Intelligent Financial Strategies’s AbbVie ABBV Stock Holding History

Intelligent Financial Strategies’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 Q1	–	Sell	-67	Closed	-$11.9K	–	83
2024 Q4	$11.9K	Sell	67 -145	-68%	-$26.7K	0.01%	77
2024 Q3	$41.8K	Hold	212	–	–	0.02%	63
2024 Q2	$36.3K	Hold	212	–	–	0.02%	63
2024 Q1	$38.6K	Hold	212	–	–	0.02%	68
2023 Q4	$32.8K	Hold	212	–	–	0.02%	60
2023 Q3	$31.6K	Hold	212	–	–	0.02%	70
2023 Q2	$28.5K	Buy	212 +2	+1%	+$293	0.02%	73
2023 Q1	$33.4K	Buy	210 +2	+1%	+$306	0.03%	74
2022 Q4	$33.6K	Buy	208 +2	+1%	+$307	0.03%	75
2022 Q3	$28K	Buy	206 +2	+1%	+$287	0.03%	73
2022 Q2	$31K	Buy	204 +2	+1%	+$306	0.03%	74
2022 Q1	$33K	Buy	202 +2	+1%	+$291	0.03%	80
2021 Q4	$27K	Buy	+200	New	+$23.6K	0.02%	88

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

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

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

Norges Bank Oslo, Norway $935B AUM

Intelligent Financial Strategies's ABBV Position: Q1 2025 in Review

Intelligent Financial Strategies sold out of AbbVie (ABBV) in Q1 2025, closing a stake of 67 shares — an estimated $11.9K sold.

Intelligent Financial Strategies first reported a position in ABBV in Q4 2021 and held it in 13 quarters. The position peaked at $41.8K in Q3 2024. 3,819 funds tracked by Wall St. Rank hold ABBV as of Q1 2025.

Intelligent Financial Strategies reported no remaining AbbVie position as of Q1 2025 after selling out during the quarter.
Intelligent Financial Strategies sold 67 AbbVie shares in Q1 2025, an estimated $11.9K.
Intelligent Financial Strategies first reported a position in AbbVie in Q4 2021 and held it in 13 quarters.
Intelligent Financial Strategies's AbbVie position peaked at $41.8K in Q3 2024.
3,819 funds tracked by Wall St. Rank held AbbVie as of Q1 2025.

Based on Intelligent Financial Strategies's 13F filing for Q1 2025, filed 24 Apr 2025.