Transform Wealth’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $19M | Sell |
90,628
-3,738
| -4% | -$727K | 1.15% | 18 |
|
|
2024
Q4 | $16.8M | Buy |
94,366
+7,060
| +8% | +$1.3M | 0.93% | 24 |
|
|
2024
Q3 | $17.2M | Buy |
87,306
+1,166
| +1% | +$218K | 1.14% | 15 |
|
|
2024
Q2 | $14.8M | Buy |
86,140
+858
| +1% | +$142K | 1.11% | 19 |
|
|
2024
Q1 | $15.5M | Sell |
85,282
-491
| -0.6% | -$84.6K | 1.47% | 17 |
|
|
2023
Q4 | $13.3M | Sell |
85,773
-14,385
| -14% | -$2.1M | 1.3% | 18 |
|
|
2023
Q3 | $14.9M | Sell |
100,158
-20,203
| -17% | -$2.97M | 1.57% | 15 |
|
|
2023
Q2 | $16.2M | Buy |
120,361
+449
| +0.4% | +$65.8K | 1.46% | 17 |
|
|
2023
Q1 | $19.1M | Buy |
119,912
+8
| +0% | +$1.22K | 1.8% | 10 |
|
|
2022
Q4 | $19.4M | Buy |
119,904
+133
| +0.1% | +$20.4K | 2.17% | 6 |
|
|
2022
Q3 | $16.1M | Buy |
119,771
+575
| +0.5% | +$82.5K | 2.09% | 6 |
|
|
2022
Q2 | $18.3M | Sell |
119,196
-4,984
| -4% | -$762K | 2.72% | 6 |
|
|
2022
Q1 | $20.1M | Sell |
124,180
-8,500
| -6% | -$1.23M | 2.26% | 6 |
|
|
2021
Q4 | $18M | Sell |
132,680
-620
| -0.5% | -$73.2K | 1.88% | 10 |
|
|
2021
Q3 | $14.4M | Buy |
133,300
+2,196
| +2% | +$251K | 1.65% | 10 |
|
|
2021
Q2 | $14.8M | Buy |
131,104
+58,936
| +82% | +$6.64M | 1.8% | 9 |
|
|
2021
Q1 | $7.81M | Sell |
72,168
-1,425
| -2% | -$152K | 1.57% | 12 |
|
|
2020
Q4 | $7.88M | Sell |
73,593
-58,959
| -44% | -$5.67M | 1.65% | 11 |
|
|
2020
Q3 | $11.6M | Buy |
132,552
+4,997
| +4% | +$470K | 1.87% | 9 |
|
|
2020
Q2 | $12.5M | Buy |
127,555
+57,003
| +81% | +$5.02M | 2.15% | 8 |
|
|
2020
Q1 | $5.38M | Buy |
70,552
+8,373
| +13% | +$713K | 1.15% | 23 |
|
|
2019
Q4 | $5.5M | Buy |
62,179
+3,948
| +7% | +$328K | 0.87% | 41 |
|
|
2019
Q3 | $4.41M | Sell |
58,231
-3,203
| -5% | -$220K | 0.78% | 51 |
|
|
2019
Q2 | $4.47M | Sell |
61,434
-449
| -0.7% | -$35.3K | 0.66% | 59 |
|
|
2019
Q1 | $4.99M | Sell |
61,883
-6,232
| -9% | -$510K | 0.93% | 40 |
|
|
2018
Q4 | $6.28M | Sell |
68,115
-1,035
| -1% | -$91K | 1.29% | 17 |
|
|
2018
Q3 | $6.54M | Sell |
69,150
-10,610
| -13% | -$1.01M | 1.13% | 25 |
|
|
2018
Q2 | $7.39M | Buy |
79,760
+4,049
| +5% | +$395K | 1.34% | 15 |
|
|
2018
Q1 | $7.17M | Buy |
75,711
+7,481
| +11% | +$822K | 1.36% | 13 |
|
|
2017
Q4 | $6.6M | Buy |
68,230
+32,312
| +90% | +$3.05M | 1.22% | 21 |
|
|
2017
Q3 | $3.19M | Buy |
35,918
+9,512
| +36% | +$724K | 1.11% | 20 |
|
|
2017
Q2 | $1.92M | Sell |
26,406
-556
| -2% | -$37.4K | 2.16% | 14 |
|
|
2017
Q1 | $1.76M | Sell |
26,962
-277
| -1% | -$17.4K | 0.66% | 43 |
|
|
2016
Q4 | $1.71M | Buy |
27,239
+4,495
| +20% | +$274K | 0.68% | 36 |
|
|
2016
Q3 | $1.43M | Sell |
22,744
-3,225
| -12% | -$209K | 0.62% | 46 |
|
|
2016
Q2 | $1.61M | Buy |
+25,969
| New | +$1.58M | 0.68% | 38 |
|
Other funds holding ABBV
Transform Wealth's ABBV Position: Q1 2025 in Review
Transform Wealth reduced its AbbVie (ABBV) stake by 4% in Q1 2025, selling an estimated $727K and leaving 90,628 shares worth $19M. The position accounts for 1.15% of the portfolio, ranked #18.
Transform Wealth first reported a position in ABBV in Q2 2016 and has held it in 36 quarters since. The position peaked at $20.1M in Q1 2022. 3,819 funds tracked by Wall St. Rank hold ABBV as of Q1 2025.
- Transform Wealth held 90,628 shares of AbbVie worth $19M as of Q1 2025.
- Transform Wealth sold 3,738 AbbVie shares in Q1 2025, an estimated $727K.
- AbbVie made up 1.15% of Transform Wealth's portfolio in Q1 2025, its #18 holding.
- Transform Wealth first reported a position in AbbVie in Q2 2016 and has held it in 36 quarters since.
- Transform Wealth's AbbVie position peaked at $20.1M in Q1 2022.
- 3,819 funds tracked by Wall St. Rank held AbbVie as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.