Kolinsky Wealth Management’s AbbVie ABBV Stock Holding History

Kolinsky 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
2024 Q4	$1.2M	Buy	6,734 +382	+6%	+$70.2K	0.73%	18
2024 Q3	$1.25M	Sell	6,352 -79	-1%	-$14.7K	0.82%	16
2024 Q2	$1.1M	Buy	6,431 +136	+2%	+$22.5K	0.79%	19
2024 Q1	$1.15M	Buy	6,295 +529	+9%	+$91.2K	0.88%	18
2023 Q4	$894K	Sell	5,766 -146	-2%	-$21.3K	0.79%	20
2023 Q3	$881K	Buy	5,912 +6	+0.1%	+$881	0.87%	16
2023 Q2	$787K	Buy	5,906 +79	+1%	+$11.6K	0.75%	20
2023 Q1	$929K	Sell	5,827 -19	-0.3%	-$2.9K	0.99%	12
2022 Q4	$945K	Buy	5,846 +134	+2%	+$20.5K	1.08%	10
2022 Q3	$767K	Buy	5,712 +145	+3%	+$20.8K	0.96%	13
2022 Q2	$853K	Buy	5,567 +158	+3%	+$24.1K	1.01%	12
2022 Q1	$877K	Buy	5,409 +480	+10%	+$69.7K	0.86%	18
2021 Q4	$667K	Buy	+4,929	New	+$582K	0.62%	27

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 $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kolinsky Wealth Management's ABBV Position: Q4 2024 in Review

Kolinsky Wealth Management increased its AbbVie (ABBV) stake by 6% in Q4 2024, buying an estimated $70.2K and bringing the position to 6,734 shares worth $1.2M. The position accounts for 0.73% of the portfolio, ranked #18.

Kolinsky Wealth Management first reported a position in ABBV in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.25M in Q3 2024. 3,750 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

Kolinsky Wealth Management held 6,734 shares of AbbVie worth $1.2M as of Q4 2024.
Kolinsky Wealth Management bought 382 AbbVie shares in Q4 2024, an estimated $70.2K.
AbbVie made up 0.73% of Kolinsky Wealth Management's portfolio in Q4 2024, its #18 holding.
Kolinsky Wealth Management first reported a position in AbbVie in Q4 2021 and has held it in 13 quarters since.
Kolinsky Wealth Management's AbbVie position peaked at $1.25M in Q3 2024.
3,750 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.