WFA
WestHill Financial Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Sell |
2,226
-82
| -4% | -$15.2K | 0.09% | 47 |
|
|
2025
Q1 | $484K | Sell |
2,308
-634
| -22% | -$133K | 0.11% | 42 |
|
|
2024
Q4 | $523K | Buy |
2,942
+176
| +6% | +$31.3K | 0.12% | 40 |
|
|
2024
Q3 | $546K | Sell |
2,766
-1
| -0% | -$197 | 0.12% | 40 |
|
|
2024
Q2 | $475K | Hold |
2,767
| – | – | 0.12% | 37 |
|
|
2024
Q1 | $504K | Sell |
2,767
-414
| -13% | -$75.4K | 0.12% | 38 |
|
|
2023
Q4 | $493K | Sell |
3,181
-118
| -4% | -$18.3K | 0.13% | 36 |
|
|
2023
Q3 | $492K | Buy |
3,299
+239
| +8% | +$35.6K | 0.14% | 32 |
|
|
2023
Q2 | $412K | Sell |
3,060
-74
| -2% | -$9.97K | 0.12% | 40 |
|
|
2023
Q1 | $499K | Sell |
3,134
-545
| -15% | -$86.9K | 0.15% | 33 |
|
|
2022
Q4 | $595K | Buy |
3,679
+506
| +16% | +$81.8K | 0.19% | 32 |
|
|
2022
Q3 | $426K | Hold |
3,173
| – | – | 0.15% | 36 |
|
|
2022
Q2 | $486K | Hold |
3,173
| – | – | 0.16% | 34 |
|
|
2022
Q1 | $514K | Sell |
3,173
-45
| -1% | -$7.29K | 0.15% | 35 |
|
|
2021
Q4 | $436K | Hold |
3,218
| – | – | 0.12% | 40 |
|
|
2021
Q3 | $347K | Buy |
+3,218
| New | +$347K | 0.11% | 40 |
|
|
2021
Q1 | $360K | Sell |
3,328
-6
| -0.2% | -$649 | 0.13% | 35 |
|
|
2020
Q4 | $357K | Buy |
+3,334
| New | +$357K | 0.14% | 34 |
|