SWA
SOA Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
17,677
+3,447
| +24% | +$42.8K | 0.04% | 190 |
|
|
2025
Q1 | $202K | Buy |
14,230
+13,330
| +1,481% | +$189K | 0.04% | 186 |
|
|
2024
Q4 | $160K | Sell |
900
-479
| -35% | -$85.1K | 0.03% | 207 |
|
|
2024
Q3 | $272K | Buy |
1,379
+1
| +0.1% | +$197 | 0.05% | 154 |
|
|
2024
Q2 | $236K | Sell |
1,378
-476
| -26% | -$81.6K | 0.05% | 165 |
|
|
2024
Q1 | $338K | Buy |
1,854
+6
| +0.3% | +$1.09K | 0.07% | 132 |
|
|
2023
Q4 | $286K | Buy |
1,848
+6
| +0.3% | +$930 | 0.06% | 141 |
|
|
2023
Q3 | $275K | Buy |
1,842
+5
| +0.3% | +$745 | 0.07% | 137 |
|
|
2023
Q2 | $247K | Buy |
1,837
+6
| +0.3% | +$808 | 0.06% | 145 |
|
|
2023
Q1 | $292K | Buy |
1,831
+64
| +4% | +$10.2K | 0.07% | 125 |
|
|
2022
Q4 | $286K | Sell |
1,767
-9
| -0.5% | -$1.46K | 0.08% | 123 |
|
|
2022
Q3 | $238K | Sell |
1,776
-70
| -4% | -$9.38K | 0.07% | 132 |
|
|
2022
Q2 | $282K | Sell |
1,846
-399
| -18% | -$61K | 0.08% | 120 |
|
|
2022
Q1 | $364K | Buy |
2,245
+5
| +0.2% | +$811 | 0.09% | 115 |
|
|
2021
Q4 | $304K | Buy |
2,240
+6
| +0.3% | +$814 | 0.07% | 129 |
|
|
2021
Q3 | $241K | Buy |
2,234
+4
| +0.2% | +$432 | 0.06% | 137 |
|
|
2021
Q2 | $251K | Buy |
2,230
+222
| +11% | +$25K | 0.06% | 137 |
|
|
2021
Q1 | $217K | Buy |
2,008
+132
| +7% | +$14.3K | 0.06% | 136 |
|
|
2020
Q4 | $195K | Buy |
+1,876
| New | +$195K | 0.05% | 136 |
|