Householder Group Estate & Retirement Specialist’s AbbVie ABBV Stock Holding History

Householder Group Estate & Retirement Specialist’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	$1.1M	Sell	6,169 -4,224	-41%	-$777K	0.82%	23
2024 Q3	$2.05M	Sell	10,393 -181	-2%	-$33.8K	0.6%	31
2024 Q2	$1.81M	Buy	10,574 +578	+6%	+$95.7K	0.51%	37
2024 Q1	$1.82M	Sell	9,996 -574	-5%	-$98.9K	0.54%	37
2023 Q4	$1.64M	Sell	10,570 -320	-3%	-$46.7K	0.54%	38
2023 Q3	$1.62M	Buy	+10,890	New	+$1.6M	0.59%	35
2023 Q1	$1.55M	Buy	9,746 +626	+7%	+$95.7K	0.6%	36
2022 Q4	$1.47M	Buy	9,120 +101	+1%	+$15.5K	2.2%	11
2022 Q3	$1.21M	Buy	9,019 +1,393	+18%	+$200K	0.5%	47
2022 Q2	$1.17M	Sell	7,626 -12	-0.2%	-$1.83K	0.52%	43
2022 Q1	$1.24M	Sell	7,638 -480	-6%	-$69.7K	0.5%	50
2021 Q4	$1.1M	Buy	+8,118	New	+$959K	0.41%	66

Other funds holding ABBV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's ABBV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its AbbVie (ABBV) stake by 41% in Q4 2024, selling an estimated $777K and leaving 6,169 shares worth $1.1M. The position accounts for 0.82% of the portfolio, ranked #23.

Householder Group Estate & Retirement Specialist first reported a position in ABBV in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.05M in Q3 2024. 3,745 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

Householder Group Estate & Retirement Specialist held 6,169 shares of AbbVie worth $1.1M as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 4,224 AbbVie shares in Q4 2024, an estimated $777K.
AbbVie made up 0.82% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #23 holding.
Householder Group Estate & Retirement Specialist first reported a position in AbbVie in Q4 2021 and has held it in 12 quarters since.
Householder Group Estate & Retirement Specialist's AbbVie position peaked at $2.05M in Q3 2024.
3,745 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.