Zimmermann Investment Management & Planning’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,444
| Closed | -$224K | – | 135 |
|
2023
Q4 | $224K | Sell |
1,444
-8
| -0.6% | -$1.24K | 0.09% | 113 |
|
2023
Q3 | $216K | Sell |
1,452
-442
| -23% | -$65.9K | 0.1% | 99 |
|
2023
Q2 | $255K | Sell |
1,894
-1,086
| -36% | -$146K | 0.12% | 92 |
|
2023
Q1 | $475K | Sell |
2,980
-1,217
| -29% | -$194K | 0.25% | 70 |
|
2022
Q4 | $678K | Buy |
4,197
+187
| +5% | +$30.2K | 0.39% | 47 |
|
2022
Q3 | $538K | Buy |
+4,010
| New | +$538K | 0.34% | 52 |
|