DWM
Defined Wealth Management’s AbbVie ABBV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $342K | Buy |
1,841
+367
| +25% | +$68.1K | 0.21% | 90 |
|
2025
Q1 | $309K | Sell |
1,474
-97
| -6% | -$20.3K | 0.21% | 92 |
|
2024
Q4 | $279K | Buy |
1,571
+31
| +2% | +$5.51K | 0.18% | 98 |
|
2024
Q3 | $304K | Sell |
1,540
-30
| -2% | -$5.92K | 0.2% | 97 |
|
2024
Q2 | $269K | Buy |
1,570
+28
| +2% | +$4.8K | 0.19% | 98 |
|
2024
Q1 | $281K | Buy |
1,542
+30
| +2% | +$5.46K | 0.2% | 95 |
|
2023
Q4 | $234K | Sell |
1,512
-16
| -1% | -$2.48K | 0.18% | 96 |
|
2023
Q3 | $228K | Buy |
+1,528
| New | +$228K | 0.19% | 95 |
|
2023
Q2 | – | Sell |
-1,467
| Closed | -$234K | – | 99 |
|
2023
Q1 | $234K | Hold |
1,467
| – | – | 0.22% | 93 |
|
2022
Q4 | $237K | Buy |
+1,467
| New | +$237K | 0.22% | 97 |
|
2022
Q3 | – | Sell |
-1,467
| Closed | -$225K | – | 92 |
|
2022
Q2 | $225K | Hold |
1,467
| – | – | 0.23% | 86 |
|
2022
Q1 | $238K | Buy |
+1,467
| New | +$238K | 0.21% | 90 |
|
2021
Q1 | – | Sell |
-1,399
| Closed | -$150K | – | 96 |
|
2020
Q4 | $150K | Buy |
+1,399
| New | +$150K | 0.15% | 100 |
|