ABBV — ABBVIE INC

Ownership history in TrinityPoint Wealth, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which TrinityPoint 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.

Peak position
2.17% (2022 Q4)
Avg. % of fund
1.2%
First filed
2018 Q4
Last filed
2024 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 58,169 +318 +0.5% 1.45% $10.3M $170.33
2024 Q3 ADDED 57,851 +31 +0.1% 1.64% $11.4M $187.79
2024 Q2 REDUCED 57,820 -863 -1.5% 1.55% $9.9M $161.62
2024 Q1 ADDED 58,683 +653 +1.1% 1.77% $10.7M $170.00
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ABBV price (monthly, adj. close)

Other funds also holding ABBV

As of 2025 Q4 — sorted by position size

Livelsberger Financial Advisory 39.51% CURA WEALTH ADVISORS, LLC 24.41% PARK CIRCLE Co 3Y 7Y 14.33% Sugar Maple Asset Management, LLC 8.69% Bruce & Co., Inc. 3Y 7Y 8.68% Atle Fund Management AB 3Y 7Y 7.89% R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3Y 7Y 7.08% RBO & CO LLC 3Y 7Y 6.86% Swisher Financial Concepts, Inc. 6.73% MV CAPITAL MANAGEMENT, INC. 3Y 7Y 5.94%
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