Bernardo Wealth Planning’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $333K | Sell |
1,532
-415
| -21% | -$92.1K | 0.07% | 92 |
|
|
2025
Q4 | $445K | Buy |
1,947
+24
| +1% | +$5.47K | 0.08% | 79 |
|
|
2025
Q3 | $445K | Buy |
1,923
+14
| +0.7% | +$2.85K | 0.09% | 76 |
|
|
2025
Q2 | $354K | Buy |
1,909
+53
| +3% | +$9.85K | 0.08% | 84 |
|
|
2025
Q1 | $389K | Buy |
1,856
+113
| +6% | +$22K | 0.09% | 75 |
|
|
2024
Q4 | $305K | Buy |
1,743
+19
| +1% | +$3.49K | 0.07% | 86 |
|
|
2024
Q3 | $325K | Buy |
1,724
+190
| +12% | +$35.5K | 0.08% | 85 |
|
|
2024
Q2 | $263K | Sell |
1,534
-95
| -6% | -$15.7K | 0.07% | 84 |
|
|
2024
Q1 | $297K | Buy |
1,629
+39
| +2% | +$6.72K | 0.08% | 82 |
|
|
2023
Q4 | $246K | Sell |
1,590
-197
| -11% | -$28.7K | 0.08% | 78 |
|
|
2023
Q3 | $266K | Buy |
1,787
+17
| +1% | +$2.5K | 0.11% | 69 |
|
|
2023
Q2 | $239K | Sell |
1,770
-57
| -3% | -$8.36K | 0.1% | 73 |
|
|
2023
Q1 | $291K | Buy |
1,827
+57
| +3% | +$8.71K | 0.13% | 71 |
|
|
2022
Q4 | $286K | Buy |
1,770
+170
| +11% | +$26.1K | 0.13% | 69 |
|
|
2022
Q3 | $235K | Buy |
1,600
+184
| +13% | +$26.4K | 0.13% | 72 |
|
|
2022
Q2 | $216K | Sell |
1,416
-187
| -12% | -$28.6K | 0.12% | 76 |
|
|
2022
Q1 | $259K | Buy |
+1,603
| New | +$233K | 0.13% | 74 |
|
|
2021
Q1 | – | Sell |
-5,767
| Closed | -$618K | – | 77 |
|
|
2020
Q4 | $618K | Buy |
5,767
+174
| +3% | +$16.7K | 0.24% | 84 |
|
|
2020
Q3 | $489K | Buy |
5,593
+485
| +9% | +$45.7K | 0.22% | 85 |
|
|
2020
Q2 | $501K | Buy |
5,108
+621
| +14% | +$54.7K | 0.27% | 71 |
|
|
2020
Q1 | $341K | Buy |
4,487
+362
| +9% | +$30.8K | 0.24% | 100 |
|
|
2019
Q4 | $365K | Hold |
4,125
| – | – | 0.22% | 108 |
|
|
2019
Q3 | $312K | Sell |
4,125
-338
| -8% | -$23.2K | 0.23% | 113 |
|
|
2019
Q2 | $325K | Sell |
4,463
-36
| -0.8% | -$2.83K | 0.25% | 106 |
|
|
2019
Q1 | $363K | Buy |
4,499
+54
| +1% | +$4.42K | 0.29% | 93 |
|
|
2018
Q4 | $410K | Buy |
+4,445
| New | +$391K | 0.36% | 69 |
|
Other funds holding ABBV
VCM
VPM
