Congress Wealth Management’s AbbVie ABBV Stock Holding History

Congress 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	$26.2M	Buy	141,370 +34,488	+32%	+$6.41M	0.25%	94
2025 Q1	$22.4M	Buy	106,882 +9,338	+10%	+$1.82M	0.27%	95
2024 Q4	$17.3M	Sell	97,544 -93,697	-49%	-$17.2M	0.24%	122
2024 Q3	$37.8M	Buy	191,241 +24,260	+15%	+$4.53M	0.5%	44
2024 Q2	$28.6M	Buy	166,981 +52,161	+45%	+$8.64M	0.46%	47
2024 Q1	$20.9M	Sell	114,820 -10,187	-8%	-$1.76M	0.36%	66
2023 Q4	$19.4M	Buy	125,007 +21,464	+21%	+$3.13M	0.36%	64
2023 Q3	$15.4M	Buy	103,543 +4,199	+4%	+$616K	0.32%	71
2023 Q2	$13.4M	Buy	99,344 +1,242	+1%	+$182K	0.31%	86
2023 Q1	$15.6M	Buy	98,102 +1,217	+1%	+$186K	0.38%	59
2022 Q4	$15.7M	Buy	96,885 +2,348	+2%	+$360K	0.4%	52
2022 Q3	$12.7M	Buy	94,537 +2,259	+2%	+$324K	0.34%	70
2022 Q2	$14.1M	Sell	92,278 -2,186	-2%	-$334K	0.36%	62
2022 Q1	$15.3M	Sell	94,464 -1,717	-2%	-$249K	0.33%	68
2021 Q4	$13M	Buy	+96,181	New	+$11.4M	0.26%	105

Other funds holding ABBV

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

BlackRock New York $5.7T 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 $1.47T 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

Norges Bank Oslo, Norway $935B AUM