Oxford Financial Group’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $895K | Sell |
4,821
-645
| -12% | -$120K | 0.05% | 90 |
|
|
2025
Q1 | $1.15M | Sell |
5,466
-384
| -7% | -$80.5K | 0.08% | 72 |
|
|
2024
Q4 | $1.04M | Sell |
5,850
-62
| -1% | -$11K | 0.07% | 93 |
|
|
2024
Q3 | $1.17M | Sell |
5,912
-1,003
| -15% | -$198K | 0.07% | 82 |
|
|
2024
Q2 | $1.19M | Buy |
6,915
+1,317
| +24% | +$226K | 0.08% | 81 |
|
|
2024
Q1 | $1.02M | Buy |
5,598
+176
| +3% | +$32.1K | 0.07% | 80 |
|
|
2023
Q4 | $840K | Buy |
5,422
+175
| +3% | +$27.1K | 0.06% | 95 |
|
|
2023
Q3 | $782K | Sell |
5,247
-298
| -5% | -$44.4K | 0.07% | 92 |
|
|
2023
Q2 | $747K | Buy |
5,545
+2,669
| +93% | +$360K | 0.07% | 96 |
|
|
2023
Q1 | $458K | Buy |
2,876
+204
| +8% | +$32.5K | 0.05% | 119 |
|
|
2022
Q4 | $432K | Buy |
+2,672
| New | +$432K | 0.05% | 124 |
|
|
2022
Q3 | – | Sell |
-2,505
| Closed | -$384K | – | 240 |
|
|
2022
Q2 | $384K | Buy |
2,505
+96
| +4% | +$14.7K | 0.06% | 127 |
|
|
2022
Q1 | $391K | Sell |
2,409
-31
| -1% | -$5.03K | 0.05% | 133 |
|
|
2021
Q4 | $330K | Buy |
2,440
+179
| +8% | +$24.2K | 0.04% | 156 |
|
|
2021
Q3 | $244K | Sell |
2,261
-1,946
| -46% | -$210K | 0.03% | 163 |
|
|
2021
Q2 | $474K | Sell |
4,207
-910
| -18% | -$103K | 0.06% | 114 |
|
|
2021
Q1 | $554K | Sell |
5,117
-168
| -3% | -$18.2K | 0.08% | 102 |
|
|
2020
Q4 | $566K | Buy |
5,285
+153
| +3% | +$16.4K | 0.08% | 94 |
|
|
2020
Q3 | $450K | Buy |
5,132
+25
| +0.5% | +$2.19K | 0.07% | 97 |
|
|
2020
Q2 | $501K | Sell |
5,107
-13
| -0.3% | -$1.28K | 0.09% | 95 |
|
|
2020
Q1 | $390K | Buy |
+5,120
| New | +$390K | 0.08% | 100 |
|