EWM
Endowment Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Sell |
2,424
-82
| -3% | -$15.2K | 0.23% | 80 |
|
|
2025
Q1 | $525K | Buy |
2,506
+218
| +10% | +$45.7K | 0.34% | 65 |
|
|
2024
Q4 | $407K | Sell |
2,288
-15
| -0.7% | -$2.67K | 0.27% | 73 |
|
|
2024
Q3 | $455K | Buy |
2,303
+87
| +4% | +$17.2K | 0.3% | 69 |
|
|
2024
Q2 | $380K | Buy |
2,216
+15
| +0.7% | +$2.57K | 0.28% | 74 |
|
|
2024
Q1 | $401K | Sell |
2,201
-100
| -4% | -$18.2K | 0.3% | 73 |
|
|
2023
Q4 | $357K | Sell |
2,301
-326
| -12% | -$50.5K | 0.3% | 74 |
|
|
2023
Q3 | $392K | Buy |
2,627
+394
| +18% | +$58.7K | 0.35% | 73 |
|
|
2023
Q2 | $301K | Sell |
2,233
-1
| -0% | -$135 | 0.28% | 96 |
|
|
2023
Q1 | $356K | Sell |
2,234
-374
| -14% | -$59.6K | 0.36% | 71 |
|
|
2022
Q4 | $422K | Buy |
2,608
+35
| +1% | +$5.66K | 0.46% | 57 |
|
|
2022
Q3 | $345K | Buy |
2,573
+24
| +0.9% | +$3.22K | 0.42% | 67 |
|
|
2022
Q2 | $390K | Sell |
2,549
-56
| -2% | -$8.57K | 0.47% | 59 |
|
|
2022
Q1 | $422K | Sell |
2,605
-409
| -14% | -$66.3K | 0.44% | 56 |
|
|
2021
Q4 | $408K | Buy |
+3,014
| New | +$408K | 0.41% | 50 |
|