SWM
Stockman Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Sell |
2,267
-138
| -6% | -$25.6K | 0.06% | 115 |
|
|
2025
Q1 | $504K | Buy |
2,405
+62
| +3% | +$13K | 0.07% | 98 |
|
|
2024
Q4 | $416K | Sell |
2,343
-276
| -11% | -$49K | 0.07% | 118 |
|
|
2024
Q3 | $517K | Sell |
2,619
-345
| -12% | -$68.1K | 0.08% | 106 |
|
|
2024
Q2 | $508K | Buy |
2,964
+97
| +3% | +$16.6K | 0.09% | 101 |
|
|
2024
Q1 | $522K | Buy |
2,867
+112
| +4% | +$20.4K | 0.09% | 101 |
|
|
2023
Q4 | $427K | Sell |
2,755
-156
| -5% | -$24.2K | 0.09% | 110 |
|
|
2023
Q3 | $434K | Sell |
2,911
-1,735
| -37% | -$259K | 0.1% | 106 |
|
|
2023
Q2 | $626K | Sell |
4,646
-43,227
| -90% | -$5.82M | 0.13% | 91 |
|
|
2023
Q1 | $7.63M | Sell |
47,873
-1,071
| -2% | -$171K | 1.71% | 20 |
|
|
2022
Q4 | $7.91M | Sell |
48,944
-1,850
| -4% | -$299K | 1.82% | 20 |
|
|
2022
Q3 | $6.82M | Buy |
50,794
+1,482
| +3% | +$199K | 1.84% | 20 |
|
|
2022
Q2 | $7.55M | Sell |
49,312
-135
| -0.3% | -$20.7K | 1.93% | 18 |
|
|
2022
Q1 | $8.02M | Sell |
49,447
-5,126
| -9% | -$831K | 1.66% | 18 |
|
|
2021
Q4 | $7.39M | Sell |
54,573
-325
| -0.6% | -$44K | 1.51% | 20 |
|
|
2021
Q3 | $5.92M | Buy |
54,898
+1,314
| +2% | +$142K | 1.32% | 25 |
|
|
2021
Q2 | $6.04M | Buy |
53,584
+5,510
| +11% | +$621K | 1.44% | 23 |
|
|
2021
Q1 | $5.2M | Buy |
48,074
+127
| +0.3% | +$13.7K | 1.45% | 28 |
|
|
2020
Q4 | $5.14M | Sell |
47,947
-8,287
| -15% | -$888K | 1.58% | 22 |
|
|
2020
Q3 | $4.93M | Sell |
56,234
-256
| -0.5% | -$22.4K | 1.8% | 17 |
|
|
2020
Q2 | $5.55M | Sell |
56,490
-5,004
| -8% | -$491K | 2.08% | 11 |
|
|
2020
Q1 | $4.69M | Buy |
61,494
+1,240
| +2% | +$94.5K | 2.08% | 12 |
|
|
2019
Q4 | $5.34M | Sell |
60,254
-6,492
| -10% | -$575K | 1.89% | 15 |
|
|
2019
Q3 | $5.05M | Buy |
66,746
+9,505
| +17% | +$720K | 1.94% | 15 |
|
|
2019
Q2 | $4.16M | Buy |
57,241
+4,520
| +9% | +$329K | 1.7% | 20 |
|
|
2019
Q1 | $4.25M | Buy |
52,721
+6,157
| +13% | +$496K | 1.86% | 17 |
|
|
2018
Q4 | $4.29M | Buy |
46,564
+1,586
| +4% | +$146K | 2.05% | 15 |
|
|
2018
Q3 | $4.25M | Buy |
44,978
+40,615
| +931% | +$3.84M | 1.83% | 19 |
|
|
2018
Q2 | $404K | Sell |
4,363
-12
| -0.3% | -$1.11K | 0.18% | 95 |
|
|
2018
Q1 | $414K | Buy |
4,375
+925
| +27% | +$87.5K | 0.19% | 94 |
|
|
2017
Q4 | $334K | Sell |
3,450
-620
| -15% | -$60K | 0.15% | 107 |
|
|
2017
Q3 | $362K | Buy |
4,070
+320
| +9% | +$28.5K | 0.17% | 95 |
|
|
2017
Q2 | $272K | Sell |
3,750
-3,725
| -50% | -$270K | 0.27% | 91 |
|
|
2017
Q1 | $487K | Sell |
7,475
-1,216
| -14% | -$79.2K | 0.28% | 79 |
|
|
2016
Q4 | $544K | Hold |
8,691
| – | – | 0.33% | 68 |
|
|
2016
Q3 | $548K | Sell |
8,691
-4,109
| -32% | -$259K | 0.34% | 64 |
|
|
2016
Q2 | $792K | Buy |
12,800
+2,300
| +22% | +$142K | 0.62% | 46 |
|
|
2016
Q1 | $600K | Sell |
10,500
-2,075
| -17% | -$119K | 0.48% | 53 |
|
|
2015
Q4 | $745K | Buy |
12,575
+2,005
| +19% | +$119K | 0.6% | 52 |
|
|
2015
Q3 | $575K | Buy |
10,570
+2,270
| +27% | +$123K | 0.5% | 54 |
|
|
2015
Q2 | $558K | Sell |
8,300
-3,450
| -29% | -$232K | 0.47% | 56 |
|
|
2015
Q1 | $688K | Buy |
11,750
+6,175
| +111% | +$362K | 0.59% | 56 |
|
|
2014
Q4 | $365K | Buy |
+5,575
| New | +$365K | 0.31% | 67 |
|