BWM
BigSur Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Sell |
3,349
-3
| -0.1% | -$557 | 0.16% | 108 |
|
|
2025
Q1 | $702K | Buy |
3,352
+51
| +2% | +$10.7K | 0.19% | 100 |
|
|
2024
Q4 | $587K | Hold |
3,301
| – | – | 0.17% | 108 |
|
|
2024
Q3 | $652K | Hold |
3,301
| – | – | 0.18% | 101 |
|
|
2024
Q2 | $566K | Sell |
3,301
-271
| -8% | -$46.5K | 0.17% | 104 |
|
|
2024
Q1 | $650K | Sell |
3,572
-4,212
| -54% | -$767K | 0.2% | 96 |
|
|
2023
Q4 | $1.21M | Sell |
7,784
-775
| -9% | -$120K | 0.57% | 45 |
|
|
2023
Q3 | $1.28M | Sell |
8,559
-650
| -7% | -$96.9K | 0.64% | 44 |
|
|
2023
Q2 | $1.24M | Sell |
9,209
-1,051
| -10% | -$142K | 0.59% | 49 |
|
|
2023
Q1 | $1.64M | Buy |
10,260
+2,000
| +24% | +$319K | 0.77% | 39 |
|
|
2022
Q4 | $1.33M | Sell |
8,260
-3,238
| -28% | -$523K | 0.64% | 44 |
|
|
2022
Q3 | $1.54M | Sell |
11,498
-843
| -7% | -$113K | 0.78% | 37 |
|
|
2022
Q2 | $1.89M | Buy |
12,341
+441
| +4% | +$67.5K | 0.89% | 34 |
|
|
2022
Q1 | $1.93M | Buy |
11,900
+700
| +6% | +$113K | 0.75% | 39 |
|
|
2021
Q4 | $1.52M | Hold |
11,200
| – | – | 0.59% | 48 |
|
|
2021
Q3 | $1.21M | Hold |
11,200
| – | – | 0.54% | 49 |
|
|
2021
Q2 | $1.26M | Buy |
11,200
+9,200
| +460% | +$1.04M | 0.57% | 46 |
|
|
2021
Q1 | $216K | Hold |
2,000
| – | – | 0.11% | 105 |
|
|
2020
Q4 | $214K | Buy |
+2,000
| New | +$214K | 0.12% | 95 |
|
|
2019
Q1 | – | Sell |
-2,400
| Closed | -$221K | – | 107 |
|
|
2018
Q4 | $221K | Hold |
2,400
| – | – | 0.16% | 87 |
|
|
2018
Q3 | $227K | Hold |
2,400
| – | – | 0.14% | 95 |
|
|
2018
Q2 | $222K | Hold |
2,400
| – | – | 0.16% | 92 |
|
|
2018
Q1 | $227K | Hold |
2,400
| – | – | 0.16% | 99 |
|
|
2017
Q4 | $232K | Hold |
2,400
| – | – | 0.23% | 82 |
|
|
2017
Q3 | $213K | Buy |
+2,400
| New | +$213K | 0.21% | 87 |
|