XWM
Xcel Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
2,830
+38
| +1% | +$7.05K | 0.15% | 89 |
|
|
2025
Q1 | $585K | Sell |
2,792
-9
| -0.3% | -$1.89K | 0.18% | 83 |
|
|
2024
Q4 | $498K | Hold |
2,801
| – | – | 0.14% | 89 |
|
|
2024
Q3 | $553K | Hold |
2,801
| – | – | 0.16% | 84 |
|
|
2024
Q2 | $480K | Sell |
2,801
-55
| -2% | -$9.43K | 0.15% | 82 |
|
|
2024
Q1 | $520K | Buy |
2,856
+22
| +0.8% | +$4.01K | 0.16% | 80 |
|
|
2023
Q4 | $439K | Sell |
2,834
-250
| -8% | -$38.7K | 0.15% | 83 |
|
|
2023
Q3 | $460K | Sell |
3,084
-11,580
| -79% | -$1.73M | 0.18% | 77 |
|
|
2023
Q2 | $1.98M | Sell |
14,664
-911
| -6% | -$123K | 0.62% | 46 |
|
|
2023
Q1 | $2.48M | Buy |
15,575
+138
| +0.9% | +$22K | 0.87% | 31 |
|
|
2022
Q4 | $2.49M | Sell |
15,437
-109
| -0.7% | -$17.6K | 0.98% | 27 |
|
|
2022
Q3 | $2.09M | Buy |
15,546
+5
| +0% | +$671 | 0.78% | 41 |
|
|
2022
Q2 | $2.38M | Sell |
15,541
-9,576
| -38% | -$1.47M | 0.87% | 36 |
|
|
2022
Q1 | $4.07M | Sell |
25,117
-42,753
| -63% | -$6.93M | 1.12% | 25 |
|
|
2021
Q4 | $9.19M | Sell |
67,870
-139
| -0.2% | -$18.8K | 2.36% | 10 |
|
|
2021
Q3 | $7.34M | Buy |
68,009
+9,118
| +15% | +$984K | 2.13% | 11 |
|
|
2021
Q2 | $6.63M | Buy |
58,891
+1,785
| +3% | +$201K | 2% | 17 |
|
|
2021
Q1 | $6.18M | Buy |
57,106
+6,389
| +13% | +$691K | 2.2% | 15 |
|
|
2020
Q4 | $5.43M | Buy |
50,717
+5,631
| +12% | +$603K | 2.35% | 12 |
|
|
2020
Q3 | $3.95M | Buy |
45,086
+8,000
| +22% | +$701K | 2.03% | 15 |
|
|
2020
Q2 | $3.64M | Buy |
37,086
+2,005
| +6% | +$197K | 2.26% | 13 |
|
|
2020
Q1 | $2.67M | Buy |
35,081
+2,200
| +7% | +$168K | 2.41% | 13 |
|
|
2019
Q4 | $2.91M | Buy |
32,881
+881
| +3% | +$78K | 2.42% | 15 |
|
|
2019
Q3 | $2.42M | Buy |
32,000
+8,175
| +34% | +$619K | 2.24% | 15 |
|
|
2019
Q2 | $1.73M | Buy |
23,825
+12,600
| +112% | +$916K | 1.7% | 20 |
|
|
2019
Q1 | $904K | Buy |
11,225
+8,490
| +310% | +$684K | 0.93% | 33 |
|
|
2018
Q4 | $252K | Buy |
+2,735
| New | +$252K | 0.31% | 56 |
|