Morling Financial 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 | – | Sell |
-1,370
| Closed | -$287K | – | 102 |
|
2025
Q1 | $287K | Buy |
+1,370
| New | +$287K | 0.1% | 71 |
|
2024
Q2 | – | Sell |
-1,376
| Closed | -$251K | – | 91 |
|
2024
Q1 | $251K | Sell |
1,376
-252
| -15% | -$45.9K | 0.14% | 61 |
|
2023
Q4 | $252K | Buy |
1,628
+9
| +0.6% | +$1.4K | 0.2% | 50 |
|
2023
Q3 | $241K | Sell |
1,619
-54
| -3% | -$8.05K | 0.24% | 46 |
|
2023
Q2 | $225K | Sell |
1,673
-22
| -1% | -$2.97K | 0.22% | 48 |
|
2023
Q1 | $270K | Sell |
1,695
-149
| -8% | -$23.8K | 0.29% | 42 |
|
2022
Q4 | $298K | Sell |
1,844
-313
| -15% | -$50.6K | 0.38% | 38 |
|
2022
Q3 | $290K | Buy |
2,157
+5
| +0.2% | +$672 | 0.39% | 37 |
|
2022
Q2 | $330K | Sell |
2,152
-104
| -5% | -$15.9K | 0.43% | 38 |
|
2022
Q1 | $366K | Buy |
2,256
+214
| +10% | +$34.7K | 0.46% | 33 |
|
2021
Q4 | $277K | Buy |
+2,042
| New | +$277K | 0.27% | 37 |
|