PWAG
Polaris Wealth Advisory Group’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $31.6M | Buy |
212,188
+537
| +0.3% | +$80K | 2.41% | 7 |
|
|
2023
Q2 | $28.5M | Buy |
211,651
+6,394
| +3% | +$861K | 2.16% | 12 |
|
|
2023
Q1 | $32.7M | Sell |
205,257
-41,770
| -17% | -$6.66M | 2.41% | 9 |
|
|
2022
Q4 | $38.8M | Sell |
247,027
-13,858
| -5% | -$2.18M | 2.89% | 3 |
|
|
2022
Q3 | $36.1M | Sell |
260,885
-1,320
| -0.5% | -$183K | 3% | 4 |
|
|
2022
Q2 | $40.2M | Buy |
262,205
+99,768
| +61% | +$15.3M | 3.21% | 3 |
|
|
2022
Q1 | $28.1M | Sell |
162,437
-25,664
| -14% | -$4.45M | 1.88% | 22 |
|
|
2021
Q4 | $25.5M | Sell |
188,101
-4,833
| -3% | -$654K | 1.46% | 27 |
|
|
2021
Q3 | $21.4M | Buy |
192,934
+188,065
| +3,862% | +$20.9M | 1.28% | 37 |
|
|
2021
Q2 | $556K | Buy |
4,869
+762
| +19% | +$87K | 0.03% | 114 |
|
|
2021
Q1 | $442K | Buy |
4,107
+1,383
| +51% | +$149K | 0.03% | 129 |
|
|
2020
Q4 | $292K | Sell |
2,724
-480
| -15% | -$51.5K | 0.02% | 155 |
|
|
2020
Q3 | $282K | Sell |
3,204
-3,222
| -50% | -$284K | 0.03% | 136 |
|
|
2020
Q2 | $637K | Sell |
6,426
-43
| -0.7% | -$4.26K | 0.05% | 99 |
|
|
2020
Q1 | $493K | Sell |
6,469
-370,149
| -98% | -$28.2M | 0.05% | 92 |
|
|
2019
Q4 | $33.6M | Buy |
376,618
+370,298
| +5,859% | +$33.1M | 2.24% | 9 |
|
|
2019
Q3 | $456K | Sell |
6,320
-150
| -2% | -$10.8K | 0.04% | 120 |
|
|
2019
Q2 | $475K | Hold |
6,470
| – | – | 0.04% | 109 |
|
|
2019
Q1 | $523K | Buy |
6,470
+100
| +2% | +$8.08K | 0.04% | 115 |
|
|
2018
Q4 | $587K | Buy |
6,370
+404
| +7% | +$37.2K | 0.06% | 106 |
|
|
2018
Q3 | $564K | Buy |
5,966
+5,696
| +2,110% | +$538K | 0.04% | 107 |
|
|
2018
Q2 | $26K | Sell |
270
-5,873
| -96% | -$566K | ﹤0.01% | 160 |
|
|
2018
Q1 | $581K | Buy |
+6,143
| New | +$581K | 0.05% | 99 |
|