VWA
V Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $438K | Sell |
2,937
-11,606
| -80% | -$1.73M | 0.35% | 61 |
|
|
2023
Q2 | $1.96M | Sell |
14,543
-907
| -6% | -$122K | 0.33% | 61 |
|
|
2023
Q1 | $2.46M | Buy |
15,450
+949
| +7% | +$151K | 0.46% | 42 |
|
|
2022
Q4 | $2.34M | Buy |
14,501
+562
| +4% | +$90.8K | 0.48% | 41 |
|
|
2022
Q3 | $1.87M | Sell |
13,939
-197
| -1% | -$26.4K | 0.37% | 55 |
|
|
2022
Q2 | $2.17M | Buy |
14,136
+540
| +4% | +$82.7K | 0.41% | 47 |
|
|
2022
Q1 | $2.2M | Sell |
13,596
-1,298
| -9% | -$210K | 0.35% | 59 |
|
|
2021
Q4 | $2.02M | Sell |
14,894
-73
| -0.5% | -$9.89K | 0.3% | 75 |
|
|
2021
Q3 | $1.61M | Sell |
14,967
-246
| -2% | -$26.5K | 0.25% | 92 |
|
|
2021
Q2 | $1.72M | Sell |
15,213
-1,590
| -9% | -$179K | 0.27% | 86 |
|
|
2021
Q1 | $1.82M | Buy |
16,803
+1,296
| +8% | +$140K | 0.33% | 67 |
|
|
2020
Q4 | $1.66M | Buy |
15,507
+11,060
| +249% | +$1.18M | 0.34% | 66 |
|
|
2020
Q3 | $390K | Sell |
4,447
-9,662
| -68% | -$847K | 0.27% | 96 |
|
|
2020
Q2 | $1.39M | Buy |
14,109
+1,753
| +14% | +$172K | 0.36% | 68 |
|
|
2020
Q1 | $941K | Buy |
12,356
+2,703
| +28% | +$206K | 0.29% | 86 |
|
|
2019
Q4 | $731K | Hold |
9,653
| – | – | 0.26% | 104 |
|
|
2019
Q3 | $731K | Buy |
9,653
+2,474
| +34% | +$187K | 0.26% | 104 |
|
|
2019
Q2 | $516K | Buy |
7,179
+183
| +3% | +$13.2K | 0.2% | 125 |
|
|
2019
Q1 | $553K | Buy |
6,996
+857
| +14% | +$67.7K | 0.22% | 112 |
|
|
2018
Q4 | $557K | Buy |
6,139
+184
| +3% | +$16.7K | 0.28% | 91 |
|
|
2018
Q3 | $563K | Buy |
5,955
+45
| +0.8% | +$4.25K | 0.26% | 101 |
|
|
2018
Q2 | $585K | Buy |
5,910
+6
| +0.1% | +$594 | 0.33% | 84 |
|
|
2018
Q1 | $541K | Buy |
5,904
+2,012
| +52% | +$184K | 0.29% | 97 |
|
|
2017
Q4 | $399K | Buy |
3,892
+762
| +24% | +$78.1K | 0.2% | 122 |
|
|
2017
Q3 | $277K | Buy |
3,130
+4
| +0.1% | +$354 | 0.14% | 140 |
|
|
2017
Q2 | $225K | Sell |
3,126
-4,612
| -60% | -$332K | 0.11% | 165 |
|
|
2017
Q1 | $504K | Buy |
+7,738
| New | +$504K | 0.31% | 83 |
|
|
2016
Q4 | – | Sell |
-3,946
| Closed | -$248K | – | 173 |
|
|
2016
Q3 | $248K | Buy |
+3,946
| New | +$248K | 0.2% | 142 |
|