Ownership history in Transform Wealth, LLC · 36 quarters on record
This page tracks every 13F SEC filing in which Transform 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 — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | REDUCED | 90,628 | -3,738 | -4.0% | 1.15% | $19.0M | $202.72 |
| 2024 Q4 | ADDED | 94,366 | +7,060 | +8.1% | 0.93% | $16.8M | $170.33 |
| 2024 Q3 | ADDED | 87,306 | +1,166 | +1.4% | 1.14% | $17.2M | $187.79 |
| 2024 Q2 | ADDED | 86,140 | +858 | +1.0% | 1.11% | $14.8M | $161.62 |
| 2024 Q1 | REDUCED | 85,282 | -491 | -0.6% | 1.47% | $15.5M | $170.00 |
| 2023 Q4 | REDUCED | 85,773 | -14,385 | -14.4% | 1.30% | $13.3M | $143.30 |
| 2023 Q3 | REDUCED | 100,158 | -20,203 | -16.8% | 1.57% | $14.9M | $136.47 |
| 2023 Q2 | ADDED | 120,361 | +449 | +0.4% | 1.46% | $16.2M | $122.00 |
| 2023 Q1 | ADDED | 119,912 | +8 | +0.0% | 1.80% | $19.1M | $142.99 |
| 2022 Q4 | ADDED | 119,904 | +133 | +0.1% | 2.17% | $19.4M | $143.64 |
As of 2025 Q4 — sorted by position size