PWA
Phoenix Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
14,026
+12,087
| +623% | +$2.24M | 1.09% | 27 |
|
|
2025
Q1 | $406K | Sell |
1,939
-16
| -0.8% | -$3.35K | 0.18% | 87 |
|
|
2024
Q4 | $347K | Hold |
1,955
| – | – | 0.15% | 89 |
|
|
2024
Q3 | $386K | Sell |
1,955
-500
| -20% | -$98.7K | 0.18% | 88 |
|
|
2024
Q2 | $421K | Buy |
2,455
+40
| +2% | +$6.86K | 0.21% | 81 |
|
|
2024
Q1 | $440K | Hold |
2,415
| – | – | 0.27% | 72 |
|
|
2023
Q4 | $386K | Hold |
2,415
| – | – | 0.27% | 69 |
|
|
2023
Q3 | $360K | Hold |
2,415
| – | – | 0.21% | 67 |
|
|
2023
Q2 | $325K | Hold |
2,415
| – | – | 0.19% | 78 |
|
|
2023
Q1 | $385K | Hold |
2,415
| – | – | 0.24% | 60 |
|
|
2022
Q4 | $390K | Sell |
2,415
-59
| -2% | -$9.54K | 0.23% | 55 |
|
|
2022
Q3 | $332K | Sell |
2,474
-32
| -1% | -$4.29K | 0.33% | 68 |
|
|
2022
Q2 | $384K | Buy |
+2,506
| New | +$384K | 0.38% | 59 |
|
|
2022
Q1 | – | Sell |
-2,868
| Closed | -$388K | – | 92 |
|
|
2021
Q4 | $388K | Hold |
2,868
| – | – | 0.29% | 77 |
|
|
2021
Q3 | $309K | Buy |
2,868
+250
| +10% | +$26.9K | 0.23% | 89 |
|
|
2021
Q2 | $303K | Buy |
2,618
+21
| +0.8% | +$2.43K | 0.22% | 94 |
|
|
2021
Q1 | $282K | Buy |
2,597
+282
| +12% | +$30.6K | 0.22% | 86 |
|
|
2020
Q4 | $248K | Buy |
+2,315
| New | +$248K | 0.19% | 92 |
|