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Planned Solutions’s AbbVie ABBV Stock Holding History

Planned Solutions’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
Q4 		– Sell
-167
Closed -$33K – 115
2024
Q3 		$33K Buy
+167
New +$31.2K 0.01% 350
2024
Q1 		– Sell
-867
Closed -$134K – 104
2023
Q4 		$134K Buy
+867
New +$126K 0.06% 138
2022
Q2 		– Sell
-1,351
Closed -$219K – 64
2022
Q1 		$219K Sell
1,351
-328
-20% -$47.6K 0.15% 69
2021
Q4 		$227K Buy
+1,679
New +$198K 0.15% 71
2021
Q1 		– Sell
-1,219
Closed -$131K – 61
2020
Q4 		$131K Sell
1,219
-1,135
-48% -$109K 0.1% 78
2020
Q3 		$206K Buy
+2,354
New +$222K 0.2% 45

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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Planned Solutions's ABBV Position: Q4 2024 in Review

Planned Solutions sold out of AbbVie (ABBV) in Q4 2024, closing a stake of 167 shares — an estimated $33K sold.

Planned Solutions first reported a position in ABBV in Q3 2020 and held it in 6 quarters. The position peaked at $227K in Q4 2021. 3,744 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

  • Planned Solutions reported no remaining AbbVie position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 167 AbbVie shares in Q4 2024, an estimated $33K.
  • Planned Solutions first reported a position in AbbVie in Q3 2020 and held it in 6 quarters.
  • Planned Solutions's AbbVie position peaked at $227K in Q4 2021.
  • 3,744 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.