MWM
Mission Wealth Management’s AbbVie ABBV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.87M | Sell |
47,807
-212
| -0.4% | -$39.4K | 0.19% | 67 |
|
2025
Q1 | $10.1M | Buy |
48,019
+266
| +0.6% | +$55.7K | 0.25% | 57 |
|
2024
Q4 | $8.49M | Buy |
47,753
+1,020
| +2% | +$181K | 0.2% | 62 |
|
2024
Q3 | $9.23M | Buy |
46,733
+6,704
| +17% | +$1.32M | 0.22% | 58 |
|
2024
Q2 | $6.87M | Sell |
40,029
-824
| -2% | -$141K | 0.18% | 68 |
|
2024
Q1 | $7.44M | Buy |
40,853
+3,366
| +9% | +$613K | 0.2% | 74 |
|
2023
Q4 | $5.81M | Buy |
37,487
+2,208
| +6% | +$342K | 0.19% | 71 |
|
2023
Q3 | $5.26M | Sell |
35,279
-20
| -0.1% | -$2.98K | 0.2% | 67 |
|
2023
Q2 | $4.76M | Buy |
35,299
+1,725
| +5% | +$232K | 0.18% | 69 |
|
2023
Q1 | $5.35M | Sell |
33,574
-1,946
| -5% | -$310K | 0.22% | 62 |
|
2022
Q4 | $5.74M | Buy |
35,520
+4,114
| +13% | +$665K | 0.27% | 53 |
|
2022
Q3 | $4.22M | Buy |
31,406
+2,121
| +7% | +$285K | 0.22% | 55 |
|
2022
Q2 | $4.49M | Sell |
29,285
-1,166
| -4% | -$179K | 0.24% | 56 |
|
2022
Q1 | $4.94M | Buy |
30,451
+11,336
| +59% | +$1.84M | 0.23% | 55 |
|
2021
Q4 | $2.59M | Buy |
19,115
+576
| +3% | +$78K | 0.12% | 92 |
|
2021
Q3 | $2M | Sell |
18,539
-496
| -3% | -$53.5K | 0.1% | 99 |
|
2021
Q2 | $2.14M | Sell |
19,035
-1,097
| -5% | -$124K | 0.11% | 94 |
|
2021
Q1 | $2.18M | Buy |
20,132
+2,046
| +11% | +$221K | 0.13% | 85 |
|
2020
Q4 | $1.94M | Sell |
18,086
-739
| -4% | -$79.2K | 0.12% | 85 |
|
2020
Q3 | $1.65M | Buy |
18,825
+683
| +4% | +$59.8K | 0.12% | 85 |
|
2020
Q2 | $1.78M | Buy |
18,142
+2,815
| +18% | +$276K | 0.15% | 76 |
|
2020
Q1 | $1.17M | Buy |
15,327
+1,557
| +11% | +$119K | 0.13% | 89 |
|
2019
Q4 | $1.22M | Buy |
13,770
+2,870
| +26% | +$254K | 0.12% | 101 |
|
2019
Q3 | $825K | Buy |
10,900
+172
| +2% | +$13K | 0.09% | 120 |
|
2019
Q2 | $780K | Sell |
10,728
-702
| -6% | -$51K | 0.09% | 121 |
|
2019
Q1 | $921K | Buy |
11,430
+899
| +9% | +$72.4K | 0.11% | 102 |
|
2018
Q4 | $971K | Sell |
10,531
-1,268
| -11% | -$117K | 0.13% | 87 |
|
2018
Q3 | $1.12M | Buy |
11,799
+228
| +2% | +$21.6K | 0.15% | 85 |
|
2018
Q2 | $1.07M | Buy |
11,571
+242
| +2% | +$22.4K | 0.16% | 82 |
|
2018
Q1 | $1.07M | Buy |
11,329
+671
| +6% | +$63.5K | 0.17% | 69 |
|
2017
Q4 | $1.03M | Sell |
10,658
-160
| -1% | -$15.5K | 0.18% | 63 |
|
2017
Q3 | $961K | Sell |
10,818
-50
| -0.5% | -$4.44K | 0.18% | 68 |
|
2017
Q2 | $788K | Sell |
10,868
-111
| -1% | -$8.05K | 0.15% | 75 |
|
2017
Q1 | $715K | Sell |
10,979
-218
| -2% | -$14.2K | 0.14% | 78 |
|
2016
Q4 | $701K | Buy |
11,197
+679
| +6% | +$42.5K | 0.14% | 77 |
|
2016
Q3 | $663K | Buy |
10,518
+56
| +0.5% | +$3.53K | 0.16% | 70 |
|
2016
Q2 | $648K | Buy |
10,462
+99
| +1% | +$6.13K | 0.17% | 62 |
|
2016
Q1 | $592K | Buy |
10,363
+173
| +2% | +$9.88K | 0.16% | 68 |
|
2015
Q4 | $604K | Buy |
10,190
+376
| +4% | +$22.3K | 0.17% | 64 |
|
2015
Q3 | $534K | Buy |
9,814
+2,045
| +26% | +$111K | 0.16% | 63 |
|
2015
Q2 | $455K | Buy |
+7,769
| New | +$455K | 0.16% | 74 |
|