Moneta Group Investment Advisors’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.06M | Buy |
43,410
+760
| +2% | +$141K | 0.1% | 109 |
|
2025
Q1 | $8.94M | Sell |
42,650
-3,471
| -8% | -$727K | 0.12% | 99 |
|
2024
Q4 | $8.2M | Sell |
46,121
-1,376
| -3% | -$245K | 0.11% | 106 |
|
2024
Q3 | $9.38M | Buy |
47,497
+1,622
| +4% | +$320K | 0.14% | 97 |
|
2024
Q2 | $7.87M | Buy |
45,875
+584
| +1% | +$100K | 0.13% | 96 |
|
2024
Q1 | $8.25M | Buy |
45,291
+2,101
| +5% | +$383K | 0.13% | 94 |
|
2023
Q4 | $6.69M | Buy |
43,190
+707
| +2% | +$110K | 0.13% | 87 |
|
2023
Q3 | $6.33M | Sell |
42,483
-2,901
| -6% | -$432K | 0.14% | 84 |
|
2023
Q2 | $6.11M | Buy |
45,384
+8,535
| +23% | +$1.15M | 0.14% | 90 |
|
2023
Q1 | $5.87M | Buy |
36,849
+3,539
| +11% | +$564K | 0.14% | 91 |
|
2022
Q4 | $4.92M | Buy |
33,310
+570
| +2% | +$84.2K | 0.13% | 95 |
|
2022
Q3 | $4.39M | Sell |
32,740
-212
| -0.6% | -$28.5K | 0.17% | 89 |
|
2022
Q2 | $5.05M | Sell |
32,952
-593
| -2% | -$90.8K | 0.17% | 90 |
|
2022
Q1 | $5.44M | Buy |
33,545
+347
| +1% | +$56.3K | 0.21% | 81 |
|
2021
Q4 | $4.5M | Sell |
33,198
-463
| -1% | -$62.7K | 0.18% | 87 |
|
2021
Q3 | $3.63M | Buy |
33,661
+227
| +0.7% | +$24.5K | 0.17% | 92 |
|
2021
Q2 | $3.77M | Buy |
33,434
+935
| +3% | +$105K | 0.17% | 98 |
|
2021
Q1 | $3.52M | Buy |
32,499
+19,648
| +153% | +$2.13M | 0.19% | 89 |
|
2020
Q4 | $1.38M | Sell |
12,851
-164
| -1% | -$17.6K | 0.1% | 126 |
|
2020
Q3 | $1.14M | Sell |
13,015
-2,864
| -18% | -$251K | 0.1% | 116 |
|
2020
Q2 | $1.56M | Buy |
15,879
+2,465
| +18% | +$242K | 0.15% | 93 |
|
2020
Q1 | $1.02M | Buy |
13,414
+1,126
| +9% | +$85.8K | 0.11% | 107 |
|
2019
Q4 | $1.09M | Sell |
12,288
-1,011
| -8% | -$89.5K | 0.09% | 112 |
|
2019
Q3 | $1.01M | Buy |
13,299
+3,274
| +33% | +$248K | 0.09% | 116 |
|
2019
Q2 | $729K | Sell |
10,025
-522
| -5% | -$38K | 0.07% | 134 |
|
2019
Q1 | $850K | Sell |
10,547
-1,851
| -15% | -$149K | 0.09% | 109 |
|
2018
Q4 | $1.14M | Buy |
12,398
+8,523
| +220% | +$786K | 0.14% | 96 |
|
2018
Q3 | $366K | Sell |
3,875
-6,123
| -61% | -$578K | 0.04% | 162 |
|
2018
Q2 | $926K | Buy |
9,998
+6,675
| +201% | +$618K | 0.1% | 116 |
|
2018
Q1 | $315K | Buy |
3,323
+708
| +27% | +$67.1K | 0.04% | 149 |
|
2017
Q4 | $253K | Sell |
2,615
-100
| -4% | -$9.68K | 0.04% | 166 |
|
2017
Q3 | $241K | Sell |
2,715
-235
| -8% | -$20.9K | 0.04% | 176 |
|
2017
Q2 | $214K | Buy |
+2,950
| New | +$214K | 0.03% | 174 |
|
2017
Q1 | – | Sell |
-4,982
| Closed | -$312K | – | 159 |
|
2016
Q4 | $312K | Buy |
4,982
+1,232
| +33% | +$77.2K | 0.06% | 123 |
|
2016
Q3 | $237K | Sell |
3,750
-500
| -12% | -$31.6K | 0.05% | 124 |
|
2016
Q2 | $263K | Sell |
4,250
-3,080
| -42% | -$191K | 0.06% | 138 |
|
2016
Q1 | $419K | Buy |
7,330
+3,000
| +69% | +$171K | 0.09% | 117 |
|
2015
Q4 | $257K | Sell |
4,330
-2,399
| -36% | -$142K | 0.06% | 112 |
|
2015
Q3 | $366K | Sell |
6,729
-2,256
| -25% | -$123K | 0.1% | 91 |
|
2015
Q2 | $604K | Buy |
8,985
+427
| +5% | +$28.7K | 0.18% | 65 |
|
2015
Q1 | $501K | Sell |
8,558
-300
| -3% | -$17.6K | 0.21% | 83 |
|
2014
Q4 | $580K | Sell |
8,858
-1,584
| -15% | -$104K | 0.28% | 61 |
|
2014
Q3 | $603K | Buy |
10,442
+39
| +0.4% | +$2.25K | 0.31% | 57 |
|
2014
Q2 | $587K | Buy |
10,403
+575
| +6% | +$32.4K | 0.32% | 56 |
|
2014
Q1 | $505K | Sell |
9,828
-782
| -7% | -$40.2K | 0.3% | 55 |
|
2013
Q4 | $560K | Sell |
10,610
-1,008
| -9% | -$53.2K | 0.34% | 53 |
|
2013
Q3 | $520K | Buy |
11,618
+215
| +2% | +$9.62K | 0.34% | 55 |
|
2013
Q2 | $471K | Buy |
+11,403
| New | +$471K | 0.33% | 58 |
|