Elmwood Wealth Management’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $356K | Sell |
1,916
-25
| -1% | -$4.64K | 0.14% | 104 |
|
2025
Q1 | $407K | Sell |
1,941
-165
| -8% | -$34.6K | 0.17% | 104 |
|
2024
Q4 | $374K | Sell |
2,106
-79
| -4% | -$14K | 0.15% | 106 |
|
2024
Q3 | $432K | Sell |
2,185
-100
| -4% | -$19.8K | 0.18% | 101 |
|
2024
Q2 | $392K | Hold |
2,285
| – | – | 0.17% | 98 |
|
2024
Q1 | $416K | Buy |
2,285
+320
| +16% | +$58.3K | 0.18% | 98 |
|
2023
Q4 | $305K | Sell |
1,965
-362
| -16% | -$56.1K | 0.21% | 92 |
|
2023
Q3 | $347K | Buy |
2,327
+25
| +1% | +$3.73K | 0.17% | 101 |
|
2023
Q2 | $310K | Sell |
2,302
-20
| -0.9% | -$2.7K | 0.14% | 104 |
|
2023
Q1 | $370K | Buy |
2,322
+137
| +6% | +$21.8K | 0.17% | 97 |
|
2022
Q4 | $353K | Hold |
2,185
| – | – | 0.18% | 98 |
|
2022
Q3 | $293K | Hold |
2,185
| – | – | 0.15% | 100 |
|
2022
Q2 | $335K | Hold |
2,185
| – | – | 0.19% | 93 |
|
2022
Q1 | $354K | Hold |
2,185
| – | – | 0.18% | 94 |
|
2021
Q4 | $296K | Buy |
+2,185
| New | +$296K | 0.14% | 104 |
|
2021
Q2 | $218K | Hold |
1,935
| – | – | 0.11% | 106 |
|
2021
Q1 | $209K | Buy |
+1,935
| New | +$209K | 0.13% | 101 |
|
2020
Q3 | $218K | Hold |
2,218
| – | – | 0.18% | 83 |
|
2020
Q2 | $218K | Sell |
2,218
-128
| -5% | -$12.6K | 0.18% | 83 |
|
2020
Q1 | $222K | Buy |
+2,346
| New | +$222K | 0.21% | 84 |
|
2019
Q4 | – | Sell |
-2,346
| Closed | -$178K | – | 88 |
|
2019
Q3 | $178K | Hold |
2,346
| – | – | 0.18% | 79 |
|
2019
Q2 | $171K | Hold |
2,346
| – | – | 0.15% | 88 |
|
2019
Q1 | $189K | Hold |
2,346
| – | – | 0.17% | 87 |
|
2018
Q4 | $216K | Hold |
2,346
| – | – | 0.21% | 84 |
|
2018
Q3 | $222K | Hold |
2,346
| – | – | 0.18% | 87 |
|
2018
Q2 | $217K | Hold |
2,346
| – | – | 0.2% | 88 |
|
2018
Q1 | $222K | Buy |
+2,346
| New | +$222K | 0.21% | 84 |
|