SWA
Sutton Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.69M | Buy |
38,197
+390
| +1% | +$58.1K | 2.8% | 6 |
|
|
2023
Q2 | $5.09M | Sell |
37,807
-201
| -0.5% | -$27.1K | 2.47% | 7 |
|
|
2023
Q1 | $6.06M | Sell |
38,008
-4,658
| -11% | -$742K | 3.24% | 6 |
|
|
2022
Q4 | $6.9M | Buy |
42,666
+103
| +0.2% | +$16.6K | 2.63% | 6 |
|
|
2022
Q3 | $5.71M | Buy |
42,563
+879
| +2% | +$118K | 2.33% | 8 |
|
|
2022
Q2 | $6.38M | Buy |
41,684
+848
| +2% | +$130K | 2.54% | 4 |
|
|
2022
Q1 | $6.62M | Sell |
40,836
-572
| -1% | -$92.7K | 2.28% | 8 |
|
|
2021
Q4 | $5.61M | Sell |
41,408
-30
| -0.1% | -$4.06K | 1.87% | 10 |
|
|
2021
Q3 | $4.47M | Buy |
41,438
+517
| +1% | +$55.8K | 1.65% | 12 |
|
|
2021
Q2 | $4.61M | Sell |
40,921
-84
| -0.2% | -$9.46K | 1.68% | 11 |
|
|
2021
Q1 | $4.44M | Sell |
41,005
-830
| -2% | -$89.8K | 1.75% | 12 |
|
|
2020
Q4 | $4.48M | Buy |
41,835
+155
| +0.4% | +$16.6K | 1.9% | 10 |
|
|
2020
Q3 | $3.65M | Sell |
41,680
-1,136
| -3% | -$99.5K | 1.77% | 12 |
|
|
2020
Q2 | $4.2M | Buy |
42,816
+1,803
| +4% | +$177K | 2.2% | 9 |
|
|
2020
Q1 | $3.12M | Buy |
41,013
+1,307
| +3% | +$99.6K | 1.97% | 11 |
|
|
2019
Q4 | $3.52M | Buy |
39,706
+43
| +0.1% | +$3.81K | 1.8% | 10 |
|
|
2019
Q3 | $3M | Buy |
39,663
+194
| +0.5% | +$14.7K | 1.68% | 12 |
|
|
2019
Q2 | $2.87M | Buy |
39,469
+50
| +0.1% | +$3.64K | 1.65% | 12 |
|
|
2019
Q1 | $3.18M | Buy |
39,419
+23
| +0.1% | +$1.85K | 1.85% | 11 |
|
|
2018
Q4 | $3.63M | Buy |
39,396
+34,330
| +678% | +$3.16M | 2.34% | 7 |
|
|
2018
Q3 | $479K | Hold |
5,066
| – | – | 0.31% | 57 |
|
|
2018
Q2 | $469K | Buy |
5,066
+81
| +2% | +$7.51K | 0.33% | 53 |
|
|
2018
Q1 | $472K | Hold |
4,985
| – | – | 0.34% | 51 |
|
|
2017
Q4 | $482K | Hold |
4,985
| – | – | 0.35% | 52 |
|
|
2017
Q3 | $443K | Hold |
4,985
| – | – | 0.34% | 55 |
|
|
2017
Q2 | $361K | Buy |
4,985
+13
| +0.3% | +$943 | 0.29% | 62 |
|
|
2017
Q1 | $324K | Hold |
4,972
| – | – | 0.27% | 64 |
|
|
2016
Q4 | $311K | Sell |
4,972
-157
| -3% | -$9.83K | 0.28% | 63 |
|
|
2016
Q3 | $323K | Hold |
5,129
| – | – | 0.3% | 60 |
|
|
2016
Q2 | $318K | Hold |
5,129
| – | – | 0.3% | 62 |
|
|
2016
Q1 | $293K | Buy |
+5,129
| New | +$293K | 0.28% | 64 |
|