Optimum Investment Advisors’s AbbVie ABBV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.07M Hold
13,277
1.22% 15
2025
Q2
$2.46M Sell
13,277
-292
-2% -$54.3K 1.07% 17
2025
Q1
$2.84M Sell
13,569
-590
-4% -$115K 1.34% 14
2024
Q4
$2.52M Hold
14,159
1.11% 16
2024
Q3
$2.8M Sell
14,159
-450
-3% -$84K 1.21% 12
2024
Q2
$2.51M Sell
14,609
-15
-0.1% -$2.48K 1.12% 13
2024
Q1
$2.66M Buy
14,624
+348
+2% +$60K 1.22% 13
2023
Q4
$2.21M Sell
14,276
-804
-5% -$117K 1.11% 14
2023
Q3
$2.25M Sell
15,080
-199
-1% -$29.2K 1.15% 12
2023
Q2
$2.06M Sell
15,279
-780
-5% -$114K 1.01% 17
2023
Q1
$2.56M Sell
16,059
-1,241
-7% -$190K 1.34% 10
2022
Q4
$2.8M Sell
17,300
-2,215
-11% -$340K 1.51% 7
2022
Q3
$2.62M Sell
19,515
-475
-2% -$68.2K 1.41% 7
2022
Q2
$3.06M Buy
19,990
+60
+0.3% +$9.17K 1.53% 7
2022
Q1
$3.23M Buy
19,930
+10
+0.1% +$1.45K 1.36% 11
2021
Q4
$2.7M Sell
19,920
-507
-2% -$59.9K 1.05% 15
2021
Q3
$2.2M Sell
20,427
-6,889
-25% -$787K 0.93% 21
2021
Q2
$3.08M Sell
27,316
-4,047
-13% -$456K 0.96% 17
2021
Q1
$3.39M Buy
31,363
+587
+2% +$62.8K 0.99% 15
2020
Q4
$3.3M Sell
30,776
-3,044
-9% -$293K 1% 17
2020
Q3
$2.96M Buy
33,820
+3,011
+10% +$283K 0.99% 17
2020
Q2
$3.02M Buy
30,809
+5,293
+21% +$466K 1.05% 16
2020
Q1
$1.94M Sell
25,516
-606
-2% -$51.6K 0.8% 23
2019
Q4
$2.31M Sell
26,122
-549
-2% -$45.6K 0.69% 25
2019
Q3
$2.02M Sell
26,671
-1,472
-5% -$101K 0.64% 29
2019
Q2
$2.05M Sell
28,143
-9,028
-24% -$710K 0.66% 27
2019
Q1
$3M Sell
37,171
-2,980
-7% -$244K 0.98% 19
2018
Q4
$3.7M Sell
40,151
-1,046
-3% -$92K 1.27% 13
2018
Q3
$3.9M Sell
41,197
-672
-2% -$63.7K 1.08% 16
2018
Q2
$3.88M Sell
41,869
-798
-2% -$77.9K 1.12% 15
2018
Q1
$4.04M Sell
42,667
-599
-1% -$65.8K 1.19% 13
2017
Q4
$4.18M Sell
43,266
-1,299
-3% -$122K 1.33% 10
2017
Q3
$3.96M Sell
44,565
-1,978
-4% -$151K 1.33% 11
2017
Q2
$3.38M Sell
46,543
-2,028
-4% -$136K 1.17% 13
2017
Q1
$3.17M Sell
48,571
-850
-2% -$53.4K 1.12% 15
2016
Q4
$3.1M Sell
49,421
-1,775
-3% -$108K 1.16% 14
2016
Q3
$3.23M Buy
51,196
+400
+0.8% +$25.9K 1.21% 11
2016
Q2
$3.15M Sell
50,796
-239
-0.5% -$14.6K 1.22% 13
2016
Q1
$2.92M Sell
51,035
-71
-0.1% -$3.96K 1.15% 16
2015
Q4
$3.03M Buy
51,106
+1,476
+3% +$85K 1.17% 13
2015
Q3
$2.7M Buy
+49,630
New +$3.23M 1.09% 15
2015
Q1
$1.64M Sell
28,084
-23,234
-45% -$1.4M 0.52% 41
2014
Q4
$1.72M Buy
51,318
+26,262
+105% +$1.66M 0.55% 36
2014
Q3
$1.45M Sell
25,056
-3,450
-12% -$192K 0.48% 48
2014
Q2
$1.61M Buy
28,506
+2,000
+8% +$105K 0.52% 41
2014
Q1
$1.36M Sell
26,506
-1,207
-4% -$61K 0.51% 48
2013
Q4
$1.46M Sell
27,713
-1,306
-5% -$64.2K 0.55% 45
2013
Q3
$1.3M Buy
+29,019
New +$1.29M 0.53% 50

Other funds holding ABBV

Optimum Investment Advisors's ABBV Position: Q3 2025 in Review

Optimum Investment Advisors held its AbbVie (ABBV) position steady in Q3 2025 at 13,277 shares worth $3.07M. The position accounts for 1.22% of the portfolio, ranked #15.

Optimum Investment Advisors first reported a position in ABBV in Q3 2013 and has held it in 48 quarters since. The position peaked at $4.18M in Q4 2017. 3,906 funds tracked by Wall St. Rank hold ABBV as of Q3 2025.

  • Optimum Investment Advisors held 13,277 shares of AbbVie worth $3.07M as of Q3 2025.
  • Optimum Investment Advisors left its AbbVie share count unchanged in Q3 2025.
  • AbbVie made up 1.22% of Optimum Investment Advisors's portfolio in Q3 2025, its #15 holding.
  • Optimum Investment Advisors first reported a position in AbbVie in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's AbbVie position peaked at $4.18M in Q4 2017.
  • 3,906 funds tracked by Wall St. Rank held AbbVie as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.