FWP
Falcon Wealth Planning’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Buy |
2,649
+33
| +1% | +$6.13K | 0.05% | 102 |
|
|
2025
Q1 | $548K | Buy |
2,616
+254
| +11% | +$53.2K | 0.06% | 95 |
|
|
2024
Q4 | $420K | Sell |
2,362
-31
| -1% | -$5.51K | 0.05% | 109 |
|
|
2024
Q3 | $473K | Sell |
2,393
-551
| -19% | -$109K | 0.06% | 91 |
|
|
2024
Q2 | $505K | Sell |
2,944
-159
| -5% | -$27.3K | 0.07% | 76 |
|
|
2024
Q1 | $565K | Buy |
3,103
+91
| +3% | +$16.6K | 0.09% | 75 |
|
|
2023
Q4 | $467K | Buy |
3,012
+1,393
| +86% | +$216K | 0.08% | 79 |
|
|
2023
Q3 | $241K | Buy |
1,619
+23
| +1% | +$3.43K | 0.05% | 96 |
|
|
2023
Q2 | $215K | Buy |
1,596
+140
| +10% | +$18.9K | 0.05% | 101 |
|
|
2023
Q1 | $232K | Buy |
+1,456
| New | +$232K | 0.06% | 90 |
|