Ownership history in PDS Planning, Inc · 33 quarters on record
This page tracks every 13F SEC filing in which PDS Planning, Inc 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 — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 110,533 | +2,541 | +2.4% | 1.69% | $25.3M | $226.67 |
| 2025 Q3 | ADDED | 107,992 | +88 | +0.1% | 1.73% | $25.0M | $228.05 |
| 2025 Q2 | ADDED | 107,904 | +442 | +0.4% | 1.49% | $20.0M | $181.25 |
| 2025 Q1 | ADDED | 107,462 | +361 | +0.3% | 1.90% | $22.5M | $202.72 |
| 2024 Q4 | REDUCED | 107,101 | -1,401 | -1.3% | 1.69% | $19.0M | $170.33 |
| 2024 Q3 | ADDED | 108,502 | +4,623 | +4.5% | 1.92% | $21.4M | $187.79 |
| 2024 Q2 | ADDED | 103,879 | +308 | +0.3% | 1.80% | $17.8M | $161.62 |
| 2024 Q1 | ADDED | 103,571 | +34 | +0.0% | 1.98% | $18.9M | $170.00 |
| 2023 Q4 | ADDED | 103,537 | +342 | +0.3% | 1.83% | $16.0M | $143.30 |
| 2023 Q3 | REDUCED | 103,195 | -7,504 | -6.8% | 1.99% | $15.4M | $136.47 |
As of 2025 Q4 — sorted by position size