LWM
ABBV icon

Laidlaw Wealth Management’s AbbVie ABBV Stock Holding History

Laidlaw 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
Q2 		– Sell
-1,755
Closed -$320K – 176
2024
Q1 		$320K Sell
1,755
-8,281
-83% -$1.43M 0.18% 131
2023
Q4 		$1.56M Buy
10,036
+689
+7% +$100K 0.57% 44
2023
Q3 		$1.39M Sell
9,347
-5,386
-37% -$791K 0.46% 62
2023
Q2 		$1.98M Sell
14,733
-510
-3% -$74.8K 0.39% 64
2023
Q1 		$2.43M Sell
15,243
-142
-0.9% -$21.7K 0.5% 54
2022
Q4 		$2.49M Sell
15,385
-1,182
-7% -$181K 0.53% 48
2022
Q3 		$2.22M Buy
16,567
+879
+6% +$126K 0.52% 52
2022
Q2 		$2.4M Sell
15,688
-717
-4% -$110K 0.49% 59
2022
Q1 		$2.66M Sell
16,405
-700
-4% -$102K 0.44% 57
2021
Q4 		$2.32M Buy
17,105
+976
+6% +$115K 0.37% 74
2021
Q3 		$1.74M Buy
16,129
+1,766
+12% +$202K 0.45% 69
2021
Q2 		$1.62M Sell
14,363
-14
-0.1% -$1.58K 0.42% 69
2021
Q1 		$1.56M Buy
14,377
+633
+5% +$67.7K 0.53% 53
2020
Q4 		$1.47M Buy
13,744
+5,804
+73% +$558K 0.31% 93
2020
Q3 		$695K Buy
7,940
+269
+4% +$25.3K 0.31% 90
2020
Q2 		$753K Buy
7,671
+3,280
+75% +$289K 0.39% 74
2020
Q1 		$335K Buy
+4,391
New +$374K 0.22% 107

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Laidlaw Wealth Management's ABBV Position: Q2 2024 in Review

Laidlaw Wealth Management sold out of AbbVie (ABBV) in Q2 2024, closing a stake of 1,755 shares — an estimated $320K sold.

Laidlaw Wealth Management first reported a position in ABBV in Q1 2020 and held it in 17 quarters. The position peaked at $2.66M in Q1 2022. 3,364 funds tracked by Wall St. Rank hold ABBV as of Q2 2024.

  • Laidlaw Wealth Management reported no remaining AbbVie position as of Q2 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,755 AbbVie shares in Q2 2024, an estimated $320K.
  • Laidlaw Wealth Management first reported a position in AbbVie in Q1 2020 and held it in 17 quarters.
  • Laidlaw Wealth Management's AbbVie position peaked at $2.66M in Q1 2022.
  • 3,364 funds tracked by Wall St. Rank held AbbVie as of Q2 2024.

Based on Laidlaw Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.