WFA
West Financial Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Sell |
657
-109
| -14% | -$20.2K | 0.02% | 73 |
|
|
2025
Q1 | $160K | Hold |
766
| – | – | 0.03% | 65 |
|
|
2024
Q4 | $136K | Hold |
766
| – | – | 0.03% | 69 |
|
|
2024
Q3 | $151K | Buy |
766
+109
| +17% | +$21.5K | 0.03% | 60 |
|
|
2024
Q2 | $113K | Hold |
657
| – | – | 0.02% | 65 |
|
|
2024
Q1 | $120K | Hold |
657
| – | – | 0.03% | 64 |
|
|
2023
Q4 | $102K | Sell |
657
-81
| -11% | -$12.6K | 0.02% | 66 |
|
|
2023
Q3 | $110K | Buy |
738
+81
| +12% | +$12.1K | 0.03% | 63 |
|
|
2023
Q2 | $88.5K | Buy |
+657
| New | +$88.5K | 0.02% | 67 |
|
|
2022
Q2 | – | Sell |
-64
| Closed | -$10K | – | 163 |
|
|
2022
Q1 | $10K | Buy |
64
+61
| +2,033% | +$9.53K | ﹤0.01% | 137 |
|
|
2021
Q4 | $0 | Sell |
3
-17
| -85% | – | ﹤0.01% | 173 |
|
|
2021
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 143 |
|