Berman Capital Advisors’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $847K | Buy |
7,861
+1,004
| +15% | +$108K | 0.13% | 84 |
|
|
2021
Q2 | $771K | Buy |
6,857
+1,005
| +17% | +$113K | 0.12% | 84 |
|
|
2021
Q1 | $633K | Buy |
5,852
+824
| +16% | +$89.1K | 0.13% | 83 |
|
|
2020
Q4 | $538K | Buy |
5,028
+78
| +2% | +$8.35K | 0.13% | 81 |
|
|
2020
Q3 | $433K | Buy |
4,950
+517
| +12% | +$45.2K | 0.12% | 79 |
|
|
2020
Q2 | $435K | Buy |
4,433
+1,250
| +39% | +$123K | 0.11% | 77 |
|
|
2020
Q1 | $242K | Buy |
3,183
+871
| +38% | +$66.2K | 0.08% | 105 |
|
|
2019
Q4 | $204K | Buy |
2,312
+115
| +5% | +$10.1K | 0.06% | 130 |
|
|
2019
Q3 | $166K | Sell |
2,197
-166
| -7% | -$12.5K | 0.05% | 151 |
|
|
2019
Q2 | $170K | Buy |
2,363
+647
| +38% | +$46.5K | 0.05% | 144 |
|
|
2019
Q1 | $137K | Buy |
1,716
+15
| +0.9% | +$1.2K | 0.05% | 158 |
|
|
2018
Q4 | $156K | Buy |
+1,701
| New | +$156K | 0.06% | 121 |
|
|
2018
Q3 | – | Sell |
-2,797
| Closed | -$258K | – | 108 |
|
|
2018
Q2 | $258K | Buy |
2,797
+235
| +9% | +$21.7K | 0.09% | 95 |
|
|
2018
Q1 | $242K | Buy |
+2,562
| New | +$242K | 0.09% | 91 |
|