Number of Shares
62,974.00
Current Holdings Value*
$13.19 Mil
% of Portfolio
1.77%
Total Estimate Gain
$7.45 Mil
% of Total Estimate Gain
122.48%

Ascent Wealth Partners, LLC's AbbVie Inc Holding Summary

As of 2025-03-31, Ascent Wealth Partners, LLC held 62,974.00 shares of AbbVie Inc(ABBV), totaling $13.19 Mil. This investment constitutes 1.77% of their stock portfolio, and Ascent Wealth Partners, LLC now holds 0% of the outstanding AbbVie Inc(ABBV) stock.

The initial trade took place in 2014Q3. And since then Ascent Wealth Partners, LLC has made 18 purchases of ABBV, at an average price of $82.26, for a total of 73,970.00 shares. In addition, there have been 9 sales at an average price of $139.88 for 10,996.00 shares. Based on historical transaction data and ABBV's current price of $190.55, Ascent Wealth Partners, LLC's estimated gain on his ABBV holdings is $7.45 Mil, reflecting a 122.48% gain to date.

Ascent Wealth Partners, LLC ABBV ($190.55) Holding Chart

Ascent Wealth Partners, LLC ABBV ($190.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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