Kellett Wealth Advisors’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Sell |
3,268
-667
| -17% | -$124K | 0.4% | 35 |
|
|
2025
Q1 | $824K | Buy |
3,935
+172
| +5% | +$36K | 0.57% | 27 |
|
|
2024
Q4 | $669K | Sell |
3,763
-364
| -9% | -$64.7K | 0.46% | 29 |
|
|
2024
Q3 | $815K | Buy |
4,127
+100
| +2% | +$19.7K | 0.58% | 23 |
|
|
2024
Q2 | $691K | Sell |
4,027
-200
| -5% | -$34.3K | 0.56% | 25 |
|
|
2024
Q1 | $770K | Buy |
4,227
+50
| +1% | +$9.11K | 0.53% | 32 |
|
|
2023
Q4 | $647K | Hold |
4,177
| – | – | 0.48% | 33 |
|
|
2023
Q3 | $623K | Buy |
4,177
+150
| +4% | +$22.4K | 0.53% | 25 |
|
|
2023
Q2 | $543K | Buy |
4,027
+477
| +13% | +$64.3K | 0.49% | 27 |
|
|
2023
Q1 | $566K | Buy |
3,550
+100
| +3% | +$15.9K | 0.54% | 23 |
|
|
2022
Q4 | $558K | Hold |
3,450
| – | – | 0.54% | 22 |
|
|
2022
Q3 | $505K | Hold |
3,450
| – | – | 0.62% | 22 |
|
|
2022
Q2 | $529K | Buy |
3,450
+350
| +11% | +$53.7K | 0.68% | 22 |
|
|
2022
Q1 | $503K | Buy |
3,100
+480
| +18% | +$77.9K | 0.4% | 28 |
|
|
2021
Q4 | $354K | Buy |
+2,620
| New | +$354K | 0.27% | 36 |
|