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 $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

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