Ledge Wealth Management’s AbbVie ABBV Stock Holding History

Ledge 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
2023 Q4	$260K	Buy	1,676 +25	+2%	+$3.65K	0.1%	56
2023 Q3	$246K	Sell	1,651 -279	-14%	-$41K	0.11%	54
2023 Q2	$260K	Buy	1,930 +53	+3%	+$7.77K	0.12%	54
2023 Q1	$299K	Sell	1,877 -42	-2%	-$6.42K	0.14%	55
2022 Q4	$310K	Buy	1,919 +12	+0.6%	+$1.84K	0.14%	64
2022 Q3	$256K	Sell	1,907 -490	-20%	-$70.3K	0.16%	61
2022 Q2	$367K	Hold	2,397	–	–	0.23%	56
2022 Q1	$389K	Buy	+2,397	New	+$348K	0.24%	59

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ledge Wealth Management's ABBV Position: Q4 2023 in Review

Ledge Wealth Management increased its AbbVie (ABBV) stake by 1.5% in Q4 2023, buying an estimated $3.65K and bringing the position to 1,676 shares worth $260K. The position accounts for 0.1% of the portfolio, ranked #56.

Ledge Wealth Management first reported a position in ABBV in Q1 2022 and has held it in 8 quarters since. The position peaked at $389K in Q1 2022. 3,322 funds tracked by Wall St. Rank hold ABBV as of Q4 2023.

Ledge Wealth Management held 1,676 shares of AbbVie worth $260K as of Q4 2023.
Ledge Wealth Management bought 25 AbbVie shares in Q4 2023, an estimated $3.65K.
AbbVie made up 0.1% of Ledge Wealth Management's portfolio in Q4 2023, its #56 holding.
Ledge Wealth Management first reported a position in AbbVie in Q1 2022 and has held it in 8 quarters since.
Ledge Wealth Management's AbbVie position peaked at $389K in Q1 2022.
3,322 funds tracked by Wall St. Rank held AbbVie as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.