WMA
Wealth Management Associates’s AbbVie ABBV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.2M | Sell |
6,491
-528
| -8% | -$98K | 0.47% | 47 |
|
2025
Q1 | $1.47M | Buy |
7,019
+6
| +0.1% | +$1.26K | 0.63% | 38 |
|
2024
Q4 | $1.25M | Buy |
7,013
+91
| +1% | +$16.2K | 0.53% | 43 |
|
2024
Q3 | $1.37M | Buy |
6,922
+5
| +0.1% | +$987 | 0.6% | 39 |
|
2024
Q2 | $1.19M | Hold |
6,917
| – | – | 0.56% | 41 |
|
2024
Q1 | $1.19M | Sell |
6,917
-353
| -5% | -$60.5K | 0.56% | 41 |
|
2023
Q4 | $1.13M | Sell |
7,270
-370
| -5% | -$57.3K | 0.59% | 42 |
|
2023
Q3 | $1.14M | Sell |
7,640
-421
| -5% | -$62.8K | 0.67% | 36 |
|
2023
Q2 | $1.09M | Sell |
8,061
-30
| -0.4% | -$4.04K | 0.62% | 37 |
|
2023
Q1 | $1.29M | Sell |
8,091
-66
| -0.8% | -$10.5K | 0.8% | 27 |
|
2022
Q4 | $1.32M | Sell |
8,157
-1,150
| -12% | -$186K | 0.88% | 26 |
|
2022
Q3 | $1.25M | Buy |
9,307
+9
| +0.1% | +$1.21K | 0.88% | 25 |
|
2022
Q2 | $1.42M | Buy |
9,298
+2,866
| +45% | +$439K | 0.97% | 22 |
|
2022
Q1 | $1.04M | Buy |
6,432
+424
| +7% | +$68.7K | 0.59% | 39 |
|
2021
Q4 | $814K | Buy |
6,008
+1,003
| +20% | +$136K | 0.44% | 55 |
|
2021
Q3 | $540K | Buy |
5,005
+1,340
| +37% | +$145K | 0.32% | 80 |
|
2021
Q2 | $413K | Buy |
3,665
+35
| +1% | +$3.94K | 0.23% | 115 |
|
2021
Q1 | $393K | Buy |
3,630
+293
| +9% | +$31.7K | 0.25% | 105 |
|
2020
Q4 | $358K | Sell |
3,337
-22
| -0.7% | -$2.36K | 0.23% | 108 |
|
2020
Q3 | $294K | Buy |
3,359
+94
| +3% | +$8.23K | 0.23% | 111 |
|
2020
Q2 | $321K | Buy |
3,265
+483
| +17% | +$47.4K | 0.27% | 89 |
|
2020
Q1 | $212K | Sell |
2,782
-97
| -3% | -$7.39K | 0.21% | 104 |
|
2019
Q4 | $255K | Buy |
+2,879
| New | +$255K | 0.18% | 124 |
|
2019
Q1 | – | Sell |
-2,472
| Closed | -$228K | – | 94 |
|
2018
Q4 | $228K | Buy |
+2,472
| New | +$228K | 0.31% | 76 |
|