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Geller Advisors’s AbbVie ABBV Stock Holding History

Geller 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
2024
Q4 		$1.73M Sell
9,733
-348
-3% -$64K 0.11% 46
2024
Q3 		$1.99M Buy
10,081
+772
+8% +$144K 0.14% 44
2024
Q2 		$1.6M Buy
9,309
+2,039
+28% +$338K 0.12% 47
2024
Q1 		$1.32M Buy
7,270
+246
+4% +$42.4K 0.11% 52
2023
Q4 		$1.09M Sell
7,024
-1,291
-16% -$188K 0.11% 64
2023
Q3 		$1.24M Buy
8,315
+1,851
+29% +$272K 0.14% 41
2023
Q2 		$871K Buy
6,464
+1,650
+34% +$242K 0.11% 62
2023
Q1 		$767K Sell
4,814
-1,308
-21% -$200K 0.11% 39
2022
Q4 		$989K Sell
6,122
-3,351
-35% -$514K 0.17% 28
2022
Q3 		$1.27M Buy
9,473
+682
+8% +$97.9K 0.28% 16
2022
Q2 		$1.35M Buy
8,791
+61
+0.7% +$9.32K 0.28% 21
2022
Q1 		$1.42M Buy
8,730
+194
+2% +$28.2K 0.26% 21
2021
Q4 		$1.16M Buy
8,536
+1
+0% +$118 0.23% 27
2021
Q3 		$921K Buy
8,535
+3,771
+79% +$431K 0.2% 27
2021
Q2 		$537K Sell
4,764
-5
-0.1% -$563 0.12% 49
2021
Q1 		$516K Sell
4,769
-877
-16% -$93.8K 0.12% 48
2020
Q4 		$649K Hold
5,646
– – 0.16% 31
2020
Q3 		$495K Buy
5,646
+67
+1% +$6.31K 0.14% 34
2020
Q2 		$548K Buy
5,579
+1,979
+55% +$174K 0.17% 28
2020
Q1 		$274K Buy
3,600
+34
+1% +$2.9K 0.08% 45
2019
Q4 		$316K Sell
3,566
-590
-14% -$49K 0.1% 34
2019
Q3 		$315K Buy
+4,156
New +$285K 0.11% 38
2019
Q1 		– Sell
-2,300
Closed -$212K – 26
2018
Q4 		$212K Hold
2,300
– – 0.1% 26
2018
Q3 		$218K Hold
2,300
– – 0.13% 28
2018
Q2 		$213K Hold
2,300
– – 0.09% 30
2018
Q1 		$218K Hold
2,300
– – 0.11% 29
2017
Q4 		$222K Hold
2,300
– – 0.11% 29
2017
Q3 		$204K Buy
+2,300
New +$175K 0.1% 30
2016
Q4 		– Sell
-3,300
Closed -$208K – 22
2016
Q3 		$208K Buy
+3,300
New +$214K 0.12% 26

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geller Advisors's ABBV Position: Q4 2024 in Review

Geller Advisors reduced its AbbVie (ABBV) stake by 3.5% in Q4 2024, selling an estimated $64K and leaving 9,733 shares worth $1.73M. The position accounts for 0.11% of the portfolio, ranked #46.

Geller Advisors first reported a position in ABBV in Q3 2016 and has held it in 29 quarters since. The position peaked at $1.99M in Q3 2024. 3,744 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

  • Geller Advisors held 9,733 shares of AbbVie worth $1.73M as of Q4 2024.
  • Geller Advisors sold 348 AbbVie shares in Q4 2024, an estimated $64K.
  • AbbVie made up 0.11% of Geller Advisors's portfolio in Q4 2024, its #46 holding.
  • Geller Advisors first reported a position in AbbVie in Q3 2016 and has held it in 29 quarters since.
  • Geller Advisors's AbbVie position peaked at $1.99M in Q3 2024.
  • 3,744 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.