Madison Wealth Management’s AbbVie ABBV Stock Holding History

Madison 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 Q3	$409K	Sell	2,745 -65	-2%	-$9.54K	0.09%	118
2023 Q2	$379K	Buy	2,810 +60	+2%	+$8.8K	0.08%	122
2023 Q1	$438K	Sell	2,750 -25	-0.9%	-$3.82K	0.09%	117
2022 Q4	$448K	Hold	2,775	–	–	0.1%	117
2022 Q3	$372K	Buy	2,775 +5	+0.2%	+$717	0.09%	122
2022 Q2	$424K	Hold	2,770	–	–	0.1%	117
2022 Q1	$449K	Hold	2,770	–	–	0.09%	117
2021 Q4	$375K	Buy	2,770 +275	+11%	+$32.5K	0.08%	125
2021 Q3	$269K	Sell	2,495 -61	-2%	-$6.97K	0.06%	136
2021 Q2	$288K	Buy	2,556 +112	+5%	+$12.6K	0.06%	132
2021 Q1	$264K	Buy	2,444 +109	+5%	+$11.7K	0.06%	133
2020 Q4	$250K	Buy	+2,335	New	+$224K	0.07%	132
2020 Q3	–	Sell	-2,235	Closed	-$219K	–	133
2020 Q2	$219K	Buy	+2,235	New	+$197K	0.07%	118
2020 Q1	–	Sell	-2,308	Closed	-$204K	–	109
2019 Q4	$204K	Buy	+2,308	New	+$192K	0.06%	146

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Madison Wealth Management's ABBV Position: Q3 2023 in Review

Madison Wealth Management reduced its AbbVie (ABBV) stake by 2.3% in Q3 2023, selling an estimated $9.54K and leaving 2,745 shares worth $409K. The position accounts for 0.09% of the portfolio, ranked #118.

Madison Wealth Management first reported a position in ABBV in Q4 2019 and has held it in 14 quarters since. The position peaked at $449K in Q1 2022. 3,109 funds tracked by Wall St. Rank hold ABBV as of Q3 2023.

Madison Wealth Management held 2,745 shares of AbbVie worth $409K as of Q3 2023.
Madison Wealth Management sold 65 AbbVie shares in Q3 2023, an estimated $9.54K.
AbbVie made up 0.09% of Madison Wealth Management's portfolio in Q3 2023, its #118 holding.
Madison Wealth Management first reported a position in AbbVie in Q4 2019 and has held it in 14 quarters since.
Madison Wealth Management's AbbVie position peaked at $449K in Q1 2022.
3,109 funds tracked by Wall St. Rank held AbbVie as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.