MGB Wealth Management’s AbbVie ABBV Stock Holding History

MGB 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
2025 Q4	$2.84M	Buy	12,413 +25	+0.2%	+$5.7K	0.81%	21
2025 Q3	$2.84M	Sell	12,388 -1,164	-9%	-$237K	0.8%	23
2025 Q2	$2.5M	Sell	13,552 -282	-2%	-$52.4K	0.82%	22
2025 Q1	$2.88M	Buy	13,834 +196	+1%	+$38.1K	1.04%	18
2024 Q4	$2.42M	Buy	13,638 +493	+4%	+$90.6K	0.75%	25
2024 Q3	$2.58M	Sell	13,145 -300	-2%	-$56K	0.94%	21
2024 Q2	$2.29M	Buy	13,445 +123	+0.9%	+$20.4K	0.86%	24
2024 Q1	$2.43M	Buy	13,322 +87	+0.7%	+$15K	0.99%	20
2023 Q4	$2.05M	Buy	+13,235	New	+$1.93M	1.03%	21

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

Geode Capital Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors

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