SFWA
Summit Financial Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.21M | Buy |
5,759
+9
| +0.2% | +$1.89K | 0.24% | 51 |
|
|
2024
Q4 | $1.09M | Hold |
5,750
| – | – | 0.21% | 57 |
|
|
2024
Q3 | $1.14M | Hold |
5,750
| – | – | 0.21% | 54 |
|
|
2024
Q2 | $986K | Hold |
5,750
| – | – | 0.2% | 56 |
|
|
2024
Q1 | $1.05M | Buy |
5,750
+213
| +4% | +$38.8K | 0.21% | 54 |
|
|
2023
Q4 | $858K | Buy |
5,537
+290
| +6% | +$44.9K | 0.19% | 59 |
|
|
2023
Q3 | $746K | Sell |
5,247
-201
| -4% | -$28.6K | 0.18% | 59 |
|
|
2023
Q2 | $734K | Hold |
5,448
| – | – | 0.17% | 62 |
|
|
2023
Q1 | $868K | Sell |
5,448
-326
| -6% | -$52K | 0.21% | 57 |
|
|
2022
Q4 | $933K | Hold |
5,774
| – | – | 0.23% | 55 |
|
|
2022
Q3 | $886K | Sell |
5,774
-70
| -1% | -$10.7K | 0.25% | 49 |
|
|
2022
Q2 | $878K | Buy |
5,844
+354
| +6% | +$53.2K | 0.21% | 55 |
|
|
2022
Q1 | $890K | Sell |
5,490
-100
| -2% | -$16.2K | 0.18% | 57 |
|
|
2021
Q4 | $756K | Hold |
5,590
| – | – | 0.15% | 63 |
|
|
2021
Q3 | $603K | Buy |
5,590
+91
| +2% | +$9.82K | 0.14% | 72 |
|
|
2021
Q2 | $619K | Sell |
5,499
-46
| -0.8% | -$5.18K | 0.14% | 68 |
|
|
2021
Q1 | $594K | Sell |
5,545
-571
| -9% | -$61.2K | 0.15% | 63 |
|
|
2020
Q4 | $536K | Sell |
6,116
-660
| -10% | -$57.8K | 0.15% | 63 |
|
|
2020
Q3 | $598K | Sell |
6,776
-229
| -3% | -$20.2K | 0.16% | 63 |
|
|
2020
Q2 | $695K | Buy |
7,005
+256
| +4% | +$25.4K | 0.19% | 61 |
|
|
2020
Q1 | $511K | Sell |
6,749
-1
| -0% | -$76 | 0.16% | 71 |
|
|
2019
Q4 | $567K | Buy |
6,750
+18
| +0.3% | +$1.51K | 0.14% | 81 |
|
|
2019
Q3 | $496K | Sell |
6,732
-17,688
| -72% | -$1.3M | 0.12% | 95 |
|
|
2019
Q2 | $1.78M | Sell |
24,420
-58,511
| -71% | -$4.26M | 0.43% | 54 |
|
|
2019
Q1 | $6.89M | Buy |
82,931
+2,493
| +3% | +$207K | 1.82% | 13 |
|
|
2018
Q4 | $7.42M | Buy |
80,438
+3,266
| +4% | +$301K | 2.41% | 9 |
|
|
2018
Q3 | $6.88M | Buy |
77,172
+3,446
| +5% | +$307K | 2.06% | 7 |
|
|
2018
Q2 | $6.98M | Hold |
73,726
| – | – | 2.33% | 7 |
|
|
2018
Q1 | $6.98M | Sell |
73,726
-9,214
| -11% | -$872K | 2.29% | 7 |
|
|
2017
Q4 | $8.02M | Buy |
82,940
+632
| +0.8% | +$61.1K | 2.76% | 7 |
|
|
2017
Q3 | $7.31M | Buy |
82,308
+17,183
| +26% | +$1.53M | 2.66% | 6 |
|
|
2017
Q2 | $4.72M | Buy |
65,125
+6,187
| +10% | +$449K | 1.87% | 9 |
|
|
2017
Q1 | $3.84M | Buy |
58,938
+12,313
| +26% | +$802K | 1.68% | 14 |
|
|
2016
Q4 | $2.92M | Sell |
46,625
-7,664
| -14% | -$480K | 1.28% | 26 |
|
|
2016
Q3 | $3.42M | Buy |
54,289
+850
| +2% | +$53.6K | 1.48% | 19 |
|
|
2016
Q2 | $3.31M | Sell |
53,439
-3,082
| -5% | -$191K | 1.38% | 24 |
|
|
2016
Q1 | $3.23M | Buy |
56,521
+100
| +0.2% | +$5.71K | 1.41% | 23 |
|
|
2015
Q4 | $3.34M | Buy |
56,421
+7,681
| +16% | +$455K | 1.53% | 21 |
|
|
2015
Q3 | $2.65M | Buy |
48,740
+1,125
| +2% | +$61.2K | 1.71% | 17 |
|
|
2015
Q2 | $3.2M | Hold |
47,615
| – | – | 1.98% | 17 |
|
|
2015
Q1 | $3.11M | Sell |
47,615
-30
| -0.1% | -$1.96K | 2.11% | 18 |
|
|
2014
Q4 | $3.12M | Buy |
+47,645
| New | +$3.12M | 2.16% | 17 |
|