Morningstar Investment 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 | $364K | Buy |
+1,959
| New | +$364K | 0.03% | 140 |
|
|
2025
Q1 | – | Sell |
-2,688
| Closed | -$478K | – | 72 |
|
|
2024
Q4 | $478K | Sell |
2,688
-26
| -1% | -$4.62K | 0.04% | 130 |
|
|
2024
Q3 | $531K | Sell |
2,714
-5,881
| -68% | -$1.15M | 0.05% | 133 |
|
|
2024
Q2 | $1.47M | Sell |
8,595
-1,071
| -11% | -$184K | 0.15% | 66 |
|
|
2024
Q1 | $1.76M | Hold |
9,666
| – | – | 0.19% | 56 |
|
|
2023
Q4 | $1.5M | Sell |
9,666
-273
| -3% | -$42.3K | 0.17% | 64 |
|
|
2023
Q3 | $1.48M | Buy |
9,939
+445
| +5% | +$66.4K | 0.2% | 44 |
|
|
2023
Q2 | $1.28M | Buy |
9,494
+5,326
| +128% | +$718K | 0.17% | 47 |
|
|
2023
Q1 | $664K | Sell |
4,168
-20
| -0.5% | -$3.19K | 0.1% | 50 |
|
|
2022
Q4 | $677K | Buy |
+4,188
| New | +$677K | 0.11% | 50 |
|