RSWM
Robertson Stephens Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46M | Sell |
29,420
-421
| -1% | -$78.1K | 0.17% | 94 |
|
|
2025
Q1 | $6.25M | Sell |
29,841
-3,222
| -10% | -$675K | 0.22% | 86 |
|
|
2024
Q4 | $5.88M | Buy |
33,063
+1,045
| +3% | +$186K | 0.21% | 96 |
|
|
2024
Q3 | $6.32M | Buy |
32,018
+6,323
| +25% | +$1.25M | 0.23% | 92 |
|
|
2024
Q2 | $4.41M | Buy |
25,695
+1,185
| +5% | +$203K | 0.22% | 84 |
|
|
2024
Q1 | $4.46M | Buy |
24,510
+3,133
| +15% | +$571K | 0.24% | 72 |
|
|
2023
Q4 | $3.31M | Sell |
21,377
-288
| -1% | -$44.6K | 0.2% | 90 |
|
|
2023
Q3 | $3.23M | Buy |
21,665
+250
| +1% | +$37.3K | 0.22% | 98 |
|
|
2023
Q2 | $2.89M | Buy |
21,415
+4,717
| +28% | +$636K | 0.2% | 107 |
|
|
2023
Q1 | $2.66M | Buy |
16,698
+1,233
| +8% | +$197K | 0.2% | 103 |
|
|
2022
Q4 | $2.5M | Sell |
15,465
-122
| -0.8% | -$19.7K | 0.24% | 92 |
|
|
2022
Q3 | $2.09M | Sell |
15,587
-2,108
| -12% | -$283K | 0.22% | 88 |
|
|
2022
Q2 | $2.71M | Buy |
17,695
+1,019
| +6% | +$156K | 0.26% | 84 |
|
|
2022
Q1 | $2.7M | Sell |
16,676
-1,933
| -10% | -$313K | 0.23% | 86 |
|
|
2021
Q4 | $2.52M | Buy |
18,609
+9,685
| +109% | +$1.31M | 0.21% | 94 |
|
|
2021
Q3 | $962K | Sell |
8,924
-1,755
| -16% | -$189K | 0.11% | 123 |
|
|
2021
Q2 | $1.2M | Buy |
10,679
+315
| +3% | +$35.5K | 0.14% | 105 |
|
|
2021
Q1 | $1.12M | Buy |
10,364
+785
| +8% | +$84.9K | 0.18% | 95 |
|
|
2020
Q4 | $1.03M | Buy |
9,579
+1,554
| +19% | +$166K | 0.21% | 87 |
|
|
2020
Q3 | $702K | Sell |
8,025
-1,568
| -16% | -$137K | 0.17% | 110 |
|
|
2020
Q2 | $941K | Sell |
9,593
-3,100
| -24% | -$304K | 0.27% | 74 |
|
|
2020
Q1 | $967K | Buy |
12,693
+5,609
| +79% | +$427K | 0.33% | 67 |
|
|
2019
Q4 | $627K | Sell |
7,084
-6,479
| -48% | -$573K | 0.32% | 52 |
|
|
2019
Q3 | $1.03M | Buy |
+13,563
| New | +$1.03M | 0.52% | 42 |
|