Holistic Financial Partners’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $494K | Sell |
2,664
-156
| -6% | -$29K | 0.22% | 55 |
|
2025
Q1 | $591K | Buy |
2,820
+138
| +5% | +$28.9K | 0.28% | 45 |
|
2024
Q4 | $477K | Sell |
2,682
-28
| -1% | -$4.98K | 0.24% | 54 |
|
2024
Q3 | $535K | Buy |
2,710
+90
| +3% | +$17.8K | 0.26% | 46 |
|
2024
Q2 | $449K | Buy |
2,620
+60
| +2% | +$10.3K | 0.23% | 54 |
|
2024
Q1 | $466K | Sell |
2,560
-48
| -2% | -$8.74K | 0.24% | 52 |
|
2023
Q4 | $404K | Buy |
2,608
+389
| +18% | +$60.3K | 0.24% | 58 |
|
2023
Q3 | $331K | Buy |
2,219
+78
| +4% | +$11.6K | 0.22% | 62 |
|
2023
Q2 | $288K | Sell |
2,141
-289
| -12% | -$38.9K | 0.2% | 69 |
|
2023
Q1 | $387K | Buy |
2,430
+223
| +10% | +$35.5K | 0.3% | 52 |
|
2022
Q4 | $357K | Sell |
2,207
-47
| -2% | -$7.6K | 0.32% | 50 |
|
2022
Q3 | $303K | Buy |
2,254
+11
| +0.5% | +$1.48K | 0.3% | 54 |
|
2022
Q2 | $344K | Buy |
2,243
+32
| +1% | +$4.91K | 0.32% | 50 |
|
2022
Q1 | $358K | Sell |
2,211
-250
| -10% | -$40.5K | 0.23% | 59 |
|
2021
Q4 | $333K | Buy |
2,461
+15
| +0.6% | +$2.03K | 0.19% | 75 |
|
2021
Q3 | $264K | Buy |
2,446
+272
| +13% | +$29.4K | 0.16% | 89 |
|
2021
Q2 | $245K | Buy |
2,174
+42
| +2% | +$4.73K | 0.15% | 97 |
|
2021
Q1 | $231K | Sell |
2,132
-450
| -17% | -$48.8K | 0.15% | 96 |
|
2020
Q4 | $277K | Buy |
+2,582
| New | +$277K | 0.19% | 79 |
|
2018
Q2 | – | Sell |
-711
| Closed | -$67K | – | 36 |
|
2018
Q1 | $67K | Hold |
711
| – | – | 0.06% | 156 |
|
2017
Q4 | $69K | Buy |
+711
| New | +$69K | 0.06% | 154 |
|