SFS
Summit Financial Strategies’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
9,681
+52
| +0.5% | +$9.65K | 0.17% | 46 |
|
|
2025
Q1 | $2.02M | Buy |
9,629
+172
| +2% | +$36K | 0.2% | 42 |
|
|
2024
Q4 | $1.68M | Buy |
9,457
+4,441
| +89% | +$789K | 0.19% | 45 |
|
|
2024
Q3 | $990K | Sell |
5,016
-71
| -1% | -$14K | 0.11% | 57 |
|
|
2024
Q2 | $873K | Sell |
5,087
-18
| -0.4% | -$3.09K | 0.11% | 59 |
|
|
2024
Q1 | $930K | Sell |
5,105
-1,144
| -18% | -$208K | 0.13% | 58 |
|
|
2023
Q4 | $968K | Sell |
6,249
-140
| -2% | -$21.7K | 0.15% | 52 |
|
|
2023
Q3 | $952K | Sell |
6,389
-256
| -4% | -$38.2K | 0.18% | 42 |
|
|
2023
Q2 | $895K | Buy |
6,645
+41
| +0.6% | +$5.52K | 0.17% | 45 |
|
|
2023
Q1 | $1.05M | Sell |
6,604
-31
| -0.5% | -$4.94K | 0.21% | 40 |
|
|
2022
Q4 | $1.07M | Sell |
6,635
-277
| -4% | -$44.8K | 0.23% | 36 |
|
|
2022
Q3 | $928K | Buy |
6,912
+269
| +4% | +$36.1K | 0.22% | 36 |
|
|
2022
Q2 | $1.02M | Buy |
6,643
+352
| +6% | +$53.9K | 0.24% | 36 |
|
|
2022
Q1 | $1.02M | Sell |
6,291
-547
| -8% | -$88.7K | 0.21% | 35 |
|
|
2021
Q4 | $926K | Hold |
6,838
| – | – | 0.18% | 41 |
|
|
2021
Q3 | $738K | Hold |
6,838
| – | – | 0.14% | 47 |
|
|
2021
Q2 | $770K | Buy |
6,838
+2,671
| +64% | +$301K | 0.15% | 44 |
|
|
2021
Q1 | $451K | Sell |
4,167
-912
| -18% | -$98.7K | 0.16% | 35 |
|
|
2020
Q4 | $544K | Sell |
5,079
-488
| -9% | -$52.3K | 0.19% | 39 |
|
|
2020
Q3 | $488K | Buy |
5,567
+4
| +0.1% | +$351 | 0.2% | 36 |
|
|
2020
Q2 | $546K | Buy |
5,563
+370
| +7% | +$36.3K | 0.24% | 31 |
|
|
2020
Q1 | $396K | Sell |
5,193
-350
| -6% | -$26.7K | 0.21% | 32 |
|
|
2019
Q4 | $491K | Buy |
5,543
+66
| +1% | +$5.85K | 0.24% | 30 |
|
|
2019
Q3 | $415K | Sell |
5,477
-626
| -10% | -$47.4K | 0.2% | 31 |
|
|
2019
Q2 | $444K | Sell |
6,103
-167
| -3% | -$12.1K | 0.22% | 29 |
|
|
2019
Q1 | $505K | Sell |
6,270
-15
| -0.2% | -$1.21K | 0.26% | 27 |
|
|
2018
Q4 | $579K | Hold |
6,285
| – | – | 0.32% | 26 |
|
|
2018
Q3 | $594K | Sell |
6,285
-2,511
| -29% | -$237K | 0.27% | 23 |
|
|
2018
Q2 | $815K | Buy |
8,796
+3,346
| +61% | +$310K | 0.4% | 20 |
|
|
2018
Q1 | $516K | Buy |
5,450
+1,675
| +44% | +$159K | 0.27% | 22 |
|
|
2017
Q4 | $365K | Hold |
3,775
| – | – | 0.19% | 32 |
|
|
2017
Q3 | $335K | Sell |
3,775
-205
| -5% | -$18.2K | 0.19% | 31 |
|
|
2017
Q2 | $289K | Buy |
+3,980
| New | +$289K | 0.17% | 34 |
|
|
2017
Q1 | – | Sell |
-3,262
| Closed | -$204K | – | 40 |
|
|
2016
Q4 | $204K | Hold |
3,262
| – | – | 0.14% | 41 |
|
|
2016
Q3 | $206K | Sell |
3,262
-1,204
| -27% | -$76K | 0.14% | 40 |
|
|
2016
Q2 | $276K | Hold |
4,466
| – | – | 0.2% | 32 |
|
|
2016
Q1 | $255K | Hold |
4,466
| – | – | 0.19% | 35 |
|
|
2015
Q4 | $265K | Hold |
4,466
| – | – | 0.21% | 38 |
|
|
2015
Q3 | $243K | Sell |
4,466
-244
| -5% | -$13.3K | 0.2% | 39 |
|
|
2015
Q2 | $316K | Sell |
4,710
-163
| -3% | -$10.9K | 0.25% | 35 |
|
|
2015
Q1 | $285K | Buy |
+4,873
| New | +$285K | 0.23% | 32 |
|