Wellspring Financial 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 | $704K | Buy |
3,792
+142
| +4% | +$26.4K | 0.07% | 71 |
|
|
2025
Q1 | $765K | Buy |
3,650
+831
| +29% | +$174K | 0.09% | 62 |
|
|
2024
Q4 | $501K | Sell |
2,819
-135
| -5% | -$24K | 0.05% | 75 |
|
|
2024
Q3 | $583K | Sell |
2,954
-499
| -14% | -$98.5K | 0.07% | 76 |
|
|
2024
Q2 | $592K | Buy |
3,453
+660
| +24% | +$113K | 0.08% | 74 |
|
|
2024
Q1 | $509K | Buy |
2,793
+270
| +11% | +$49.2K | 0.08% | 70 |
|
|
2023
Q4 | $391K | Sell |
2,523
-164
| -6% | -$25.4K | 0.1% | 82 |
|
|
2023
Q3 | $401K | Sell |
2,687
-366
| -12% | -$54.6K | 0.12% | 69 |
|
|
2023
Q2 | $411K | Buy |
3,053
+198
| +7% | +$26.7K | 0.12% | 65 |
|
|
2023
Q1 | $455K | Sell |
2,855
-61
| -2% | -$9.72K | 0.14% | 67 |
|
|
2022
Q4 | $471K | Buy |
2,916
+95
| +3% | +$15.4K | 0.16% | 62 |
|
|
2022
Q3 | $379K | Buy |
2,821
+17
| +0.6% | +$2.28K | 0.14% | 57 |
|
|
2022
Q2 | $429K | Sell |
2,804
-85
| -3% | -$13K | 0.15% | 54 |
|
|
2022
Q1 | $468K | Buy |
2,889
+18
| +0.6% | +$2.92K | 0.14% | 56 |
|
|
2021
Q4 | $389K | Buy |
2,871
+87
| +3% | +$11.8K | 0.11% | 64 |
|
|
2021
Q3 | $300K | Buy |
2,784
+20
| +0.7% | +$2.16K | 0.09% | 76 |
|
|
2021
Q2 | $311K | Buy |
+2,764
| New | +$311K | 0.1% | 71 |
|
|
2021
Q1 | – | Sell |
-2,723
| Closed | -$292K | – | 90 |
|
|
2020
Q4 | $292K | Buy |
2,723
+11
| +0.4% | +$1.18K | 0.1% | 70 |
|
|
2020
Q3 | $238K | Buy |
2,712
+6
| +0.2% | +$527 | 0.09% | 77 |
|
|
2020
Q2 | $266K | Buy |
+2,706
| New | +$266K | 0.11% | 75 |
|