TFA
Trinity Financial Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,298
| Closed | -$201K | – | 74 |
|
|
2023
Q4 | $201K | Sell |
1,298
-2,089
| -62% | -$324K | 0.1% | 73 |
|
|
2023
Q3 | $505K | Sell |
3,387
-754
| -18% | -$112K | 0.27% | 36 |
|
|
2023
Q2 | $558K | Sell |
4,141
-921
| -18% | -$124K | 0.3% | 32 |
|
|
2023
Q1 | $807K | Buy |
5,062
+751
| +17% | +$120K | 0.49% | 19 |
|
|
2022
Q4 | $697K | Buy |
4,311
+282
| +7% | +$45.6K | 0.46% | 25 |
|
|
2022
Q3 | $541K | Buy |
+4,029
| New | +$541K | 0.39% | 31 |
|