SWM
Sugarloaf Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $528K | Sell |
2,973
-2
| -0.1% | -$355 | 0.1% | 90 |
|
|
2024
Q3 | $588K | Buy |
2,975
+8
| +0.3% | +$1.58K | 0.11% | 81 |
|
|
2024
Q2 | $509K | Buy |
2,967
+9
| +0.3% | +$1.54K | 0.1% | 80 |
|
|
2024
Q1 | $539K | Sell |
2,958
-72
| -2% | -$13.1K | 0.11% | 77 |
|
|
2023
Q4 | $470K | Buy |
3,030
+286
| +10% | +$44.3K | 0.11% | 84 |
|
|
2023
Q3 | $409K | Sell |
2,744
-582
| -17% | -$86.8K | 0.1% | 86 |
|
|
2023
Q2 | $448K | Sell |
3,326
-1,977
| -37% | -$266K | 0.1% | 84 |
|
|
2023
Q1 | $845K | Sell |
5,303
-1,563
| -23% | -$249K | 0.21% | 54 |
|
|
2022
Q4 | $1.11M | Sell |
6,866
-1,403
| -17% | -$227K | 0.28% | 43 |
|
|
2022
Q3 | $1.11M | Buy |
8,269
+277
| +3% | +$37.2K | 0.28% | 46 |
|
|
2022
Q2 | $1.22M | Sell |
7,992
-7
| -0.1% | -$1.07K | 0.31% | 43 |
|
|
2022
Q1 | $1.3M | Buy |
7,999
+57
| +0.7% | +$9.24K | 0.31% | 40 |
|
|
2021
Q4 | $1.08M | Buy |
7,942
+63
| +0.8% | +$8.53K | 0.25% | 43 |
|
|
2021
Q3 | $850K | Buy |
7,879
+634
| +9% | +$68.4K | 0.22% | 50 |
|
|
2021
Q2 | $816K | Buy |
7,245
+58
| +0.8% | +$6.53K | 0.22% | 50 |
|
|
2021
Q1 | $778 | Buy |
7,187
+595
| +9% | +$64 | 0.23% | 50 |
|
|
2020
Q4 | $736K | Buy |
6,592
+547
| +9% | +$61.1K | 0.25% | 52 |
|
|
2020
Q3 | $529K | Buy |
6,045
+278
| +5% | +$24.3K | 0.19% | 61 |
|
|
2020
Q2 | $566K | Buy |
5,767
+1,029
| +22% | +$101K | 0.22% | 57 |
|
|
2020
Q1 | $361K | Buy |
4,738
+266
| +6% | +$20.3K | 0.16% | 77 |
|
|
2019
Q4 | $396K | Buy |
+4,472
| New | +$396K | 0.17% | 89 |
|