Burt Wealth Advisors’s AbbVie ABBV Stock Holding History

Burt Wealth Advisors’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	$428K	Sell	1,848 -20	-1%	-$4.07K	0.11%	77
2025 Q2	$347K	Buy	1,868 +1	+0.1%	+$186	0.08%	91
2025 Q1	$391K	Sell	1,867 -99	-5%	-$19.2K	0.1%	71
2024 Q4	$349K	Hold	1,966	–	–	0.09%	83
2024 Q3	$388K	Sell	1,966 -6	-0.3%	-$1.12K	0.1%	74
2024 Q2	$338K	Sell	1,972 -15	-0.8%	-$2.48K	0.09%	78
2024 Q1	$362K	Sell	1,987 -458	-19%	-$78.9K	0.09%	83
2023 Q4	$379K	Hold	2,445	–	–	0.11%	70
2023 Q3	$364K	Sell	2,445 -78	-3%	-$11.5K	0.11%	66
2023 Q2	$340K	Sell	2,523 -294	-10%	-$43.1K	0.1%	75
2023 Q1	$449K	Buy	2,817 +114	+4%	+$17.4K	0.14%	59
2022 Q4	$437K	Sell	2,703 -207	-7%	-$31.7K	0.15%	64
2022 Q3	$391K	Buy	2,910 +1	+0%	+$143	0.16%	52
2022 Q2	$446K	Hold	2,909	–	–	0.16%	50
2022 Q1	$472K	Buy	2,909 +300	+11%	+$43.6K	0.14%	54
2021 Q4	$353K	Hold	2,609	–	–	0.12%	65
2021 Q3	$281K	Hold	2,609	–	–	0.09%	78
2021 Q2	$294K	Hold	2,609	–	–	0.11%	71
2021 Q1	$282K	Sell	2,609 -196	-7%	-$21K	0.1%	73
2020 Q4	$301K	Hold	2,805	–	–	0.1%	69
2020 Q3	$246K	Hold	2,805	–	–	0.09%	70
2020 Q2	$275K	Sell	2,805 -31	-1%	-$2.73K	0.11%	63
2020 Q1	$216K	Hold	2,836	–	–	0.1%	72
2019 Q4	$251K	Hold	2,836	–	–	0.1%	72
2019 Q3	$215K	Hold	2,836	–	–	0.09%	77
2019 Q2	$206K	Sell	2,836 -645	-19%	-$50.7K	0.09%	79
2019 Q1	$281K	Hold	3,481	–	–	0.13%	64
2018 Q4	$321K	Buy	3,481 +325	+10%	+$28.6K	0.15%	60
2018 Q3	$298K	Hold	3,156	–	–	0.14%	61
2018 Q2	$292K	Hold	3,156	–	–	0.14%	59
2018 Q1	$299K	Sell	3,156 -150	-5%	-$16.5K	0.15%	59
2017 Q4	$320K	Buy	3,306 +200	+6%	+$18.8K	0.2%	55
2017 Q3	$276K	Hold	3,106	–	–	0.18%	57
2017 Q2	$225K	Buy	3,106 +400	+15%	+$26.9K	0.16%	60
2017 Q1	$176K	Sell	2,706 -1,309	-33%	-$82.3K	0.13%	70
2016 Q4	$251K	Buy	4,015 +309	+8%	+$18.9K	0.22%	58
2016 Q3	$233K	Hold	3,706	–	–	0.25%	53
2016 Q2	$229K	Sell	3,706 -1,016	-22%	-$61.9K	0.25%	50
2016 Q1	$237K	Sell	4,722 -984	-17%	-$54.8K	0.22%	55
2015 Q4	$338K	Sell	5,706 -2,190	-28%	-$126K	0.27%	41
2015 Q3	$429K	Sell	7,896 -6,500	-45%	-$423K	0.53%	27
2015 Q2	$967K	Buy	14,396 +13,690	+1,939%	+$894K	1.05%	14
2015 Q1	$41K	Sell	706 -345	-33%	-$20.8K	0.04%	152
2014 Q4	$66K	Buy	+1,051	New	+$66.3K	0.07%	121

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

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

Burt Wealth Advisors's ABBV Position: Q3 2025 in Review

Burt Wealth Advisors reduced its AbbVie (ABBV) stake by 1.1% in Q3 2025, selling an estimated $4.07K and leaving 1,848 shares worth $428K. The position accounts for 0.11% of the portfolio, ranked #77.

Burt Wealth Advisors first reported a position in ABBV in Q4 2014 and has held it in 44 quarters since. The position peaked at $967K in Q2 2015. 3,905 funds tracked by Wall St. Rank hold ABBV as of Q3 2025.

Burt Wealth Advisors held 1,848 shares of AbbVie worth $428K as of Q3 2025.
Burt Wealth Advisors sold 20 AbbVie shares in Q3 2025, an estimated $4.07K.
AbbVie made up 0.11% of Burt Wealth Advisors's portfolio in Q3 2025, its #77 holding.
Burt Wealth Advisors first reported a position in AbbVie in Q4 2014 and has held it in 44 quarters since.
Burt Wealth Advisors's AbbVie position peaked at $967K in Q2 2015.
3,905 funds tracked by Wall St. Rank held AbbVie as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.