SDWMA
Schneider Downs Wealth Management Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
1,293
-133
| -9% | -$24.7K | 0.04% | 131 |
|
|
2025
Q1 | $299K | Sell |
1,426
-68
| -5% | -$14.2K | 0.05% | 111 |
|
|
2024
Q4 | $265K | Hold |
1,494
| – | – | 0.05% | 117 |
|
|
2024
Q3 | $295K | Sell |
1,494
-39
| -3% | -$7.7K | 0.06% | 113 |
|
|
2024
Q2 | $263K | Sell |
1,533
-226
| -13% | -$38.8K | 0.06% | 112 |
|
|
2024
Q1 | $320K | Buy |
1,759
+201
| +13% | +$36.6K | 0.07% | 99 |
|
|
2023
Q4 | $241K | Sell |
1,558
-400
| -20% | -$62K | 0.06% | 102 |
|
|
2023
Q3 | $292K | Hold |
1,958
| – | – | 0.07% | 84 |
|
|
2023
Q2 | $264K | Hold |
1,958
| – | – | 0.06% | 93 |
|
|
2023
Q1 | $312K | Hold |
1,958
| – | – | 0.06% | 87 |
|
|
2022
Q4 | $316K | Sell |
1,958
-421
| -18% | -$68K | 0.07% | 86 |
|
|
2022
Q3 | $319K | Sell |
2,379
-569
| -19% | -$76.3K | 0.09% | 85 |
|
|
2022
Q2 | $452K | Sell |
2,948
-204
| -6% | -$31.3K | 0.13% | 76 |
|
|
2022
Q1 | $511K | Buy |
3,152
+19
| +0.6% | +$3.08K | 0.13% | 76 |
|
|
2021
Q4 | $424K | Sell |
3,133
-100
| -3% | -$13.5K | 0.1% | 91 |
|
|
2021
Q3 | $349K | Buy |
3,233
+190
| +6% | +$20.5K | 0.09% | 93 |
|
|
2021
Q2 | $343K | Buy |
3,043
+37
| +1% | +$4.17K | 0.09% | 90 |
|
|
2021
Q1 | $325K | Buy |
3,006
+581
| +24% | +$62.8K | 0.08% | 87 |
|
|
2020
Q4 | $260K | Sell |
2,425
-485
| -17% | -$52K | 0.07% | 74 |
|
|
2020
Q3 | $255K | Buy |
2,910
+14
| +0.5% | +$1.23K | 0.09% | 82 |
|
|
2020
Q2 | $284K | Hold |
2,896
| – | – | 0.1% | 67 |
|
|
2020
Q1 | $221K | Buy |
+2,896
| New | +$221K | 0.08% | 83 |
|