Number of Shares
212,188.00
Current Holdings Value*
$31.63 Mil
% of Portfolio
2.41%
Total Estimate Gain
$16.10 Mil
% of Total Estimate Gain
23.17%

Polaris Wealth Advisory Group, LLC's AbbVie Inc Holding Summary

As of 2023-09-30, Polaris Wealth Advisory Group, LLC held 212,188.00 shares of AbbVie Inc(ABBV), totaling $31.63 Mil. This investment constitutes 2.41% of their stock portfolio, and Polaris Wealth Advisory Group, LLC now holds 0.01% of the outstanding AbbVie Inc(ABBV) stock.

The initial trade took place in 2018Q2. And since then Polaris Wealth Advisory Group, LLC has made 10 purchases of ABBV, at an average price of $103.13, for a total of 673,677.00 shares. In addition, there have been 11 sales at an average price of $97.46 for 461,489.00 shares. Based on historical transaction data and ABBV's current price of $191.32, Polaris Wealth Advisory Group, LLC's estimated gain on his ABBV holdings is $16.10 Mil, reflecting a 23.17% gain to date.

Polaris Wealth Advisory Group, LLC ABBV ($191.32) Holding Chart

Polaris Wealth Advisory Group, LLC ABBV ($191.32) 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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