Alterna Wealth Management’s AbbVie ABBV Stock Holding History

Alterna Wealth Management’s Portfolio ABBV Stock Details ABBV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,060	Closed	-$222K	–	106
2025 Q1	$222K	Buy	+1,060	New	+$206K	0.17%	98
2024 Q4	–	Sell	-1,060	Closed	-$209K	–	104
2024 Q3	$209K	Buy	+1,060	New	+$198K	0.19%	92
2022 Q1	–	Sell	-1,620	Closed	-$219K	–	120
2021 Q4	$219K	Buy	+1,620	New	+$191K	0.18%	85
2019 Q1	–	Sell	-13,867	Closed	-$1M	–	100
2018 Q4	$1M	Buy	+13,867	New	+$1.22M	0.16%	95

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Alterna Wealth Management's ABBV Position: Q2 2025 in Review

Alterna Wealth Management sold out of AbbVie (ABBV) in Q2 2025, closing a stake of 1,060 shares — an estimated $222K sold.

Alterna Wealth Management first reported a position in ABBV in Q4 2018 and held it in 4 quarters. The position peaked at $1M in Q4 2018. 3,780 funds tracked by Wall St. Rank hold ABBV as of Q2 2025.

Alterna Wealth Management reported no remaining AbbVie position as of Q2 2025 after selling out during the quarter.
Alterna Wealth Management sold 1,060 AbbVie shares in Q2 2025, an estimated $222K.
Alterna Wealth Management first reported a position in AbbVie in Q4 2018 and held it in 4 quarters.
Alterna Wealth Management's AbbVie position peaked at $1M in Q4 2018.
3,780 funds tracked by Wall St. Rank held AbbVie as of Q2 2025.

Based on Alterna Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.