Cassady Schiller Wealth Management’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $478K | Buy |
2,689
+80
| +3% | +$14.2K | 0.18% | 71 |
|
|
2024
Q3 | $515K | Sell |
2,609
-333
| -11% | -$65.8K | 0.19% | 70 |
|
|
2024
Q2 | $505K | Sell |
2,942
-37
| -1% | -$6.35K | 0.21% | 64 |
|
|
2024
Q1 | $543K | Buy |
2,979
+59
| +2% | +$10.7K | 0.24% | 62 |
|
|
2023
Q4 | $453K | Sell |
2,920
-130
| -4% | -$20.1K | 0.23% | 65 |
|
|
2023
Q3 | $455K | Buy |
3,050
+177
| +6% | +$26.4K | 0.25% | 63 |
|
|
2023
Q2 | $387K | Buy |
2,873
+333
| +13% | +$44.9K | 0.21% | 73 |
|
|
2023
Q1 | $405K | Sell |
2,540
-46
| -2% | -$7.33K | 0.19% | 71 |
|
|
2022
Q4 | $418K | Sell |
2,586
-420
| -14% | -$67.9K | 0.26% | 69 |
|
|
2022
Q3 | $403K | Buy |
3,006
+298
| +11% | +$40K | 0.23% | 69 |
|
|
2022
Q2 | $415K | Buy |
2,708
+36
| +1% | +$5.52K | 0.22% | 64 |
|
|
2022
Q1 | $433K | Buy |
2,672
+1,330
| +99% | +$216K | 0.21% | 69 |
|
|
2021
Q4 | $182K | Buy |
+1,342
| New | +$182K | 0.11% | 105 |
|