Shakespeare Wealth Management’s AbbVie ABBV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
1,419
-544
-28% -$101K 0.07% 84
2025
Q1
$411K Buy
1,963
+9
+0.5% +$1.89K 0.11% 71
2024
Q4
$347K Buy
1,954
+39
+2% +$6.93K 0.09% 74
2024
Q3
$378K Buy
1,915
+10
+0.5% +$1.98K 0.1% 71
2024
Q2
$327K Buy
1,905
+8
+0.4% +$1.37K 0.09% 72
2024
Q1
$345K Buy
1,897
+90
+5% +$16.4K 0.1% 67
2023
Q4
$280K Hold
1,807
0.09% 70
2023
Q3
$269K Hold
1,807
0.09% 67
2023
Q2
$243K Buy
1,807
+6
+0.3% +$808 0.08% 68
2023
Q1
$287K Buy
1,801
+174
+11% +$27.7K 0.1% 62
2022
Q4
$263K Buy
+1,627
New +$263K 0.1% 63
2022
Q3
Sell
-1,413
Closed -$218K 68
2022
Q2
$218K Buy
1,413
+11
+0.8% +$1.7K 0.09% 66
2022
Q1
$227K Buy
+1,402
New +$227K 0.08% 71