2021
Q4 | $653K | Buy |
4,821
+191
| +4% | +$25.9K | 0.41% | 41 |
|
|
2021
Q3 | $499K | Sell |
4,630
-164
| -3% | -$17.7K | 0.48% | 29 |
|
|
2021
Q2 | $540K | Buy |
4,794
+247
| +5% | +$27.8K | 0.5% | 30 |
|
|
2021
Q1 | $492K | Buy |
4,547
+168
| +4% | +$18.2K | 0.53% | 28 |
|
|
2020
Q4 | $469K | Buy |
+4,379
| New | +$469K | 0.59% | 25 |
|