Heritage Family Offices’s AbbVie ABBV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.94M	Hold	9,428	–	–	0.98%	23
2025 Q1	$1.98M	Buy	9,428 +547	+6%	+$115K	1.01%	22
2024 Q4	$1.58M	Sell	8,881 -21	-0.2%	-$3.73K	0.79%	29
2024 Q3	$1.76M	Buy	8,902 +3	+0%	+$592	0.91%	25
2024 Q2	$1.53M	Buy	+8,899	New	+$1.53M	0.85%	29