Summit Wealth & Retirement Planning’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Buy |
3,457
+1,644
| +91% | +$305K | 0.17% | 42 |
|
|
2025
Q1 | $380K | Buy |
1,813
+358
| +25% | +$75K | 0.12% | 53 |
|
|
2024
Q4 | $259K | Buy |
1,455
+205
| +16% | +$36.4K | 0.08% | 63 |
|
|
2024
Q3 | $247K | Hold |
1,250
| – | – | 0.08% | 60 |
|
|
2024
Q2 | $214K | Hold |
1,250
| – | – | 0.07% | 62 |
|
|
2024
Q1 | $228K | Buy |
+1,250
| New | +$228K | 0.08% | 60 |
|
|
2022
Q1 | – | Sell |
-2,215
| Closed | -$300K | – | 103 |
|
|
2021
Q4 | $300K | Buy |
2,215
+171
| +8% | +$23.2K | 0.1% | 76 |
|
|
2021
Q3 | $220K | Buy |
+2,044
| New | +$220K | 0.08% | 80 |
|
|
2021
Q1 | – | Sell |
-4,632
| Closed | -$496K | – | 100 |
|
|
2020
Q4 | $496K | Hold |
4,632
| – | – | 0.19% | 81 |
|
|
2020
Q3 | $406K | Hold |
4,632
| – | – | 0.17% | 81 |
|
|
2020
Q2 | $455K | Buy |
4,632
+59
| +1% | +$5.8K | 0.21% | 77 |
|
|
2020
Q1 | $348K | Hold |
4,573
| – | – | 0.19% | 85 |
|
|
2019
Q4 | $405K | Sell |
4,573
-10
| -0.2% | -$886 | 0.18% | 94 |
|
|
2019
Q3 | $347K | Hold |
4,583
| – | – | 0.21% | 92 |
|
|
2019
Q2 | $333K | Hold |
4,583
| – | – | 0.19% | 103 |
|
|
2019
Q1 | $369K | Buy |
4,583
+965
| +27% | +$77.7K | 0.22% | 94 |
|
|
2018
Q4 | $334K | Buy |
+3,618
| New | +$334K | 0.25% | 80 |
|