EWM
Empirical Wealth Management’s AbbVie ABBV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.15M | Sell |
33,152
-5,874
| -15% | -$1.09M | 0.14% | 116 |
|
2025
Q1 | $8.18M | Sell |
39,026
-46,069
| -54% | -$9.65M | 0.21% | 95 |
|
2024
Q4 | $15.1M | Buy |
85,095
+6,162
| +8% | +$1.09M | 0.41% | 48 |
|
2024
Q3 | $15.6M | Buy |
78,933
+5,699
| +8% | +$1.13M | 0.44% | 47 |
|
2024
Q2 | $12.6M | Buy |
73,234
+1,675
| +2% | +$287K | 0.37% | 56 |
|
2024
Q1 | $13M | Buy |
71,559
+6,865
| +11% | +$1.25M | 0.39% | 47 |
|
2023
Q4 | $10M | Buy |
64,694
+5,519
| +9% | +$855K | 0.33% | 60 |
|
2023
Q3 | $8.82M | Buy |
59,175
+4,048
| +7% | +$603K | 0.35% | 63 |
|
2023
Q2 | $7.43M | Buy |
55,127
+4,919
| +10% | +$663K | 0.3% | 68 |
|
2023
Q1 | $8M | Buy |
50,208
+4,387
| +10% | +$699K | 0.35% | 60 |
|
2022
Q4 | $7.41M | Buy |
45,821
+693
| +2% | +$112K | 0.35% | 56 |
|
2022
Q3 | $6.06M | Buy |
45,128
+10,978
| +32% | +$1.47M | 0.32% | 66 |
|
2022
Q2 | $5.23M | Buy |
34,150
+21,962
| +180% | +$3.36M | 0.27% | 67 |
|
2022
Q1 | $1.98M | Sell |
12,188
-2,447
| -17% | -$397K | 0.1% | 136 |
|
2021
Q4 | $1.98M | Buy |
14,635
+1,268
| +9% | +$172K | 0.1% | 133 |
|
2021
Q3 | $1.44M | Buy |
13,367
+1,169
| +10% | +$126K | 0.08% | 149 |
|
2021
Q2 | $1.37M | Buy |
12,198
+664
| +6% | +$74.8K | 0.08% | 146 |
|
2021
Q1 | $1.25M | Buy |
11,534
+1,143
| +11% | +$124K | 0.1% | 133 |
|
2020
Q4 | $1.11M | Buy |
10,391
+243
| +2% | +$26K | 0.08% | 140 |
|
2020
Q3 | $889K | Sell |
10,148
-1,792
| -15% | -$157K | 0.08% | 150 |
|
2020
Q2 | $1.17M | Sell |
11,940
-923
| -7% | -$90.6K | 0.11% | 117 |
|
2020
Q1 | $980K | Buy |
12,863
+1,147
| +10% | +$87.4K | 0.11% | 113 |
|
2019
Q4 | $1.04M | Buy |
11,716
+3,057
| +35% | +$271K | 0.11% | 117 |
|
2019
Q3 | $656K | Buy |
8,659
+2,963
| +52% | +$224K | 0.08% | 141 |
|
2019
Q2 | $414K | Buy |
5,696
+2,709
| +91% | +$197K | 0.05% | 171 |
|
2019
Q1 | $241K | Buy |
2,987
+817
| +38% | +$65.9K | 0.04% | 207 |
|
2018
Q4 | $200K | Buy |
+2,170
| New | +$200K | 0.03% | 190 |
|
2018
Q3 | – | Sell |
-2,255
| Closed | -$209K | – | 214 |
|
2018
Q2 | $209K | Buy |
+2,255
| New | +$209K | 0.04% | 174 |
|
2018
Q1 | – | Sell |
-2,705
| Closed | -$262K | – | 172 |
|
2017
Q4 | $262K | Buy |
+2,705
| New | +$262K | 0.06% | 124 |
|