Lenox Wealth Advisors’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $235K | Buy |
1,344
+68
| +5% | +$9.88K | 0.03% | 99 |
|
|
2021
Q4 | $173K | Buy |
1,276
+37
| +3% | +$4.37K | 0.02% | 126 |
|
|
2021
Q3 | $134K | Buy |
1,239
+354
| +40% | +$40.5K | 0.02% | 136 |
|
|
2021
Q2 | $100K | Buy |
885
+806
| +1,020% | +$90.8K | 0.01% | 157 |
|
|
2021
Q1 | $9K | Sell |
79
-26
| -25% | -$2.78K | ﹤0.01% | 432 |
|
|
2020
Q4 | $11K | Buy |
105
+4
| +4% | +$384 | ﹤0.01% | 405 |
|
|
2020
Q3 | $9K | Hold |
101
| – | – | ﹤0.01% | 381 |
|
|
2020
Q2 | $10K | Sell |
101
-28
| -22% | -$2.46K | ﹤0.01% | 373 |
|
|
2020
Q1 | $10K | Sell |
129
-2
| -2% | -$170 | ﹤0.01% | 339 |
|
|
2019
Q4 | $12K | Sell |
131
-152
| -54% | -$12.6K | ﹤0.01% | 391 |
|
|
2019
Q3 | $21K | Buy |
283
+204
| +258% | +$14K | ﹤0.01% | 291 |
|
|
2019
Q2 | $6K | Buy |
79
+4
| +5% | +$314 | ﹤0.01% | 306 |
|
|
2019
Q1 | $6K | Sell |
75
-106
| -59% | -$8.67K | ﹤0.01% | 320 |
|
|
2018
Q4 | $17K | Hold |
181
| – | – | ﹤0.01% | 205 |
|
|
2018
Q3 | $17K | Sell |
181
-454
| -71% | -$43.1K | ﹤0.01% | 216 |
|
|
2018
Q2 | $59K | Buy |
635
+60
| +10% | +$5.86K | 0.01% | 124 |
|
|
2018
Q1 | $54K | Buy |
+575
| New | +$63.2K | 0.01% | 156 |
|
|
2017
Q4 | – | Sell |
-12
| Closed | -$1K | – | 378 |
|
|
2017
Q3 | $1K | Sell |
12
-10
| -45% | -$761 | ﹤0.01% | 190 |
|
|
2017
Q2 | $2K | Buy |
+22
| New | +$1.48K | ﹤0.01% | 92 |
|
|
2016
Q4 | – | Sell |
-728
| Closed | -$46K | – | 107 |
|
|
2016
Q3 | $46K | Hold |
728
| – | – | 0.01% | 89 |
|
|
2016
Q2 | $45K | Hold |
728
| – | – | 0.01% | 92 |
|
|
2016
Q1 | $42K | Hold |
728
| – | – | 0.01% | 97 |
|
|
2015
Q4 | $43K | Hold |
728
| – | – | 0.01% | 96 |
|
|
2015
Q3 | $40K | Buy |
728
+228
| +46% | +$14.8K | 0.01% | 99 |
|
|
2015
Q2 | $34K | Hold |
500
| – | – | 0.01% | 79 |
|
|
2015
Q1 | $29K | Sell |
500
-250
| -33% | -$15.1K | 0.01% | 101 |
|
|
2014
Q4 | $49K | Hold |
750
| – | – | 0.02% | 84 |
|
|
2014
Q3 | $43K | Hold |
750
| – | – | 0.02% | 89 |
|
|
2014
Q2 | $42K | Hold |
750
| – | – | 0.02% | 73 |
|
|
2014
Q1 | $39K | Buy |
750
+250
| +50% | +$12.6K | 0.02% | 69 |
|
|
2013
Q4 | $26K | Buy |
+500
| New | +$24.6K | 0.02% | 98 |
|
Other funds holding ABBV
Lenox Wealth Advisors's ABBV Position: Q1 2022 in Review
Lenox Wealth Advisors increased its AbbVie (ABBV) stake by 5.3% in Q1 2022, buying an estimated $9.88K and bringing the position to 1,344 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #99.
Lenox Wealth Advisors first reported a position in ABBV in Q4 2013 and has held it in 31 quarters since. 3,052 funds tracked by Wall St. Rank hold ABBV as of Q1 2022.
- Lenox Wealth Advisors held 1,344 shares of AbbVie worth $235K as of Q1 2022.
- Lenox Wealth Advisors bought 68 AbbVie shares in Q1 2022, an estimated $9.88K.
- AbbVie made up 0.03% of Lenox Wealth Advisors's portfolio in Q1 2022, its #99 holding.
- Lenox Wealth Advisors first reported a position in AbbVie in Q4 2013 and has held it in 31 quarters since.
- 3,052 funds tracked by Wall St. Rank held AbbVie as of Q1 2022.
Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.