HWA
Heartwood Wealth Advisors’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
1,203
| – | – | 0.02% | 179 |
|
|
2025
Q1 | $252K | Hold |
1,203
| – | – | 0.03% | 157 |
|
|
2024
Q4 | $214K | Hold |
1,203
| – | – | 0.02% | 165 |
|
|
2024
Q3 | $238K | Hold |
1,203
| – | – | 0.03% | 158 |
|
|
2024
Q2 | $206K | Hold |
1,203
| – | – | 0.02% | 168 |
|
|
2024
Q1 | $219K | Sell |
1,203
-118
| -9% | -$21.5K | 0.03% | 150 |
|
|
2023
Q4 | $205K | Buy |
+1,321
| New | +$205K | 0.03% | 144 |
|
|
2023
Q2 | – | Sell |
-1,507
| Closed | -$240K | – | 141 |
|
|
2023
Q1 | $240K | Buy |
+1,507
| New | +$240K | 0.04% | 113 |
|
|
2022
Q2 | – | Sell |
-1,384
| Closed | -$224K | – | 116 |
|
|
2022
Q1 | $224K | Buy |
+1,384
| New | +$224K | 0.03% | 111 |
|