SWA
SFMG Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
5,651
-823
| -13% | -$153K | 0.08% | 99 |
|
|
2025
Q1 | $1.36M | Sell |
6,474
-581
| -8% | -$122K | 0.11% | 89 |
|
|
2024
Q4 | $1.25M | Sell |
7,055
-5
| -0.1% | -$889 | 0.1% | 91 |
|
|
2024
Q3 | $1.39M | Sell |
7,060
-31
| -0.4% | -$6.12K | 0.11% | 83 |
|
|
2024
Q2 | $1.22M | Sell |
7,091
-29
| -0.4% | -$4.97K | 0.11% | 85 |
|
|
2024
Q1 | $1.3M | Sell |
7,120
-392
| -5% | -$71.4K | 0.11% | 85 |
|
|
2023
Q4 | $1.16M | Sell |
7,512
-429
| -5% | -$66.5K | 0.11% | 86 |
|
|
2023
Q3 | $1.18M | Buy |
7,941
+247
| +3% | +$36.8K | 0.12% | 79 |
|
|
2023
Q2 | $1.04M | Sell |
7,694
-63
| -0.8% | -$8.49K | 0.11% | 85 |
|
|
2023
Q1 | $1.24M | Buy |
7,757
+923
| +14% | +$147K | 0.13% | 80 |
|
|
2022
Q4 | $1.1M | Sell |
6,834
-11,941
| -64% | -$1.93M | 0.12% | 85 |
|
|
2022
Q3 | $2.63M | Buy |
18,775
+115
| +0.6% | +$16.1K | 0.31% | 44 |
|
|
2022
Q2 | $2.86M | Sell |
18,660
-5,808
| -24% | -$890K | 0.33% | 41 |
|
|
2022
Q1 | $3.97M | Sell |
24,468
-11,884
| -33% | -$1.93M | 0.39% | 38 |
|
|
2021
Q4 | $4.92M | Buy |
36,352
+1,524
| +4% | +$206K | 0.48% | 26 |
|
|
2021
Q3 | $3.76M | Buy |
34,828
+253
| +0.7% | +$27.3K | 0.42% | 32 |
|
|
2021
Q2 | $3.9M | Sell |
34,575
-116
| -0.3% | -$13.1K | 0.43% | 30 |
|
|
2021
Q1 | $3.75M | Buy |
34,691
+2,084
| +6% | +$226K | 0.44% | 28 |
|
|
2020
Q4 | $3.49M | Buy |
32,607
+1,718
| +6% | +$184K | 0.44% | 29 |
|
|
2020
Q3 | $2.71M | Buy |
30,889
+4,835
| +19% | +$424K | 0.37% | 34 |
|
|
2020
Q2 | $2.56M | Buy |
26,054
+432
| +2% | +$42.4K | 0.36% | 33 |
|
|
2020
Q1 | $1.95M | Sell |
25,622
-190
| -0.7% | -$14.5K | 0.29% | 28 |
|
|
2019
Q4 | $2.29M | Sell |
25,812
-1,431
| -5% | -$127K | 0.28% | 32 |
|
|
2019
Q3 | $2.06M | Buy |
27,243
+9,293
| +52% | +$704K | 0.28% | 29 |
|
|
2019
Q2 | $1.22M | Buy |
17,950
+12,659
| +239% | +$858K | 0.17% | 37 |
|
|
2019
Q1 | $426K | Buy |
5,291
+173
| +3% | +$13.9K | 0.06% | 92 |
|
|
2018
Q4 | $472K | Sell |
5,118
-42
| -0.8% | -$3.87K | 0.08% | 73 |
|
|
2018
Q3 | $411K | Buy |
5,160
+350
| +7% | +$27.9K | 0.06% | 86 |
|
|
2018
Q2 | $446K | Buy |
4,810
+100
| +2% | +$9.27K | 0.07% | 79 |
|
|
2018
Q1 | $446K | Buy |
4,710
+50
| +1% | +$4.74K | 0.08% | 76 |
|
|
2017
Q4 | $451K | Buy |
4,660
+985
| +27% | +$95.3K | 0.07% | 76 |
|
|
2017
Q3 | $327K | Buy |
3,675
+21
| +0.6% | +$1.87K | 0.06% | 94 |
|
|
2017
Q2 | $265K | Sell |
3,654
-724
| -17% | -$52.5K | 0.06% | 101 |
|
|
2017
Q1 | $285K | Buy |
+4,378
| New | +$285K | 0.06% | 92 |
|