OWA
Outlook Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
1,237
+56
| +5% | +$10.4K | 0.06% | 258 |
|
|
2025
Q1 | $247K | Hold |
1,181
| – | – | 0.07% | 244 |
|
|
2024
Q4 | $210K | Sell |
1,181
-50
| -4% | -$8.89K | 0.06% | 245 |
|
|
2024
Q3 | $243K | Buy |
1,231
+38
| +3% | +$7.5K | 0.07% | 234 |
|
|
2024
Q2 | $205K | Sell |
1,193
-50
| -4% | -$8.58K | 0.06% | 252 |
|
|
2024
Q1 | $226K | Sell |
1,243
-408
| -25% | -$74.3K | 0.07% | 243 |
|
|
2023
Q4 | $256K | Buy |
1,651
+86
| +5% | +$13.3K | 0.09% | 190 |
|
|
2023
Q3 | $233K | Hold |
1,565
| – | – | 0.09% | 181 |
|
|
2023
Q2 | $211K | Buy |
+1,565
| New | +$211K | 0.08% | 190 |
|
|
2023
Q1 | – | Sell |
-1,540
| Closed | -$249K | – | 180 |
|
|
2022
Q4 | $249K | Sell |
1,540
-20
| -1% | -$3.23K | 0.12% | 150 |
|
|
2022
Q3 | $210K | Sell |
1,560
-26
| -2% | -$3.5K | 0.09% | 172 |
|
|
2022
Q2 | $243K | Sell |
1,586
-19
| -1% | -$2.91K | 0.1% | 165 |
|
|
2022
Q1 | $261K | Buy |
+1,605
| New | +$261K | 0.09% | 172 |
|
|
2020
Q4 | – | Sell |
-2,578
| Closed | -$226K | – | 182 |
|
|
2020
Q3 | $226K | Sell |
2,578
-585
| -18% | -$51.3K | 0.09% | 157 |
|
|
2020
Q2 | $311K | Sell |
3,163
-1,356
| -30% | -$133K | 0.13% | 141 |
|
|
2020
Q1 | $344K | Sell |
4,519
-887
| -16% | -$67.5K | 0.19% | 108 |
|
|
2019
Q4 | $479K | Sell |
5,406
-4,575
| -46% | -$405K | 0.27% | 67 |
|
|
2019
Q3 | $756K | Buy |
9,981
+488
| +5% | +$37K | 0.45% | 49 |
|
|
2019
Q2 | $690K | Buy |
9,493
+703
| +8% | +$51.1K | 0.45% | 54 |
|
|
2019
Q1 | $708K | Buy |
8,790
+7,632
| +659% | +$615K | 0.58% | 45 |
|
|
2018
Q4 | $1.07M | Buy |
+1,158
| New | +$1.07M | 0.49% | 51 |
|