Smallwood Wealth Investment Management’s AbbVie ABBV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$512K Hold
2,445
0.32% 43
2024
Q4
$434K Hold
2,445
0.3% 45
2024
Q3
$483K Buy
2,445
+61
+3% +$12K 0.34% 40
2024
Q2
$409K Hold
2,384
0.32% 45
2024
Q1
$434K Hold
2,384
0.34% 44
2023
Q4
$369K Buy
2,384
+42
+2% +$6.51K 0.31% 46
2023
Q3
$349K Buy
2,342
+258
+12% +$38.5K 0.32% 45
2023
Q2
$281K Hold
2,084
0.25% 52
2023
Q1
$332K Sell
2,084
-525
-20% -$83.7K 0.31% 46
2022
Q4
$422K Sell
2,609
-72
-3% -$11.6K 0.36% 48
2022
Q3
$360K Buy
2,681
+759
+39% +$102K 0.32% 52
2022
Q2
$294K Buy
1,922
+593
+45% +$90.7K 0.3% 51
2022
Q1
$215K Buy
+1,329
New +$215K 0.2% 51