SWM
SVA Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.15M | Buy |
10,761
+262
| +2% | +$28.1K | 0.1% | 125 |
|
|
2020
Q3 | $920K | Sell |
10,499
-53
| -0.5% | -$4.64K | 0.09% | 124 |
|
|
2020
Q2 | $1.04M | Buy |
10,552
+360
| +4% | +$35.3K | 0.11% | 115 |
|
|
2020
Q1 | $777K | Buy |
10,192
+132
| +1% | +$10.1K | 0.09% | 121 |
|
|
2019
Q4 | $891K | Sell |
10,060
-1,275
| -11% | -$113K | 0.08% | 126 |
|
|
2019
Q3 | $858K | Buy |
11,335
+959
| +9% | +$72.6K | 0.08% | 125 |
|
|
2019
Q2 | $755K | Sell |
10,376
-216
| -2% | -$15.7K | 0.07% | 130 |
|
|
2019
Q1 | $854K | Sell |
10,592
-210
| -2% | -$16.9K | 0.08% | 130 |
|
|
2018
Q4 | $996K | Buy |
10,802
+4,016
| +59% | +$370K | 0.11% | 119 |
|
|
2018
Q3 | $642K | Buy |
6,786
+40
| +0.6% | +$3.78K | 0.07% | 141 |
|
|
2018
Q2 | $625K | Sell |
6,746
-245
| -4% | -$22.7K | 0.07% | 138 |
|
|
2018
Q1 | $621K | Hold |
6,991
| – | – | 0.08% | 133 |
|
|
2017
Q4 | $676K | Hold |
6,991
| – | – | 0.08% | 134 |
|
|
2017
Q3 | $621K | Buy |
6,991
+519
| +8% | +$46.1K | 0.08% | 133 |
|
|
2017
Q2 | $469K | Buy |
6,472
+544
| +9% | +$39.4K | 0.06% | 141 |
|
|
2017
Q1 | $386K | Sell |
5,928
-713
| -11% | -$46.4K | 0.05% | 148 |
|
|
2016
Q4 | $416K | Hold |
6,641
| – | – | 0.06% | 147 |
|
|
2016
Q3 | $419K | Buy |
6,641
+61
| +0.9% | +$3.85K | 0.07% | 148 |
|
|
2016
Q2 | $407K | Sell |
6,580
-1,461
| -18% | -$90.4K | 0.07% | 150 |
|
|
2016
Q1 | $459K | Sell |
8,041
-41,462
| -84% | -$2.37M | 0.08% | 147 |
|
|
2015
Q4 | $2.93M | Buy |
49,503
+508
| +1% | +$30.1K | 0.51% | 64 |
|
|
2015
Q3 | $2.67M | Sell |
48,995
-945
| -2% | -$51.4K | 0.5% | 67 |
|
|
2015
Q2 | $3.36M | Sell |
49,940
-165
| -0.3% | -$11.1K | 0.62% | 57 |
|
|
2015
Q1 | $2.93M | Buy |
50,105
+32,783
| +189% | +$1.92M | 0.54% | 66 |
|
|
2014
Q4 | $1.13M | Sell |
17,322
-2,478
| -13% | -$162K | 0.41% | 57 |
|
|
2014
Q3 | $1.14M | Buy |
19,800
+36
| +0.2% | +$2.08K | 0.49% | 51 |
|
|
2014
Q2 | $1.12M | Buy |
19,764
+911
| +5% | +$51.4K | 0.48% | 50 |
|
|
2014
Q1 | $969K | Buy |
18,853
+2,901
| +18% | +$149K | 0.46% | 55 |
|
|
2013
Q4 | $842K | Buy |
+15,952
| New | +$842K | 0.5% | 54 |
|