EHWM
Eads & Heald Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
10,307
-64
| -0.6% | -$11.9K | 0.95% | 42 |
|
|
2025
Q1 | $2.17M | Sell |
10,371
-670
| -6% | -$140K | 1.1% | 32 |
|
|
2024
Q4 | $1.96M | Sell |
11,041
-62
| -0.6% | -$11K | 0.97% | 40 |
|
|
2024
Q3 | $2.19M | Sell |
11,103
-1,051
| -9% | -$208K | 1.04% | 39 |
|
|
2024
Q2 | $2.09M | Sell |
12,154
-396
| -3% | -$67.9K | 1.01% | 40 |
|
|
2024
Q1 | $2.29M | Sell |
12,550
-1,414
| -10% | -$257K | 1.07% | 32 |
|
|
2023
Q4 | $2.16M | Sell |
13,964
-16
| -0.1% | -$2.48K | 1.04% | 36 |
|
|
2023
Q3 | $2.08M | Sell |
13,980
-390
| -3% | -$58.1K | 1.09% | 35 |
|
|
2023
Q2 | $1.94M | Sell |
14,370
-503
| -3% | -$67.8K | 0.95% | 42 |
|
|
2023
Q1 | $2.37M | Sell |
14,873
-167
| -1% | -$26.6K | 1.17% | 28 |
|
|
2022
Q4 | $2.43M | Sell |
15,040
-21
| -0.1% | -$3.39K | 1.24% | 27 |
|
|
2022
Q3 | $2.02M | Buy |
15,061
+699
| +5% | +$93.8K | 1.15% | 34 |
|
|
2022
Q2 | $2.2M | Sell |
14,362
-258
| -2% | -$39.5K | 1.18% | 27 |
|
|
2022
Q1 | $2.37M | Sell |
14,620
-319
| -2% | -$51.7K | 1.1% | 34 |
|
|
2021
Q4 | $2.02M | Buy |
14,939
+256
| +2% | +$34.7K | 0.88% | 53 |
|
|
2021
Q3 | $1.58M | Buy |
14,683
+1,958
| +15% | +$211K | 0.77% | 62 |
|
|
2021
Q2 | $1.43M | Buy |
12,725
+6,976
| +121% | +$786K | 0.7% | 72 |
|
|
2021
Q1 | $622K | Buy |
5,749
+110
| +2% | +$11.9K | 0.32% | 100 |
|
|
2020
Q4 | $604K | Buy |
5,639
+87
| +2% | +$9.32K | 0.33% | 101 |
|
|
2020
Q3 | $486K | Buy |
5,552
+2,075
| +60% | +$182K | 0.29% | 102 |
|
|
2020
Q2 | $341K | Buy |
+3,477
| New | +$341K | 0.21% | 108 |
|
|
2020
Q1 | – | Sell |
-2,978
| Closed | -$264K | – | 119 |
|
|
2019
Q4 | $264K | Sell |
2,978
-35
| -1% | -$3.1K | 0.14% | 122 |
|
|
2019
Q3 | $228K | Sell |
3,013
-120
| -4% | -$9.08K | 0.13% | 125 |
|
|
2019
Q2 | $228K | Hold |
3,133
| – | – | 0.13% | 123 |
|
|
2019
Q1 | $252K | Buy |
3,133
+40
| +1% | +$3.22K | 0.15% | 119 |
|
|
2018
Q4 | $285K | Buy |
+3,093
| New | +$285K | 0.19% | 113 |
|