SVWAG
Sound View Wealth Advisors Group’s AbbVie ABBV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.2M | Buy |
54,935
+82
| +0.1% | +$15.2K | 0.75% | 34 |
|
2025
Q1 | $11.5M | Sell |
54,853
-3,959
| -7% | -$829K | 0.94% | 27 |
|
2024
Q4 | $10.5M | Buy |
58,812
+1,436
| +3% | +$255K | 0.84% | 32 |
|
2024
Q3 | $11.3M | Buy |
57,376
+3,352
| +6% | +$662K | 0.92% | 28 |
|
2024
Q2 | $9.27M | Sell |
54,024
-218
| -0.4% | -$37.4K | 0.96% | 28 |
|
2024
Q1 | $9.88M | Sell |
54,242
-2,415
| -4% | -$440K | 1.05% | 25 |
|
2023
Q4 | $8.78M | Buy |
56,657
+459
| +0.8% | +$71.1K | 0.97% | 25 |
|
2023
Q3 | $8.38M | Buy |
56,198
+2,320
| +4% | +$346K | 1.04% | 25 |
|
2023
Q2 | $7.26M | Buy |
53,878
+766
| +1% | +$103K | 0.95% | 28 |
|
2023
Q1 | $8.46M | Sell |
53,112
-3,545
| -6% | -$565K | 1.16% | 18 |
|
2022
Q4 | $8.78M | Buy |
56,657
+15,208
| +37% | +$2.36M | 0.97% | 25 |
|
2022
Q3 | $5.56M | Sell |
41,449
-374
| -0.9% | -$50.2K | 1.25% | 19 |
|
2022
Q2 | $6.41M | Buy |
41,823
+469
| +1% | +$71.8K | 1.34% | 18 |
|
2022
Q1 | $6.7M | Sell |
41,354
-780
| -2% | -$126K | 1.27% | 19 |
|
2021
Q4 | $5.71M | Buy |
42,134
+277
| +0.7% | +$37.5K | 1.08% | 23 |
|
2021
Q3 | $4.52M | Sell |
41,857
-2,161
| -5% | -$233K | 0.94% | 32 |
|
2021
Q2 | $4.96M | Sell |
44,018
-601
| -1% | -$67.7K | 1.04% | 26 |
|
2021
Q1 | $4.83M | Sell |
44,619
-89
| -0.2% | -$9.63K | 1.12% | 23 |
|
2020
Q4 | $4.79M | Buy |
44,708
+37
| +0.1% | +$3.96K | 1.17% | 23 |
|
2020
Q3 | $3.91M | Sell |
44,671
-318
| -0.7% | -$27.9K | 1.03% | 27 |
|
2020
Q2 | $4.42M | Sell |
44,989
-254
| -0.6% | -$24.9K | 1.24% | 21 |
|
2020
Q1 | $3.45M | Buy |
45,243
+1,700
| +4% | +$130K | 1.19% | 24 |
|
2019
Q4 | $3.86M | Sell |
43,543
-139
| -0.3% | -$12.3K | 1.09% | 28 |
|
2019
Q3 | $3.31M | Buy |
43,682
+12,673
| +41% | +$960K | 0.99% | 32 |
|
2019
Q2 | $2.26M | Buy |
+31,009
| New | +$2.26M | 0.67% | 48 |
|