MWM
MinichMacGregor Wealth Management’s AbbVie ABBV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $427K | Sell |
2,303
-563
| -20% | -$104K | 0.09% | 77 |
|
2025
Q1 | $600K | Buy |
2,866
+335
| +13% | +$70.2K | 0.13% | 62 |
|
2024
Q4 | $450K | Buy |
2,531
+840
| +50% | +$149K | 0.09% | 72 |
|
2024
Q3 | $334K | Sell |
1,691
-14
| -0.8% | -$2.76K | 0.07% | 84 |
|
2024
Q2 | $292K | Buy |
1,705
+6
| +0.4% | +$1.03K | 0.07% | 87 |
|
2024
Q1 | $307K | Buy |
1,699
+113
| +7% | +$20.4K | 0.08% | 84 |
|
2023
Q4 | $246K | Sell |
1,586
-24,656
| -94% | -$3.82M | 0.07% | 90 |
|
2023
Q3 | $3.91M | Buy |
26,242
+2,929
| +13% | +$437K | 1.3% | 24 |
|
2023
Q2 | $3.14M | Buy |
23,313
+4,974
| +27% | +$670K | 0.98% | 36 |
|
2023
Q1 | $2.92M | Buy |
18,339
+4,062
| +28% | +$647K | 0.97% | 30 |
|
2022
Q4 | $2.31M | Buy |
14,277
+456
| +3% | +$73.7K | 0.83% | 24 |
|
2022
Q3 | $1.86M | Buy |
13,821
+11,825
| +592% | +$1.59M | 0.74% | 31 |
|
2022
Q2 | $305K | Sell |
1,996
-194
| -9% | -$29.6K | 0.13% | 55 |
|
2022
Q1 | $355K | Buy |
2,190
+574
| +36% | +$93K | 0.11% | 70 |
|
2021
Q4 | $218K | Buy |
+1,616
| New | +$218K | 0.07% | 80 |
|
2020
Q3 | – | Sell |
-2,052
| Closed | -$201K | – | 63 |
|
2020
Q2 | $201K | Sell |
2,052
-17,367
| -89% | -$1.7M | 0.11% | 57 |
|
2020
Q1 | $1.59M | Buy |
19,419
+16,121
| +489% | +$1.32M | 1.43% | 13 |
|
2019
Q4 | $292K | Buy |
+3,298
| New | +$292K | 0.16% | 46 |
|
2019
Q1 | – | Sell |
-4,614
| Closed | -$410K | – | 48 |
|
2018
Q4 | $410K | Buy |
4,614
+2,691
| +140% | +$239K | 0.28% | 72 |
|
2018
Q3 | $182K | Hold |
1,923
| – | – | 0.12% | 45 |
|
2018
Q2 | $179K | Sell |
1,923
-200
| -9% | -$18.6K | 0.13% | 47 |
|
2018
Q1 | $200K | Sell |
2,123
-911
| -30% | -$85.8K | 0.16% | 40 |
|
2017
Q4 | $293K | Sell |
3,034
-1
| -0% | -$97 | 0.23% | 33 |
|
2017
Q3 | $269K | Sell |
3,035
-75
| -2% | -$6.65K | 0.22% | 32 |
|
2017
Q2 | $225K | Buy |
3,110
+1,272
| +69% | +$92K | 0.2% | 35 |
|
2017
Q1 | $119K | Hold |
1,838
| – | – | 0.11% | 52 |
|
2016
Q4 | $115K | Sell |
1,838
-84
| -4% | -$5.26K | 0.11% | 55 |
|
2016
Q3 | $121K | Hold |
1,922
| – | – | 0.11% | 52 |
|
2016
Q2 | $118K | Hold |
1,922
| – | – | 0.11% | 53 |
|
2016
Q1 | $109K | Sell |
1,922
-81
| -4% | -$4.59K | 0.11% | 55 |
|
2015
Q4 | $133K | Buy |
+2,003
| New | +$133K | 0.12% | 50 |
|