SWA
Strata Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
1,369
+154
| +13% | +$28.6K | 0.07% | 70 |
|
|
2025
Q1 | $255K | Sell |
1,215
-295
| -20% | -$61.8K | 0.08% | 64 |
|
|
2024
Q4 | $268K | Buy |
+1,510
| New | +$268K | 0.08% | 70 |
|
|
2024
Q2 | – | Sell |
-2,315
| Closed | -$422K | – | 76 |
|
|
2024
Q1 | $422K | Buy |
+2,315
| New | +$422K | 0.15% | 51 |
|