DWM
Dakota Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.9M | Sell |
42,553
-1,691
| -4% | -$314K | 0.17% | 112 |
|
|
2025
Q1 | $9.27M | Buy |
44,244
+3,373
| +8% | +$707K | 0.22% | 93 |
|
|
2024
Q4 | $7.26M | Sell |
40,871
-117
| -0.3% | -$20.8K | 0.17% | 119 |
|
|
2024
Q3 | $8.09M | Buy |
40,988
+991
| +2% | +$196K | 0.18% | 110 |
|
|
2024
Q2 | $6.86M | Sell |
39,997
-227
| -0.6% | -$38.9K | 0.16% | 115 |
|
|
2024
Q1 | $7.32M | Buy |
40,224
+21,553
| +115% | +$3.92M | 0.18% | 115 |
|
|
2023
Q4 | $2.89M | Sell |
18,671
-3,068
| -14% | -$475K | 0.11% | 178 |
|
|
2023
Q3 | $3.24M | Buy |
21,739
+1,171
| +6% | +$175K | 0.14% | 153 |
|
|
2023
Q2 | $2.77M | Sell |
20,568
-26,144
| -56% | -$3.52M | 0.13% | 145 |
|
|
2023
Q1 | $7.44M | Sell |
46,712
-21,264
| -31% | -$3.39M | 0.5% | 52 |
|
|
2022
Q4 | $11M | Buy |
67,976
+8,867
| +15% | +$1.43M | 0.78% | 28 |
|
|
2022
Q3 | $7.93M | Buy |
59,109
+30,638
| +108% | +$4.11M | 0.64% | 33 |
|
|
2022
Q2 | $4.36M | Sell |
28,471
-1,078
| -4% | -$165K | 0.4% | 69 |
|
|
2022
Q1 | $4.79M | Buy |
29,549
+3,800
| +15% | +$616K | 0.39% | 74 |
|
|
2021
Q4 | $3.49M | Buy |
25,749
+1,906
| +8% | +$258K | 0.37% | 75 |
|
|
2021
Q3 | $2.57M | Sell |
23,843
-49,357
| -67% | -$5.32M | 0.3% | 94 |
|
|
2021
Q2 | $8.25M | Buy |
73,200
+48,669
| +198% | +$5.48M | 0.98% | 23 |
|
|
2021
Q1 | $2.66M | Buy |
24,531
+13,828
| +129% | +$1.5M | 0.35% | 79 |
|
|
2020
Q4 | $1.15M | Sell |
10,703
-59,959
| -85% | -$6.43M | 0.15% | 138 |
|
|
2020
Q3 | $6.19M | Sell |
70,662
-38,225
| -35% | -$3.35M | 0.98% | 25 |
|
|
2020
Q2 | $10.7M | Buy |
108,887
+16,618
| +18% | +$1.63M | 1.83% | 7 |
|
|
2020
Q1 | $7.03M | Buy |
92,269
+20,375
| +28% | +$1.55M | 1.53% | 15 |
|
|
2019
Q4 | $6.37M | Buy |
71,894
+42,499
| +145% | +$3.76M | 1.02% | 23 |
|
|
2019
Q3 | $2.23M | Buy |
+29,395
| New | +$2.23M | 0.38% | 75 |
|
|
2019
Q1 | – | Sell |
-13,078
| Closed | -$1.24M | – | 301 |
|
|
2018
Q4 | $1.24M | Buy |
13,078
+500
| +4% | +$47.3K | 0.28% | 80 |
|
|
2018
Q3 | $1.19M | Sell |
12,578
-2,874
| -19% | -$272K | 0.27% | 84 |
|
|
2018
Q2 | $1.43M | Buy |
15,452
+11,554
| +296% | +$1.07M | 0.4% | 62 |
|
|
2018
Q1 | $369K | Buy |
3,898
+1,040
| +36% | +$98.5K | 0.19% | 58 |
|
|
2017
Q4 | $276K | Buy |
+2,858
| New | +$276K | 0.15% | 63 |
|