Ownership history in Blue Barn Wealth, LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which Blue Barn Wealth, LLC 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 Blue Barn Wealth, LLC outperformed the S&P 500 by +0.4% annually on this ABBV position. Timing score: 54% (7/13 decisions correct). Average cost basis: $130.12. Maximum drawdown during holding period: β15.7%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
9 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 13 add/trim decisions correct
Best entry: $115.83 (2021 Q4) Β· Worst: $228.05 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 5 trims. Bought during 4 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.15% 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