SFA
Source Financial Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $400K | Buy |
2,028
+2
| +0.1% | +$395 | 0.12% | 79 |
|
|
2024
Q2 | $347K | Buy |
2,026
+28
| +1% | +$4.8K | 0.11% | 85 |
|
|
2024
Q1 | $364K | Sell |
1,998
-1,256
| -39% | -$229K | 0.11% | 85 |
|
|
2023
Q4 | $504K | Sell |
3,254
-95
| -3% | -$14.7K | 0.16% | 80 |
|
|
2023
Q3 | $499K | Buy |
3,349
+164
| +5% | +$24.4K | 0.17% | 73 |
|
|
2023
Q2 | $429K | Sell |
3,185
-204
| -6% | -$27.5K | 0.14% | 90 |
|
|
2023
Q1 | $540K | Sell |
3,389
-1,255
| -27% | -$200K | 0.18% | 74 |
|
|
2022
Q4 | $751K | Buy |
4,644
+74
| +2% | +$12K | 0.28% | 61 |
|
|
2022
Q3 | $614K | Buy |
4,570
+32
| +0.7% | +$4.3K | 0.24% | 66 |
|
|
2022
Q2 | $695K | Buy |
4,538
+2,803
| +162% | +$429K | 0.27% | 64 |
|
|
2022
Q1 | $282K | Sell |
1,735
-152
| -8% | -$24.7K | 0.08% | 97 |
|
|
2021
Q4 | $256K | Sell |
1,887
-134
| -7% | -$18.2K | 0.07% | 98 |
|
|
2021
Q3 | $219K | Buy |
2,021
+10
| +0.5% | +$1.08K | 0.06% | 101 |
|
|
2021
Q2 | $226K | Buy |
+2,011
| New | +$226K | 0.06% | 100 |
|