Ownership history in BAR HARBOR WEALTH MANAGEMENT Β· 52 quarters on record
This page tracks every 13F SEC filing in which BAR HARBOR WEALTH MANAGEMENT reported a position in ABBVIE INC (ABBV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BAR HARBOR WEALTH MANAGEMENT underperformed the S&P 500 by β0.4% annually on this ABBV position. Timing score: 42% (21/50 decisions correct). Average cost basis: $91.88. Maximum drawdown during holding period: β20.3%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
21 of 50 add/trim decisions correct
Best entry: $24.92 (2013 Q2) Β· Worst: $228.05 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 41 trims. Bought during 4 of 20 down-price quarters. π Predominantly trimming β distribution phase.
π BAR HARBOR WEALTH MANAGEMENT has been actively increasing its ABBV allocation β a bullish signal from insiders.
Currently 1.23% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size