Westshore Wealth’s AbbVie ABBV Stock Holding History

Westshore Wealth’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 Q1	–	Sell	-1,807	Closed	-$321K	–	95
2024 Q4	$321K	Hold	1,807	–	–	0.13%	68
2024 Q3	$357K	Hold	1,807	–	–	0.15%	57
2024 Q2	$310K	Sell	1,807 -100	-5%	-$16.6K	0.13%	62
2024 Q1	$347K	Hold	1,907	–	–	0.14%	55
2023 Q4	$296K	Sell	1,907 -100	-5%	-$14.6K	0.14%	58
2023 Q3	$299K	Sell	2,007 -1,100	-35%	-$161K	0.17%	51
2023 Q2	$419K	Sell	3,107 -515	-14%	-$75.5K	0.21%	39
2023 Q1	$577K	Sell	3,622 -85	-2%	-$13K	0.3%	32
2022 Q4	$599K	Hold	3,707	–	–	0.34%	31
2022 Q3	$498K	Sell	3,707 -1,500	-29%	-$215K	0.34%	26
2022 Q2	$798K	Hold	5,207	–	–	0.52%	22
2022 Q1	$844K	Hold	5,207	–	–	0.57%	23
2021 Q4	$705K	Sell	5,207 -100	-2%	-$11.8K	0.48%	27
2021 Q3	$572K	Sell	5,307 -3,719	-41%	-$425K	0.46%	28
2021 Q2	$1.02M	Buy	9,026 +600	+7%	+$67.6K	0.52%	33
2021 Q1	$912K	Buy	+8,426	New	+$901K	0.52%	32
2019 Q4	$540K	Buy	+6,100	New	+$506K	0.59%	31

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Westshore Wealth's ABBV Position: Q1 2025 in Review

Westshore Wealth sold out of AbbVie (ABBV) in Q1 2025, closing a stake of 1,807 shares — an estimated $321K sold.

Westshore Wealth first reported a position in ABBV in Q4 2019 and held it in 17 quarters. The position peaked at $1.02M in Q2 2021. 3,819 funds tracked by Wall St. Rank hold ABBV as of Q1 2025.

Westshore Wealth reported no remaining AbbVie position as of Q1 2025 after selling out during the quarter.
Westshore Wealth sold 1,807 AbbVie shares in Q1 2025, an estimated $321K.
Westshore Wealth first reported a position in AbbVie in Q4 2019 and held it in 17 quarters.
Westshore Wealth's AbbVie position peaked at $1.02M in Q2 2021.
3,819 funds tracked by Wall St. Rank held AbbVie as of Q1 2025.

Based on Westshore Wealth's 13F filing for Q1 2025, filed 15 May 2025.