Schwarz Dygos Wheeler Investment Advisors’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Buy |
2,188
+2
| +0.1% | +$371 | 0.09% | 113 |
|
|
2025
Q1 | $458K | Sell |
2,186
-250
| -10% | -$52.4K | 0.11% | 108 |
|
|
2024
Q4 | $433K | Buy |
2,436
+18
| +0.7% | +$3.2K | 0.11% | 108 |
|
|
2024
Q3 | $478K | Hold |
2,418
| – | – | 0.12% | 104 |
|
|
2024
Q2 | $415K | Hold |
2,418
| – | – | 0.11% | 100 |
|
|
2024
Q1 | $440K | Sell |
2,418
-1,120
| -32% | -$204K | 0.12% | 100 |
|
|
2023
Q4 | $548K | Buy |
3,538
+100
| +3% | +$15.5K | 0.17% | 88 |
|
|
2023
Q3 | $512K | Hold |
3,438
| – | – | 0.17% | 84 |
|
|
2023
Q2 | $463K | Sell |
3,438
-10
| -0.3% | -$1.35K | 0.15% | 87 |
|
|
2023
Q1 | $550K | Buy |
3,448
+20
| +0.6% | +$3.19K | 0.2% | 73 |
|
|
2022
Q4 | $554K | Hold |
3,428
| – | – | 0.22% | 70 |
|
|
2022
Q3 | $460K | Sell |
3,428
-228
| -6% | -$30.6K | 0.2% | 71 |
|
|
2022
Q2 | $560K | Sell |
3,656
-168
| -4% | -$25.7K | 0.22% | 67 |
|
|
2022
Q1 | $620K | Hold |
3,824
| – | – | 0.21% | 68 |
|
|
2021
Q4 | $518K | Buy |
3,824
+242
| +7% | +$32.8K | 0.18% | 81 |
|
|
2021
Q3 | $386K | Hold |
3,582
| – | – | 0.14% | 91 |
|
|
2021
Q2 | $404K | Hold |
3,582
| – | – | 0.15% | 86 |
|
|
2021
Q1 | $388K | Buy |
+3,582
| New | +$388K | 0.16% | 84 |
|