Mascoma Wealth Management’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $105K | Buy |
417
+9
| +2% | +$1.94K | 0.02% | 131 |
|
|
2026
Q1 | $88.7K | Sell |
408
-8
| -2% | -$1.77K | 0.02% | 143 |
|
|
2025
Q4 | $95.1K | Buy |
416
+19
| +5% | +$4.33K | 0.02% | 135 |
|
|
2025
Q3 | $91.9K | Hold |
397
| – | – | 0.02% | 145 |
|
|
2025
Q2 | $73.7K | Sell |
397
-400
| -50% | -$74.3K | 0.02% | 158 |
|
|
2025
Q1 | $167K | Hold |
797
| – | – | 0.04% | 100 |
|
|
2024
Q4 | $142K | Buy |
797
+87
| +12% | +$16K | 0.04% | 112 |
|
|
2024
Q3 | $140K | Sell |
710
-263
| -27% | -$49.1K | 0.03% | 112 |
|
|
2024
Q2 | $167K | Buy |
973
+50
| +5% | +$8.28K | 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% | -$29.4K | 0.04% | 119 |
|
|
2023
Q2 | $168K | Sell |
1,123
-288
| -20% | -$42.2K | 0.05% | 115 |
|
|
2023
Q1 | $213K | Sell |
1,411
-200
| -12% | -$30.6K | 0.06% | 118 |
|
|
2022
Q4 | $260K | Sell |
1,611
-800
| -33% | -$123K | 0.08% | 98 |
|
|
2022
Q3 | $324K | Buy |
2,411
+800
| +50% | +$115K | 0.11% | 91 |
|
|
2022
Q2 | $247K | Hold |
1,611
| – | – | 0.08% | 100 |
|
|
2022
Q1 | $261K | Buy |
1,611
+58
| +4% | +$8.43K | 0.08% | 107 |
|
|
2021
Q4 | $210K | Buy |
1,553
+50
| +3% | +$5.91K | 0.07% | 107 |
|
|
2021
Q3 | $162K | Buy |
+1,503
| New | +$172K | 0.06% | 115 |
|
|
2021
Q2 | – | Sell |
-1,503
| Closed | -$163K | – | 104 |
|
|
2021
Q1 | $163K | Buy |
+1,503
| New | +$161K | 0.07% | 115 |
|
|
2019
Q3 | – | Sell |
-5,900
| Closed | -$429K | – | 80 |
|
|
2019
Q2 | $429K | Sell |
5,900
-747
| -11% | -$58.7K | 0.27% | 48 |
|
|
2019
Q1 | $536K | Sell |
6,647
-97
| -1% | -$7.93K | 0.36% | 37 |
|
|
2018
Q4 | $622K | Buy |
6,744
+152
| +2% | +$13.4K | 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% | +$322K | 0.29% | 43 |
|
|
2018
Q1 | $111K | Sell |
1,177
-98
| -8% | -$10.8K | 0.07% | 104 |
|
|
2017
Q4 | $147K | Sell |
1,275
-8,523
| -87% | -$803K | 0.09% | 82 |
|
|
2017
Q3 | $871K | Buy |
9,798
+2,060
| +27% | +$157K | 0.58% | 27 |
|
|
2017
Q2 | $561K | Buy |
7,738
+7,280
| +1,590% | +$489K | 0.38% | 33 |
|
|
2017
Q1 | $30K | Hold |
458
| – | – | 0.02% | 183 |
|
|
2016
Q4 | $29K | Buy |
+458
| New | +$28K | 0.02% | 180 |
|
Other funds holding ABBV
Mascoma Wealth Management's ABBV Position: Q2 2026 in Review
Mascoma Wealth Management increased its AbbVie (ABBV) stake by 2.2% in Q2 2026, buying an estimated $1.94K and bringing the position to 417 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #131.
Mascoma Wealth Management first reported a position in ABBV in Q4 2016 and has held it in 32 quarters since. The position peaked at $871K in Q3 2017. 4,188 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.
- Mascoma Wealth Management held 417 shares of AbbVie worth $105K as of Q2 2026.
- Mascoma Wealth Management bought 9 AbbVie shares in Q2 2026, an estimated $1.94K.
- AbbVie made up 0.02% of Mascoma Wealth Management's portfolio in Q2 2026, its #131 holding.
- Mascoma Wealth Management first reported a position in AbbVie in Q4 2016 and has held it in 32 quarters since.
- Mascoma Wealth Management's AbbVie position peaked at $871K in Q3 2017.
- 4,188 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.