Briaud Financial Planning’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Buy |
999
+62
| +7% | +$11.5K | 0.07% | 40 |
|
|
2025
Q1 | $196K | Hold |
937
| – | – | 0.08% | 33 |
|
|
2024
Q4 | $166K | Sell |
937
-100
| -10% | -$17.7K | 0.07% | 36 |
|
|
2024
Q3 | $204K | Hold |
1,037
| – | – | 0.11% | 25 |
|
|
2024
Q2 | $177K | Hold |
1,037
| – | – | 0.1% | 23 |
|
|
2024
Q1 | $189K | Buy |
+1,037
| New | +$189K | 0.11% | 23 |
|
|
2023
Q4 | – | Sell |
-1,078
| Closed | -$160K | – | 11 |
|
|
2023
Q3 | $160K | Buy |
+1,078
| New | +$160K | 0.13% | 25 |
|
|
2023
Q1 | – | Sell |
-1,634
| Closed | -$264K | – | 21 |
|
|
2022
Q4 | $264K | Sell |
1,634
-185
| -10% | -$29.9K | 0.21% | 17 |
|
|
2022
Q3 | $268K | Buy |
1,819
+185
| +11% | +$27.3K | 0.24% | 22 |
|
|
2022
Q2 | $250K | Hold |
1,634
| – | – | 0.16% | 21 |
|
|
2022
Q1 | $264K | Hold |
1,634
| – | – | 0.15% | 21 |
|
|
2021
Q4 | $221K | Buy |
+1,634
| New | +$221K | 0.12% | 24 |
|
|
2021
Q2 | – | Sell |
-2,125
| Closed | -$230K | – | 21 |
|
|
2021
Q1 | $230K | Buy |
2,125
+2,018
| +1,886% | +$218K | 0.17% | 20 |
|
|
2020
Q4 | $227 | Buy |
+107
| New | +$227 | 0.15% | 15 |
|
|
2020
Q3 | – | Sell |
-2,125
| Closed | -$208K | – | 19 |
|
|
2020
Q2 | $208K | Buy |
+2,125
| New | +$208K | 0.16% | 18 |
|