MSWM
McGlone Suttner Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
11,300
+256
| +2% | +$47.5K | 0.32% | 34 |
|
|
2025
Q1 | $2.31M | Buy |
11,044
+818
| +8% | +$171K | 0.38% | 27 |
|
|
2024
Q4 | $1.82M | Buy |
10,226
+19
| +0.2% | +$3.38K | 0.3% | 35 |
|
|
2024
Q3 | $2.02M | Buy |
10,207
+1,161
| +13% | +$229K | 0.42% | 28 |
|
|
2024
Q2 | $1.4M | Sell |
9,046
-1,255
| -12% | -$194K | 0.29% | 33 |
|
|
2024
Q1 | $1.88M | Buy |
10,301
+1,255
| +14% | +$229K | 0.35% | 29 |
|
|
2023
Q4 | $1.4M | Buy |
9,046
+390
| +5% | +$60.4K | 0.28% | 33 |
|
|
2023
Q3 | $1.29M | Buy |
8,656
+139
| +2% | +$20.7K | 0.3% | 35 |
|
|
2023
Q2 | $1.15M | Buy |
8,517
+109
| +1% | +$14.7K | 0.26% | 43 |
|
|
2023
Q1 | $1.34M | Buy |
8,408
+79
| +0.9% | +$12.6K | 0.34% | 33 |
|
|
2022
Q4 | $1.35M | Buy |
+8,329
| New | +$1.35M | 0.43% | 33 |
|