ISWM
Independent Solutions Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
13,112
-169
| -1% | -$31.4K | 0.48% | 70 |
|
|
2025
Q1 | $2.78M | Sell |
13,281
-150
| -1% | -$31.4K | 0.62% | 53 |
|
|
2024
Q4 | $2.39M | Sell |
13,431
-270
| -2% | -$48K | 0.52% | 57 |
|
|
2024
Q3 | $2.71M | Buy |
13,701
+54
| +0.4% | +$10.7K | 0.61% | 49 |
|
|
2024
Q2 | $2.34M | Buy |
13,647
+146
| +1% | +$25K | 0.54% | 57 |
|
|
2024
Q1 | $2.46M | Buy |
13,501
+708
| +6% | +$129K | 0.58% | 50 |
|
|
2023
Q4 | $1.98M | Buy |
12,793
+5,580
| +77% | +$865K | 0.51% | 58 |
|
|
2023
Q3 | $1.08M | Buy |
7,213
+4,986
| +224% | +$743K | 0.28% | 85 |
|
|
2023
Q2 | $300K | Sell |
2,227
-1,310
| -37% | -$176K | 0.08% | 168 |
|
|
2023
Q1 | $564K | Sell |
3,537
-104
| -3% | -$16.6K | 0.17% | 113 |
|
|
2022
Q4 | $588K | Sell |
3,641
-466
| -11% | -$75.3K | 0.18% | 109 |
|
|
2022
Q3 | $551K | Sell |
4,107
-99
| -2% | -$13.3K | 0.18% | 105 |
|
|
2022
Q2 | $644K | Buy |
4,206
+151
| +4% | +$23.1K | 0.2% | 99 |
|
|
2022
Q1 | $657K | Buy |
4,055
+33
| +0.8% | +$5.35K | 0.15% | 112 |
|
|
2021
Q4 | $545K | Buy |
4,022
+75
| +2% | +$10.2K | 0.13% | 131 |
|
|
2021
Q3 | $426K | Buy |
3,947
+341
| +9% | +$36.8K | 0.11% | 147 |
|
|
2021
Q2 | $406K | Buy |
3,606
+1,282
| +55% | +$144K | 0.1% | 150 |
|
|
2021
Q1 | $252K | Buy |
+2,324
| New | +$252K | 0.07% | 167 |
|