Wetzel 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 | $211K | Buy |
1,136
+38
| +3% | +$7.05K | 0.1% | 118 |
|
2025
Q1 | $230K | Buy |
+1,098
| New | +$230K | 0.12% | 107 |
|
2024
Q4 | – | Sell |
-1,132
| Closed | -$224K | – | 122 |
|
2024
Q3 | $224K | Buy |
1,132
+165
| +17% | +$32.6K | 0.11% | 112 |
|
2024
Q2 | $176K | Sell |
967
-123
| -11% | -$22.4K | 0.1% | 124 |
|
2024
Q1 | $179K | Hold |
1,090
| – | – | 0.11% | 121 |
|
2023
Q4 | $169K | Buy |
+1,090
| New | +$169K | 0.1% | 125 |
|