MYIA
Mount Yale Investment Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.48M | Sell |
24,122
-2,952
| -11% | -$548K | 0.35% | 51 |
|
|
2025
Q1 | $5.67M | Sell |
27,074
-1,478
| -5% | -$310K | 0.49% | 29 |
|
|
2024
Q4 | $5.07M | Buy |
28,552
+1,514
| +6% | +$269K | 0.41% | 39 |
|
|
2024
Q3 | $5.34M | Sell |
27,038
-1,185
| -4% | -$234K | 0.51% | 35 |
|
|
2024
Q2 | $4.84M | Buy |
28,223
+4,727
| +20% | +$811K | 0.38% | 52 |
|
|
2024
Q1 | $4.28M | Buy |
23,496
+589
| +3% | +$107K | 0.33% | 69 |
|
|
2023
Q4 | $3.55M | Sell |
22,907
-303
| -1% | -$47K | 0.34% | 75 |
|
|
2023
Q3 | $3.46M | Buy |
23,210
+2,278
| +11% | +$340K | 0.38% | 60 |
|
|
2023
Q2 | $2.82M | Sell |
20,932
-2,535
| -11% | -$342K | 0.3% | 76 |
|
|
2023
Q1 | $3.74M | Sell |
23,467
-726
| -3% | -$116K | 0.42% | 54 |
|
|
2022
Q4 | $3.91M | Sell |
24,193
-462
| -2% | -$74.7K | 0.44% | 59 |
|
|
2022
Q3 | $3.31M | Sell |
24,655
-8,842
| -26% | -$1.19M | 0.44% | 53 |
|
|
2022
Q2 | $5.13M | Buy |
33,497
+902
| +3% | +$138K | 0.65% | 35 |
|
|
2022
Q1 | $5.28M | Sell |
32,595
-166
| -0.5% | -$26.9K | 0.57% | 39 |
|
|
2021
Q4 | $4.44M | Sell |
32,761
-227
| -0.7% | -$30.7K | 0.46% | 50 |
|
|
2021
Q3 | $3.56M | Buy |
32,988
+1,332
| +4% | +$144K | 0.41% | 62 |
|
|
2021
Q2 | $3.57M | Buy |
31,656
+830
| +3% | +$93.5K | 0.43% | 55 |
|
|
2021
Q1 | $3.34M | Sell |
30,826
-140
| -0.5% | -$15.2K | 0.44% | 55 |
|
|
2020
Q4 | $3.32M | Buy |
30,966
+2,342
| +8% | +$251K | 0.47% | 55 |
|
|
2020
Q3 | $2.51M | Sell |
28,624
-2,864
| -9% | -$251K | 0.36% | 67 |
|
|
2020
Q2 | $3.09M | Buy |
31,488
+4,738
| +18% | +$465K | 0.55% | 47 |
|
|
2020
Q1 | $2.04M | Sell |
26,750
-932
| -3% | -$71K | 0.46% | 53 |
|
|
2019
Q4 | $2.24M | Sell |
27,682
-995
| -3% | -$80.6K | 0.39% | 57 |
|
|
2019
Q3 | $2.48M | Buy |
28,677
+1,308
| +5% | +$113K | 0.44% | 56 |
|
|
2019
Q2 | $1.76M | Buy |
27,369
+1,057
| +4% | +$68.1K | 0.33% | 76 |
|
|
2019
Q1 | $2.12M | Sell |
26,312
-221
| -0.8% | -$17.8K | 0.4% | 61 |
|
|
2018
Q4 | $2.12M | Buy |
26,533
+19,766
| +292% | +$1.58M | 0.43% | 55 |
|
|
2018
Q3 | $588K | Sell |
6,767
-66,247
| -91% | -$5.76M | 0.1% | 153 |
|
|
2018
Q2 | $6.77M | Buy |
73,014
+2,748
| +4% | +$255K | 1.28% | 19 |
|
|
2018
Q1 | $6.65M | Buy |
+70,266
| New | +$6.65M | 1.43% | 11 |
|