SWA
Sax Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
7,554
+484
| +7% | +$89.8K | 0.08% | 132 |
|
|
2025
Q1 | $1.48M | Buy |
7,070
+476
| +7% | +$99.7K | 0.11% | 105 |
|
|
2024
Q4 | $1.17M | Buy |
6,594
+810
| +14% | +$144K | 0.09% | 106 |
|
|
2024
Q3 | $1.14M | Buy |
5,784
+314
| +6% | +$62K | 0.1% | 83 |
|
|
2024
Q2 | $938K | Buy |
5,470
+608
| +13% | +$104K | 0.09% | 93 |
|
|
2024
Q1 | $885K | Buy |
4,862
+193
| +4% | +$35.1K | 0.1% | 77 |
|
|
2023
Q4 | $724K | Sell |
4,669
-2,165
| -32% | -$336K | 0.12% | 90 |
|
|
2023
Q3 | $1.02M | Buy |
6,834
+2
| +0% | +$298 | 0.2% | 67 |
|
|
2023
Q2 | $921K | Sell |
6,832
-61
| -0.9% | -$8.22K | 0.18% | 73 |
|
|
2023
Q1 | $1.1M | Sell |
6,893
-740
| -10% | -$118K | 0.24% | 61 |
|
|
2022
Q4 | $1.23M | Buy |
7,633
+70
| +0.9% | +$11.3K | 0.28% | 55 |
|
|
2022
Q3 | $1.02M | Sell |
7,563
-6
| -0.1% | -$805 | 0.26% | 56 |
|
|
2022
Q2 | $1.16M | Buy |
7,569
+16
| +0.2% | +$2.45K | 0.29% | 54 |
|
|
2022
Q1 | $1.22M | Buy |
7,553
+1
| +0% | +$162 | 0.3% | 50 |
|
|
2021
Q4 | $1.02M | Buy |
7,552
+2,250
| +42% | +$305K | 0.21% | 69 |
|
|
2021
Q3 | $572K | Buy |
5,302
+13
| +0.2% | +$1.4K | 0.14% | 99 |
|
|
2021
Q2 | $596K | Buy |
5,289
+202
| +4% | +$22.8K | 0.2% | 90 |
|
|
2021
Q1 | $551K | Buy |
5,087
+1,658
| +48% | +$180K | 0.2% | 87 |
|
|
2020
Q4 | $367K | Buy |
+3,429
| New | +$367K | 0.17% | 88 |
|