RPWA
Regent Peak Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.2M | Buy |
5,716
+55
| +1% | +$11.5K | 0.28% | 44 |
|
|
2024
Q4 | $1.01M | Buy |
5,661
+10
| +0.2% | +$1.78K | 0.23% | 47 |
|
|
2024
Q3 | $1.12M | Buy |
5,651
+5
| +0.1% | +$987 | 0.26% | 59 |
|
|
2024
Q2 | $968K | Sell |
5,646
-2
| -0% | -$343 | 0.22% | 64 |
|
|
2024
Q1 | $1.03M | Buy |
5,648
+6
| +0.1% | +$1.09K | 0.26% | 59 |
|
|
2023
Q4 | $874K | Buy |
5,642
+55
| +1% | +$8.52K | 0.24% | 59 |
|
|
2023
Q3 | $833K | Sell |
5,587
-150
| -3% | -$22.4K | 0.25% | 63 |
|
|
2023
Q2 | $773K | Sell |
5,737
-188
| -3% | -$25.3K | 0.23% | 65 |
|
|
2023
Q1 | $944K | Sell |
5,925
-98
| -2% | -$15.6K | 0.29% | 52 |
|
|
2022
Q4 | $974K | Buy |
6,023
+47
| +0.8% | +$7.6K | 0.32% | 56 |
|
|
2022
Q3 | $802K | Sell |
5,976
-302
| -5% | -$40.5K | 0.28% | 63 |
|
|
2022
Q2 | $961K | Buy |
6,278
+108
| +2% | +$16.5K | 0.31% | 57 |
|
|
2022
Q1 | $1M | Buy |
6,170
+355
| +6% | +$57.5K | 0.29% | 55 |
|
|
2021
Q4 | $787K | Buy |
5,815
+168
| +3% | +$22.7K | 0.21% | 67 |
|
|
2021
Q3 | $609K | Sell |
5,647
-4
| -0.1% | -$431 | 0.17% | 80 |
|
|
2021
Q2 | $657K | Buy |
5,651
+325
| +6% | +$37.8K | 0.18% | 76 |
|
|
2021
Q1 | $576K | Buy |
5,326
+301
| +6% | +$32.6K | 0.19% | 82 |
|
|
2020
Q4 | $539K | Buy |
5,025
+219
| +5% | +$23.5K | 0.18% | 79 |
|
|
2020
Q3 | $421K | Buy |
4,806
+323
| +7% | +$28.3K | 0.18% | 80 |
|
|
2020
Q2 | $440K | Buy |
4,483
+192
| +4% | +$18.8K | 0.2% | 72 |
|
|
2020
Q1 | $326K | Sell |
4,291
-1,090
| -20% | -$82.8K | 0.18% | 78 |
|
|
2019
Q4 | $476K | Buy |
+5,381
| New | +$476K | 0.22% | 75 |
|