WLPWM
Walled Lake Planning & Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Buy |
3,010
+3
| +0.1% | +$557 | 0.18% | 63 |
|
|
2025
Q1 | $630K | Sell |
3,007
-55
| -2% | -$11.5K | 0.22% | 60 |
|
|
2024
Q4 | $544K | Buy |
3,062
+326
| +12% | +$57.9K | 0.2% | 65 |
|
|
2024
Q3 | $540K | Buy |
2,736
+151
| +6% | +$29.8K | 0.2% | 60 |
|
|
2024
Q2 | $443K | Buy |
2,585
+20
| +0.8% | +$3.43K | 0.18% | 63 |
|
|
2024
Q1 | $467K | Buy |
2,565
+2
| +0.1% | +$364 | 0.19% | 59 |
|
|
2023
Q4 | $397K | Buy |
+2,563
| New | +$397K | 0.18% | 60 |
|
|
2022
Q2 | – | Sell |
-2,605
| Closed | -$422K | – | 77 |
|
|
2022
Q1 | $422K | Sell |
2,605
-52,041
| -95% | -$8.43M | 0.25% | 50 |
|
|
2021
Q4 | $7.4M | Sell |
54,646
-1,341
| -2% | -$182K | 4.29% | 3 |
|
|
2021
Q3 | $6.04M | Buy |
55,987
+849
| +2% | +$91.6K | 3.72% | 5 |
|
|
2021
Q2 | $6.21M | Buy |
55,138
+343
| +0.6% | +$38.6K | 4.04% | 5 |
|
|
2021
Q1 | $5.93M | Sell |
54,795
-12
| -0% | -$1.3K | 4.11% | 3 |
|
|
2020
Q4 | $5.87M | Sell |
54,807
-106
| -0.2% | -$11.4K | 4.46% | 4 |
|
|
2020
Q3 | $4.81M | Buy |
54,913
+29
| +0.1% | +$2.54K | 3.9% | 6 |
|
|
2020
Q2 | $5.39M | Sell |
54,884
-869
| -2% | -$85.3K | 4.51% | 3 |
|
|
2020
Q1 | $4.25M | Buy |
55,753
+1,604
| +3% | +$122K | 3.88% | 10 |
|
|
2019
Q4 | $4.79M | Buy |
+54,149
| New | +$4.79M | 3.46% | 11 |
|