MSWM
Mowery & Schoenfeld Wealth Management’s AbbVie ABBV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $94K | Sell |
506
-999
| -66% | -$186K | 0.14% | 81 |
|
2025
Q1 | $315K | Buy |
1,505
+1,003
| +200% | +$210K | 0.62% | 34 |
|
2024
Q4 | $89.2K | Sell |
502
-2,022
| -80% | -$359K | 0.17% | 79 |
|
2024
Q3 | $498K | Buy |
2,524
+20
| +0.8% | +$3.95K | 0.79% | 21 |
|
2024
Q2 | $429K | Buy |
2,504
+24
| +1% | +$4.12K | 0.62% | 23 |
|
2024
Q1 | $452K | Buy |
+2,480
| New | +$452K | 0.87% | 19 |
|