Montz Harcus Wealth Management’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
2,232
+14
| +0.6% | +$2.6K | 0.2% | 45 |
|
|
2025
Q1 | $465K | Buy |
2,218
+14
| +0.6% | +$2.93K | 0.25% | 43 |
|
|
2024
Q4 | $392K | Buy |
2,204
+245
| +13% | +$43.5K | 0.22% | 45 |
|
|
2024
Q3 | $387K | Buy |
1,959
+17
| +0.9% | +$3.36K | 0.23% | 44 |
|
|
2024
Q2 | $333K | Sell |
1,942
-437
| -18% | -$75K | 0.22% | 43 |
|
|
2024
Q1 | $433K | Buy |
2,379
+424
| +22% | +$77.2K | 0.29% | 38 |
|
|
2023
Q4 | $303K | Buy |
1,955
+27
| +1% | +$4.19K | 0.23% | 39 |
|
|
2023
Q3 | $287K | Buy |
1,928
+37
| +2% | +$5.52K | 0.25% | 38 |
|
|
2023
Q2 | $255K | Buy |
1,891
+3
| +0.2% | +$404 | 0.21% | 44 |
|
|
2023
Q1 | $301K | Buy |
1,888
+55
| +3% | +$8.77K | 0.28% | 39 |
|
|
2022
Q4 | $296K | Buy |
1,833
+3
| +0.2% | +$485 | 0.29% | 40 |
|
|
2022
Q3 | $246K | Buy |
1,830
+2
| +0.1% | +$269 | 0.27% | 39 |
|
|
2022
Q2 | $280K | Buy |
1,828
+132
| +8% | +$20.2K | 0.3% | 39 |
|
|
2022
Q1 | $275K | Buy |
1,696
+3
| +0.2% | +$486 | 0.25% | 42 |
|
|
2021
Q4 | $229K | Buy |
+1,693
| New | +$229K | 0.2% | 48 |
|