MSFP
Mark Sheptoff Financial Planning’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Sell |
25,429
-10
| -0% | -$1.86K | 2.52% | 13 |
|
|
2025
Q1 | $5.33M | Hold |
25,439
| – | – | 2.94% | 10 |
|
|
2024
Q4 | $4.52M | Hold |
25,439
| – | – | 2.43% | 10 |
|
|
2024
Q3 | $5.02M | Sell |
25,439
-225
| -0.9% | -$44.4K | 2.67% | 9 |
|
|
2024
Q2 | $4.4M | Sell |
25,664
-565
| -2% | -$96.9K | 2.46% | 10 |
|
|
2024
Q1 | $4.78M | Sell |
26,229
-39
| -0.1% | -$7.1K | 2.65% | 9 |
|
|
2023
Q4 | $4.07M | Sell |
26,268
-100
| -0.4% | -$15.5K | 2.45% | 10 |
|
|
2023
Q3 | $3.93M | Sell |
26,368
-1,580
| -6% | -$236K | 2.52% | 10 |
|
|
2023
Q2 | $3.77M | Sell |
27,948
-2,278
| -8% | -$307K | 2.15% | 11 |
|
|
2023
Q1 | $4.82M | Buy |
30,226
+2
| +0% | +$319 | 2.8% | 9 |
|
|
2022
Q4 | $4.88M | Sell |
30,224
-98
| -0.3% | -$15.8K | 2.86% | 9 |
|
|
2022
Q3 | $4.07M | Sell |
30,322
-648
| -2% | -$87K | 2.48% | 11 |
|
|
2022
Q2 | $4.74M | Sell |
30,970
-468
| -1% | -$71.7K | 2.73% | 10 |
|
|
2022
Q1 | $5.1M | Sell |
31,438
-98
| -0.3% | -$15.9K | 2.56% | 11 |
|
|
2021
Q4 | $4.27M | Buy |
31,536
+836
| +3% | +$113K | 2.04% | 11 |
|
|
2021
Q3 | $3.31M | Buy |
30,700
+2,102
| +7% | +$227K | 1.82% | 12 |
|
|
2021
Q2 | $3.22M | Buy |
28,598
+1,293
| +5% | +$146K | 1.73% | 13 |
|
|
2021
Q1 | $2.96M | Sell |
27,305
-5
| -0% | -$541 | 1.7% | 14 |
|
|
2020
Q4 | $2.93M | Buy |
27,310
+110
| +0.4% | +$11.8K | 1.66% | 12 |
|
|
2020
Q3 | $2.38M | Buy |
27,200
+1,142
| +4% | +$100K | 1.47% | 18 |
|
|
2020
Q2 | $2.56M | Buy |
26,058
+1,360
| +6% | +$134K | 1.66% | 13 |
|
|
2020
Q1 | $1.88M | Buy |
24,698
+3,400
| +16% | +$259K | 1.42% | 20 |
|
|
2019
Q4 | $1.89M | Hold |
21,298
| – | – | 1.19% | 23 |
|
|
2019
Q3 | $1.61M | Sell |
21,298
-3,900
| -15% | -$295K | 1.09% | 22 |
|
|
2019
Q2 | $1.83M | Hold |
25,198
| – | – | 1.25% | 20 |
|
|
2019
Q1 | $2.03M | Sell |
25,198
-18,452
| -42% | -$1.49M | 1.46% | 17 |
|
|
2018
Q4 | $4.02M | Buy |
43,650
+271
| +0.6% | +$25K | 3.34% | 6 |
|
|
2018
Q3 | $4.1M | Buy |
43,379
+307
| +0.7% | +$29K | 2.81% | 7 |
|
|
2018
Q2 | $3.99M | Sell |
43,072
-243
| -0.6% | -$22.5K | 2.95% | 6 |
|
|
2018
Q1 | $4.1M | Sell |
43,315
-330
| -0.8% | -$31.2K | 2.84% | 8 |
|
|
2017
Q4 | $4.22M | Sell |
43,645
-595
| -1% | -$57.5K | 2.75% | 7 |
|
|
2017
Q3 | $3.93M | Buy |
44,240
+106
| +0.2% | +$9.42K | 2.64% | 7 |
|
|
2017
Q2 | $3.2M | Sell |
44,134
-694
| -2% | -$50.3K | 2.2% | 11 |
|
|
2017
Q1 | $2.92M | Buy |
44,828
+2,108
| +5% | +$137K | 2.08% | 12 |
|
|
2016
Q4 | $2.68M | Buy |
42,720
+206
| +0.5% | +$12.9K | 1.99% | 12 |
|
|
2016
Q3 | $2.68M | Buy |
42,514
+1,406
| +3% | +$88.7K | 1.99% | 10 |
|
|
2016
Q2 | $2.55M | Buy |
41,108
+806
| +2% | +$49.9K | 1.9% | 14 |
|
|
2016
Q1 | $2.3M | Sell |
40,302
-493
| -1% | -$28.2K | 1.87% | 14 |
|
|
2015
Q4 | $2.42M | Buy |
40,795
+3,656
| +10% | +$217K | 1.96% | 11 |
|
|
2015
Q3 | $2.02M | Sell |
37,139
-559
| -1% | -$30.4K | 1.77% | 15 |
|
|
2015
Q2 | $2.53M | Buy |
37,698
+2,905
| +8% | +$195K | 2.05% | 12 |
|
|
2015
Q1 | $2.04M | Buy |
34,793
+4,106
| +13% | +$240K | 1.7% | 14 |
|
|
2014
Q4 | $2.01M | Buy |
30,687
+204
| +0.7% | +$13.3K | 1.78% | 14 |
|
|
2014
Q3 | $1.76M | Buy |
30,483
+4
| +0% | +$231 | 1.56% | 16 |
|
|
2014
Q2 | $1.72M | Sell |
30,479
-1,395
| -4% | -$78.7K | 1.47% | 19 |
|
|
2014
Q1 | $1.64M | Buy |
+31,874
| New | +$1.64M | 1.45% | 18 |
|