UP Strategic Wealth Investment Advisors’s AbbVie ABBV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$571K Sell
3,077
-76
-2% -$14.1K 0.45% 36
2025
Q1
$661K Buy
3,153
+302
+11% +$63.3K 0.59% 30
2024
Q4
$507K Buy
2,851
+538
+23% +$95.6K 0.51% 36
2024
Q3
$457K Buy
2,313
+440
+23% +$86.9K 0.51% 38
2024
Q2
$321K Buy
1,873
+225
+14% +$38.6K 0.49% 45
2024
Q1
$300K Hold
1,648
0.49% 44
2023
Q4
$255K Buy
+1,648
New +$255K 0.47% 46