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WR Wealth Planners’s AbbVie ABBV Stock Holding History

WR Wealth Planners’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 		$358K Sell
2,015
-407
-17% -$74.8K 0.12% 114
2024
Q3 		$478K Sell
2,422
-307
-11% -$57.3K 0.13% 105
2024
Q2 		$468K Sell
2,729
-61
-2% -$10.1K 0.14% 98
2024
Q1 		$508K Buy
2,790
+178
+7% +$30.7K 0.16% 92
2023
Q4 		$405K Sell
2,612
-11
-0.4% -$1.6K 0.15% 124
2023
Q3 		$391K Buy
2,623
+373
+17% +$54.8K 0.15% 110
2023
Q2 		$303K Buy
2,250
+187
+9% +$27.4K 0.12% 132
2023
Q1 		$329K Buy
2,063
+1,398
+210% +$214K 0.14% 116
2022
Q4 		$107K Hold
665
– – 0.07% 134
2022
Q3 		$89.2K Buy
665
+1
+0.2% +$143 0.06% 133
2022
Q2 		$102K Sell
664
-93
-12% -$14.2K 0.07% 125
2022
Q1 		$123K Buy
+757
New +$110K 0.07% 124

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 $1.88B AUM 29.07% 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

WR Wealth Planners's ABBV Position: Q4 2024 in Review

WR Wealth Planners reduced its AbbVie (ABBV) stake by 17% in Q4 2024, selling an estimated $74.8K and leaving 2,015 shares worth $358K. The position accounts for 0.12% of the portfolio, ranked #114.

WR Wealth Planners first reported a position in ABBV in Q1 2022 and has held it in 12 quarters since. The position peaked at $508K in Q1 2024. 3,745 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

  • WR Wealth Planners held 2,015 shares of AbbVie worth $358K as of Q4 2024.
  • WR Wealth Planners sold 407 AbbVie shares in Q4 2024, an estimated $74.8K.
  • AbbVie made up 0.12% of WR Wealth Planners's portfolio in Q4 2024, its #114 holding.
  • WR Wealth Planners first reported a position in AbbVie in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's AbbVie position peaked at $508K in Q1 2024.
  • 3,745 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.