Lyell Wealth Management’s AbbVie ABBV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Sell
1,520
-95
-6% -$17.6K 0.02% 186
2025
Q1
$338K Hold
1,615
0.03% 165
2024
Q4
$287K Sell
1,615
-56
-3% -$9.95K 0.03% 172
2024
Q3
$330K Hold
1,671
0.03% 172
2024
Q2
$287K Buy
1,671
+64
+4% +$11K 0.03% 174
2024
Q1
$293K Buy
1,607
+25
+2% +$4.55K 0.03% 172
2023
Q4
$245K Sell
1,582
-82
-5% -$12.7K 0.03% 175
2023
Q3
$248K Sell
1,664
-709
-30% -$106K 0.03% 159
2023
Q2
$320K Sell
2,373
-44
-2% -$5.93K 0.04% 154
2023
Q1
$385K Buy
2,417
+60
+3% +$9.56K 0.05% 152
2022
Q4
$381K Buy
2,357
+314
+15% +$50.8K 0.06% 149
2022
Q3
$274K Sell
2,043
-294
-13% -$39.4K 0.05% 159
2022
Q2
$358K Buy
2,337
+261
+13% +$40K 0.06% 149
2022
Q1
$336K Buy
2,076
+283
+16% +$45.8K 0.04% 161
2021
Q4
$243K Sell
1,793
-131
-7% -$17.8K 0.03% 170
2021
Q3
$208K Sell
1,924
-27
-1% -$2.92K 0.03% 174
2021
Q2
$220K Sell
1,951
-567
-23% -$63.9K 0.03% 176
2021
Q1
$272K Buy
+2,518
New +$272K 0.04% 158