MWM
Mascoma Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.7K | Sell |
397
-400
| -50% | -$74.2K | 0.02% | 158 |
|
|
2025
Q1 | $167K | Hold |
797
| – | – | 0.04% | 100 |
|
|
2024
Q4 | $142K | Buy |
797
+87
| +12% | +$15.5K | 0.04% | 112 |
|
|
2024
Q3 | $140K | Sell |
710
-263
| -27% | -$51.9K | 0.03% | 112 |
|
|
2024
Q2 | $167K | Buy |
973
+50
| +5% | +$8.58K | 0.04% | 102 |
|
|
2024
Q1 | $168K | Hold |
923
| – | – | 0.05% | 105 |
|
|
2023
Q4 | $143K | Hold |
923
| – | – | 0.04% | 114 |
|
|
2023
Q3 | $138K | Sell |
923
-200
| -18% | -$29.8K | 0.04% | 119 |
|
|
2023
Q2 | $168K | Sell |
1,123
-288
| -20% | -$43.1K | 0.05% | 115 |
|
|
2023
Q1 | $213K | Sell |
1,411
-200
| -12% | -$30.2K | 0.06% | 118 |
|
|
2022
Q4 | $260K | Sell |
1,611
-800
| -33% | -$129K | 0.08% | 98 |
|
|
2022
Q3 | $324K | Buy |
2,411
+800
| +50% | +$108K | 0.11% | 91 |
|
|
2022
Q2 | $247K | Hold |
1,611
| – | – | 0.08% | 100 |
|
|
2022
Q1 | $261K | Buy |
1,611
+58
| +4% | +$9.4K | 0.08% | 107 |
|
|
2021
Q4 | $210K | Buy |
1,553
+50
| +3% | +$6.76K | 0.07% | 107 |
|
|
2021
Q3 | $162K | Buy |
+1,503
| New | +$162K | 0.06% | 115 |
|
|
2021
Q2 | – | Sell |
-1,503
| Closed | -$163K | – | 104 |
|
|
2021
Q1 | $163K | Buy |
+1,503
| New | +$163K | 0.07% | 115 |
|
|
2019
Q3 | – | Sell |
-5,900
| Closed | -$429K | – | 80 |
|
|
2019
Q2 | $429K | Sell |
5,900
-747
| -11% | -$54.3K | 0.27% | 48 |
|
|
2019
Q1 | $536K | Sell |
6,647
-97
| -1% | -$7.82K | 0.36% | 37 |
|
|
2018
Q4 | $622K | Buy |
6,744
+152
| +2% | +$14K | 0.47% | 30 |
|
|
2018
Q3 | $623K | Buy |
6,592
+2,113
| +47% | +$200K | 0.41% | 32 |
|
|
2018
Q2 | $415K | Buy |
4,479
+3,302
| +281% | +$306K | 0.29% | 43 |
|
|
2018
Q1 | $111K | Sell |
1,177
-98
| -8% | -$9.24K | 0.07% | 104 |
|
|
2017
Q4 | $147K | Sell |
1,275
-8,523
| -87% | -$983K | 0.09% | 82 |
|
|
2017
Q3 | $871K | Buy |
9,798
+2,060
| +27% | +$183K | 0.58% | 27 |
|
|
2017
Q2 | $561K | Buy |
7,738
+7,280
| +1,590% | +$528K | 0.38% | 33 |
|
|
2017
Q1 | $30K | Hold |
458
| – | – | 0.02% | 183 |
|
|
2016
Q4 | $29K | Buy |
+458
| New | +$29K | 0.02% | 180 |
|