Sweet Financial Partners’s AbbVie ABBV Stock Holding History

Sweet Financial Partners’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 Q3	$3.51M	Sell	17,781 -467	-3%	-$87.2K	0.76%	23
2024 Q2	$3.13M	Buy	18,248 +757	+4%	+$125K	0.72%	26
2024 Q1	$3.19M	Buy	17,491 +575	+3%	+$99.1K	0.74%	24
2023 Q4	$2.62M	Buy	16,916 +1,964	+13%	+$286K	0.62%	29
2023 Q3	$2.23M	Buy	14,952 +1,444	+11%	+$212K	0.59%	30
2023 Q2	$1.82M	Buy	13,508 +3,439	+34%	+$504K	0.48%	44
2023 Q1	$1.6M	Buy	10,069 +7,122	+242%	+$1.09M	0.44%	39
2022 Q4	$476K	Sell	2,947 -12	-0.4%	-$1.84K	0.14%	107
2022 Q3	$397K	Sell	2,959 -12	-0.4%	-$1.72K	0.13%	106
2022 Q2	$455K	Sell	2,971 -19	-0.6%	-$2.9K	0.14%	93
2022 Q1	$485K	Buy	2,990 +618	+26%	+$89.8K	0.13%	98
2021 Q4	$321K	Buy	+2,372	New	+$280K	0.13%	102

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

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

Capital International Investors

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

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

Norges Bank Oslo, Norway $935B AUM