YorkBridge Wealth Partners’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.65M | Sell |
16,416
-403
| -2% | -$65.1K | 0.67% | 42 |
|
|
2022
Q3 | $2.26M | Buy |
16,819
+478
| +3% | +$64.1K | 0.58% | 45 |
|
|
2022
Q2 | $2.5M | Buy |
16,341
+3
| +0% | +$460 | 0.65% | 39 |
|
|
2022
Q1 | $2.65M | Sell |
16,338
-9
| -0.1% | -$1.46K | 0.58% | 44 |
|
|
2021
Q4 | $2.21M | Sell |
16,347
-100
| -0.6% | -$13.5K | 0.5% | 53 |
|
|
2021
Q3 | $1.77M | Hold |
16,447
| – | – | 0.45% | 61 |
|
|
2021
Q2 | $1.85M | Hold |
16,447
| – | – | 0.48% | 58 |
|
|
2021
Q1 | $1.78M | Buy |
16,447
+11,500
| +232% | +$1.24M | 0.53% | 53 |
|
|
2020
Q4 | $530K | Sell |
4,947
-28
| -0.6% | -$3K | 0.18% | 100 |
|
|
2020
Q3 | $436K | Hold |
4,975
| – | – | 0.18% | 99 |
|
|
2020
Q2 | $488K | Buy |
4,975
+175
| +4% | +$17.2K | 0.22% | 89 |
|
|
2020
Q1 | $366K | Hold |
4,800
| – | – | 0.23% | 99 |
|
|
2019
Q4 | $425K | Buy |
4,800
+295
| +7% | +$26.1K | 0.19% | 115 |
|
|
2019
Q3 | $341K | Sell |
4,505
-194
| -4% | -$14.7K | 0.17% | 123 |
|
|
2019
Q2 | $342K | Hold |
4,699
| – | – | 0.15% | 124 |
|
|
2019
Q1 | $379K | Sell |
4,699
-366
| -7% | -$29.5K | 0.17% | 117 |
|
|
2018
Q4 | $467K | Hold |
5,065
| – | – | 0.25% | 95 |
|
|
2018
Q3 | $481K | Sell |
5,065
-154
| -3% | -$14.6K | 0.22% | 102 |
|
|
2018
Q2 | $484K | Hold |
5,219
| – | – | 0.21% | 99 |
|
|
2018
Q1 | $481K | Hold |
5,219
| – | – | 0.22% | 98 |
|
|
2017
Q4 | $572K | Sell |
5,219
-615
| -11% | -$67.4K | 0.28% | 87 |
|
|
2017
Q3 | $518K | Sell |
5,834
-34
| -0.6% | -$3.02K | 0.27% | 85 |
|
|
2017
Q2 | $425K | Hold |
5,868
| – | – | 0.23% | 96 |
|
|
2017
Q1 | $391K | Buy |
5,868
+1,061
| +22% | +$70.7K | 0.2% | 103 |
|
|
2016
Q4 | $291K | Buy |
+4,807
| New | +$291K | 0.17% | 119 |
|