EWM
Evermay Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
6,569
-472
| -7% | -$87.6K | 0.15% | 69 |
|
|
2025
Q1 | $1.48M | Sell |
7,041
-441
| -6% | -$92.4K | 0.19% | 51 |
|
|
2024
Q4 | $1.33M | Sell |
7,482
-52
| -0.7% | -$9.24K | 0.2% | 58 |
|
|
2024
Q3 | $1.49M | Sell |
7,534
-25
| -0.3% | -$4.94K | 0.24% | 56 |
|
|
2024
Q2 | $1.3M | Sell |
7,559
-25
| -0.3% | -$4.29K | 0.21% | 63 |
|
|
2024
Q1 | $1.38M | Buy |
7,584
+118
| +2% | +$21.5K | 0.21% | 61 |
|
|
2023
Q4 | $1.16M | Sell |
7,466
-121
| -2% | -$18.8K | 0.21% | 52 |
|
|
2023
Q3 | $1.13M | Buy |
7,587
+58
| +0.8% | +$8.65K | 0.23% | 51 |
|
|
2023
Q2 | $1.01M | Sell |
7,529
-650
| -8% | -$87.6K | 0.2% | 54 |
|
|
2023
Q1 | $1.3M | Sell |
8,179
-405
| -5% | -$64.5K | 0.26% | 42 |
|
|
2022
Q4 | $1.39M | Sell |
8,584
-640
| -7% | -$103K | 0.28% | 42 |
|
|
2022
Q3 | $1.24M | Sell |
9,224
-279
| -3% | -$37.4K | 0.25% | 44 |
|
|
2022
Q2 | $1.46M | Buy |
9,503
+205
| +2% | +$31.4K | 0.28% | 42 |
|
|
2022
Q1 | $1.51M | Buy |
9,298
+309
| +3% | +$50.1K | 0.25% | 47 |
|
|
2021
Q4 | $1.22M | Buy |
8,989
+250
| +3% | +$33.8K | 0.22% | 42 |
|
|
2021
Q3 | $943K | Buy |
8,739
+265
| +3% | +$28.6K | 0.18% | 47 |
|
|
2021
Q2 | $955K | Hold |
8,474
| – | – | 0.18% | 56 |
|
|
2021
Q1 | $917K | Sell |
8,474
-308
| -4% | -$33.3K | 0.18% | 53 |
|
|
2020
Q4 | $941K | Sell |
8,782
-340
| -4% | -$36.4K | 0.21% | 49 |
|
|
2020
Q3 | $799K | Buy |
9,122
+100
| +1% | +$8.76K | 0.2% | 55 |
|
|
2020
Q2 | $886K | Sell |
9,022
-535
| -6% | -$52.5K | 0.23% | 45 |
|
|
2020
Q1 | $728K | Sell |
9,557
-671
| -7% | -$51.1K | 0.22% | 49 |
|
|
2019
Q4 | $906K | Sell |
10,228
-888
| -8% | -$78.7K | 0.22% | 51 |
|
|
2019
Q3 | $842K | Sell |
11,116
-1,738
| -14% | -$132K | 0.23% | 48 |
|
|
2019
Q2 | $935K | Sell |
12,854
-1,071
| -8% | -$77.9K | 0.26% | 43 |
|
|
2019
Q1 | $1.12M | Sell |
13,925
-835
| -6% | -$67.3K | 0.32% | 36 |
|
|
2018
Q4 | $1.36M | Sell |
14,760
-128
| -0.9% | -$11.8K | 0.44% | 30 |
|
|
2018
Q3 | $1.41M | Sell |
14,888
-1,202
| -7% | -$114K | 0.44% | 29 |
|
|
2018
Q2 | $1.49M | Hold |
16,090
| – | – | 0.5% | 25 |
|
|
2018
Q1 | $1.52M | Buy |
16,090
+4,099
| +34% | +$388K | 0.52% | 24 |
|
|
2017
Q4 | $1.16M | Buy |
11,991
+3,945
| +49% | +$382K | 0.42% | 30 |
|
|
2017
Q3 | $715K | Buy |
8,046
+500
| +7% | +$44.4K | 0.31% | 30 |
|
|
2017
Q2 | $547K | Hold |
7,546
| – | – | 0.24% | 35 |
|
|
2017
Q1 | $492K | Buy |
7,546
+720
| +11% | +$46.9K | 0.22% | 42 |
|
|
2016
Q4 | $427K | Hold |
6,826
| – | – | 0.21% | 39 |
|
|
2016
Q3 | $431K | Hold |
6,826
| – | – | 0.22% | 39 |
|
|
2016
Q2 | $423K | Sell |
6,826
-1,240
| -15% | -$76.8K | 0.22% | 41 |
|
|
2016
Q1 | $461K | Hold |
8,066
| – | – | 0.26% | 37 |
|
|
2015
Q4 | $478K | Sell |
8,066
-1,915
| -19% | -$113K | 0.28% | 31 |
|
|
2015
Q3 | $543K | Buy |
9,981
+372
| +4% | +$20.2K | 0.33% | 32 |
|
|
2015
Q2 | $646K | Sell |
9,609
-302
| -3% | -$20.3K | 0.38% | 29 |
|
|
2015
Q1 | $580K | Buy |
9,911
+1,560
| +19% | +$91.3K | 0.34% | 32 |
|
|
2014
Q4 | $546K | Buy |
8,351
+586
| +8% | +$38.3K | 0.35% | 34 |
|
|
2014
Q3 | $449K | Buy |
7,765
+918
| +13% | +$53.1K | 0.39% | 41 |
|
|
2014
Q2 | $386K | Buy |
6,847
+1,150
| +20% | +$64.8K | 0.33% | 46 |
|
|
2014
Q1 | $293K | Sell |
5,697
-507
| -8% | -$26.1K | 0.31% | 50 |
|
|
2013
Q4 | $328K | Buy |
+6,204
| New | +$328K | 0.46% | 35 |
|