Montis Financial’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Sell |
2,717
-112
| -4% | -$20.8K | 0.14% | 85 |
|
|
2025
Q1 | $593K | Buy |
2,829
+1
| +0% | +$209 | 0.17% | 79 |
|
|
2024
Q4 | $503K | Buy |
2,828
+186
| +7% | +$33.1K | 0.16% | 87 |
|
|
2024
Q3 | $522K | Buy |
+2,642
| New | +$522K | 0.19% | 66 |
|
|
2021
Q3 | – | Sell |
-2,407
| Closed | -$271K | – | 65 |
|
|
2021
Q2 | $271K | Hold |
2,407
| – | – | 0.22% | 56 |
|
|
2021
Q1 | $261K | Hold |
2,407
| – | – | 0.24% | 55 |
|
|
2020
Q4 | $247K | Buy |
+2,407
| New | +$247K | 0.25% | 56 |
|