SWMP
Signature Wealth Management Partners’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,322
| Closed | -$370K | – | 99 |
|
|
2023
Q1 | $370K | Sell |
2,322
-4,100
| -64% | -$653K | 0.34% | 65 |
|
|
2022
Q4 | $1.04M | Hold |
6,422
| – | – | 1.02% | 26 |
|
|
2022
Q3 | $862K | Buy |
6,422
+1,000
| +18% | +$134K | 0.95% | 25 |
|
|
2022
Q2 | $831K | Hold |
5,422
| – | – | 0.85% | 32 |
|
|
2022
Q1 | $879K | Sell |
5,422
-3,282
| -38% | -$532K | 0.75% | 35 |
|
|
2021
Q4 | $1.18M | Sell |
8,704
-30
| -0.3% | -$4.06K | 1% | 28 |
|
|
2021
Q3 | $942K | Buy |
8,734
+200
| +2% | +$21.6K | 0.85% | 29 |
|
|
2021
Q2 | $961K | Sell |
8,534
-4,130
| -33% | -$465K | 0.87% | 29 |
|
|
2021
Q1 | $1.37M | Buy |
12,664
+6,538
| +107% | +$707K | 1.31% | 21 |
|
|
2020
Q4 | $656K | Buy |
+6,126
| New | +$656K | 0.66% | 38 |
|