Valeo Financial Advisors’s AbbVie ABBV Stock Holding History

Valeo Financial Advisors’s Portfolio ABBV Stock Details ABBV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.89M	Sell	53,285 -29,989	-36%	-$5.57M	0.24%	48
2025 Q1	$10.2M	Buy	83,274 +1,529	+2%	+$187K	0.28%	42
2024 Q4	$8.36M	Buy	81,745 +1,255	+2%	+$128K	0.23%	48
2024 Q3	$9.04M	Buy	80,490 +437	+0.5%	+$49.1K	0.26%	48
2024 Q2	$7.78M	Sell	80,053 -679	-0.8%	-$66K	0.24%	50
2024 Q1	$7.73M	Buy	80,732 +2,013	+3%	+$193K	0.28%	46
2023 Q4	$6.82M	Sell	78,719 -713	-0.9%	-$61.8K	0.28%	51
2023 Q3	$6.67M	Buy	79,432 +2,789	+4%	+$234K	0.3%	46
2023 Q2	$5.66M	Buy	76,643 +1,996	+3%	+$147K	0.26%	52
2023 Q1	$6.37M	Buy	74,647 +2,579	+4%	+$220K	0.31%	48
2022 Q4	$6.04M	Sell	72,068 -877	-1%	-$73.5K	0.33%	45
2022 Q3	$5.14M	Buy	72,945 +3,443	+5%	+$243K	0.33%	43
2022 Q2	$5.34M	Sell	69,502 -11,773	-14%	-$904K	0.33%	49
2022 Q1	$7.55M	Sell	81,275 -149	-0.2%	-$13.8K	0.38%	36
2021 Q4	$6.33M	Buy	81,424 +16	+0%	+$1.25K	0.34%	40
2021 Q3	$5.05M	Buy	81,408 +5,983	+8%	+$371K	0.29%	51
2021 Q2	$4.6M	Sell	75,425 -657	-0.9%	-$40.1K	0.28%	57
2021 Q1	$4.49M	Sell	76,082 -22,155	-23%	-$1.31M	0.21%	62
2020 Q4	$4.08M	Buy	98,237 +65,915	+204%	+$2.74M	0.21%	61
2020 Q3	$2.83M	Buy	32,322 +196	+0.6%	+$17.2K	0.25%	61
2020 Q2	$3.15M	Buy	32,126 +3,128	+11%	+$307K	0.29%	51
2020 Q1	$2.31M	Buy	28,998 +2,305	+9%	+$184K	0.25%	63
2019 Q4	$2.36M	Buy	26,693 +9,453	+55%	+$837K	0.23%	68
2019 Q3	$1.31M	Buy	17,240 +2,471	+17%	+$187K	0.14%	92
2019 Q2	$1.07M	Buy	14,769 +3,433	+30%	+$250K	0.12%	124
2019 Q1	$914K	Buy	11,336 +60	+0.5%	+$4.84K	0.11%	133
2018 Q4	$1.04M	Sell	11,276 -369	-3%	-$34K	0.15%	107
2018 Q3	$912K	Sell	11,645 -563	-5%	-$44.1K	0.12%	127
2018 Q2	$1.18M	Buy	12,208 +592	+5%	+$57.2K	0.17%	99
2018 Q1	$1.1M	Buy	11,616 +2,582	+29%	+$244K	0.18%	98
2017 Q4	$874K	Sell	9,034 -2,093	-19%	-$202K	0.14%	109
2017 Q3	$989K	Buy	+11,127	New	+$989K	0.22%	88