Peak Financial Advisors’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,460
| Closed | -$2.55M | – | 69 |
|
|
2023
Q4 | $2.55M | Buy |
+16,460
| New | +$2.55M | 1.71% | 22 |
|
|
2023
Q1 | – | Sell |
-1,824
| Closed | -$295K | – | 64 |
|
|
2022
Q4 | $295K | Sell |
1,824
-955
| -34% | -$154K | 0.27% | 44 |
|
|
2022
Q3 | $373K | Buy |
2,779
+136
| +5% | +$18.3K | 0.46% | 37 |
|
|
2022
Q2 | $405K | Buy |
2,643
+163
| +7% | +$25K | 0.4% | 45 |
|
|
2022
Q1 | $402K | Buy |
+2,480
| New | +$402K | 0.34% | 57 |
|
|
2021
Q3 | – | Sell |
-5,178
| Closed | -$583K | – | 69 |
|
|
2021
Q2 | $583K | Buy |
5,178
+244
| +5% | +$27.5K | 0.5% | 42 |
|
|
2021
Q1 | $534K | Sell |
4,934
-218
| -4% | -$23.6K | 0.45% | 45 |
|
|
2020
Q4 | $552K | Buy |
+5,152
| New | +$552K | 0.48% | 44 |
|