AWM
Aries Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
13,167
-150
| -1% | -$27.8K | 0.64% | 39 |
|
|
2025
Q1 | $2.79M | Hold |
13,317
| – | – | 0.76% | 35 |
|
|
2024
Q4 | $2.37M | Sell |
13,317
-215
| -2% | -$38.2K | 0.65% | 40 |
|
|
2024
Q3 | $2.67M | Buy |
13,532
+468
| +4% | +$92.4K | 0.73% | 36 |
|
|
2024
Q2 | $2.24M | Buy |
13,064
+16
| +0.1% | +$2.74K | 0.71% | 35 |
|
|
2024
Q1 | $2.38M | Sell |
13,048
-30
| -0.2% | -$5.46K | 0.77% | 36 |
|
|
2023
Q4 | $2.03M | Sell |
13,078
-182
| -1% | -$28.2K | 0.72% | 35 |
|
|
2023
Q3 | $1.95M | Buy |
13,260
+535
| +4% | +$78.8K | 0.76% | 36 |
|
|
2023
Q2 | $1.71M | Hold |
12,725
| – | – | 0.66% | 41 |
|
|
2023
Q1 | $2.03M | Buy |
12,725
+175
| +1% | +$27.9K | 0.83% | 31 |
|
|
2022
Q4 | $2.03M | Buy |
12,550
+150
| +1% | +$24.2K | 0.87% | 32 |
|
|
2022
Q3 | $1.82M | Buy |
12,400
+152
| +1% | +$22.2K | 0.8% | 38 |
|
|
2022
Q2 | $1.88M | Buy |
+12,248
| New | +$1.88M | 0.85% | 32 |
|
|
2022
Q1 | – | Sell |
-12,098
| Closed | -$1.64M | – | 74 |
|
|
2021
Q4 | $1.64M | Buy |
12,098
+160
| +1% | +$21.7K | 0.62% | 40 |
|
|
2021
Q3 | $1.29M | Buy |
11,938
+35
| +0.3% | +$3.78K | 0.54% | 50 |
|
|
2021
Q2 | $1.34M | Buy |
11,903
+135
| +1% | +$15.2K | 0.57% | 47 |
|
|
2021
Q1 | $1.25M | Buy |
11,768
+2,048
| +21% | +$217K | 0.56% | 47 |
|
|
2020
Q4 | $1.04M | Hold |
9,720
| – | – | 0.52% | 52 |
|
|
2020
Q3 | $851K | Hold |
9,720
| – | – | 0.48% | 50 |
|
|
2020
Q2 | $954K | Buy |
9,720
+300
| +3% | +$29.4K | 0.58% | 48 |
|
|
2020
Q1 | $708K | Sell |
9,420
-1,000
| -10% | -$75.2K | 0.54% | 52 |
|
|
2019
Q4 | $932K | Hold |
10,420
| – | – | 0.57% | 50 |
|
|
2019
Q3 | $767K | Sell |
10,420
-1,400
| -12% | -$103K | 0.51% | 54 |
|
|
2019
Q2 | $863K | Hold |
11,820
| – | – | 0.6% | 47 |
|
|
2019
Q1 | $953K | Sell |
11,820
-600
| -5% | -$48.4K | 0.71% | 44 |
|
|
2018
Q4 | $1.15M | Hold |
12,420
| – | – | 1.21% | 29 |
|
|
2018
Q3 | $1.18M | Hold |
12,420
| – | – | 1.06% | 29 |
|
|
2018
Q2 | $1.15M | Sell |
12,420
-950
| -7% | -$87.6K | 1.06% | 29 |
|
|
2018
Q1 | $1.25M | Sell |
13,370
-202
| -1% | -$18.9K | 1.21% | 26 |
|
|
2017
Q4 | $1.42M | Buy |
+13,572
| New | +$1.42M | 1.31% | 24 |
|