Bard Financial Services’s AbbVie ABBV Stock Holding History

Bard Financial Services’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 Q3	$15.4M	Sell	66,720 -375	-0.6%	-$76.4K	1.7%	8
2025 Q2	$12.5M	Sell	67,095 -1,125	-2%	-$209K	1.49%	12
2025 Q1	$14.3M	Sell	68,220 -910	-1%	-$177K	1.75%	8
2024 Q4	$12.3M	Sell	69,130 -125	-0.2%	-$23K	1.47%	11
2024 Q3	$13.7M	Sell	69,255 -5,500	-7%	-$1.03M	1.61%	11
2024 Q2	$12.8M	Sell	74,755 -350	-0.5%	-$58K	1.33%	16
2024 Q1	$13.7M	Hold	75,105	–	–	1.45%	12
2023 Q4	$11.6M	Buy	75,105 +1,440	+2%	+$210K	1.3%	14
2023 Q3	$11M	Buy	73,665 +690	+0.9%	+$101K	1.36%	17
2023 Q2	$9.83M	Sell	72,975 -1,000	-1%	-$147K	0.74%	34
2023 Q1	$11.8M	Sell	73,975 -250	-0.3%	-$38.2K	0.94%	25
2022 Q4	$12M	Sell	74,225 -145	-0.2%	-$22.2K	1.02%	25
2022 Q3	$9.98M	Sell	74,370 -250	-0.3%	-$35.9K	0.94%	23
2022 Q2	$11.4M	Sell	74,620 -500	-0.7%	-$76.4K	1.04%	23
2022 Q1	$12.2M	Buy	75,120 +200	+0.3%	+$29.1K	0.99%	21
2021 Q4	$10.1M	Buy	74,920 +1,350	+2%	+$159K	0.82%	29
2021 Q3	$7.94M	Sell	73,570 -875	-1%	-$100K	0.7%	39
2021 Q2	$8.38M	Buy	74,445 +575	+0.8%	+$64.8K	0.75%	35
2021 Q1	$7.99M	Sell	73,870 -3,255	-4%	-$348K	0.78%	36
2020 Q4	$8.26M	Buy	+77,125	New	+$7.41M	0.83%	32

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

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

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

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

Bank of America

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return