Heritage Wealth Advisors’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
6,472
-1,010
| -13% | -$187K | 0.06% | 72 |
|
|
2025
Q1 | $1.57M | Sell |
7,482
-1,175
| -14% | -$246K | 0.08% | 63 |
|
|
2024
Q4 | $1.54M | Sell |
8,657
-771
| -8% | -$137K | 0.08% | 65 |
|
|
2024
Q3 | $1.86M | Buy |
9,428
+1,083
| +13% | +$214K | 0.09% | 63 |
|
|
2024
Q2 | $1.43M | Sell |
8,345
-897
| -10% | -$154K | 0.06% | 69 |
|
|
2024
Q1 | $1.68M | Sell |
9,242
-123
| -1% | -$22.4K | 0.08% | 66 |
|
|
2023
Q4 | $1.45M | Buy |
9,365
+431
| +5% | +$66.8K | 0.07% | 68 |
|
|
2023
Q3 | $1.33M | Sell |
8,934
-1,050
| -11% | -$157K | 0.07% | 64 |
|
|
2023
Q2 | $1.35M | Sell |
9,984
-20
| -0.2% | -$2.7K | 0.07% | 65 |
|
|
2023
Q1 | $1.59M | Buy |
10,004
+165
| +2% | +$26.3K | 0.09% | 57 |
|
|
2022
Q4 | $1.59M | Buy |
9,839
+380
| +4% | +$61.4K | 0.09% | 62 |
|
|
2022
Q3 | $1.27M | Buy |
9,459
+1,160
| +14% | +$156K | 0.09% | 64 |
|
|
2022
Q2 | $1.27M | Buy |
8,299
+1,324
| +19% | +$203K | 0.09% | 63 |
|
|
2022
Q1 | $1.13M | Buy |
6,975
+7
| +0.1% | +$1.14K | 0.06% | 75 |
|
|
2021
Q4 | $943K | Buy |
6,968
+598
| +9% | +$80.9K | 0.05% | 99 |
|
|
2021
Q3 | $687K | Buy |
6,370
+387
| +6% | +$41.7K | 0.04% | 114 |
|
|
2021
Q2 | $674K | Buy |
5,983
+1,085
| +22% | +$122K | 0.04% | 118 |
|
|
2021
Q1 | $530K | Buy |
4,898
+310
| +7% | +$33.5K | 0.03% | 133 |
|
|
2020
Q4 | $492K | Buy |
4,588
+13
| +0.3% | +$1.39K | 0.03% | 131 |
|
|
2020
Q3 | $401K | Hold |
4,575
| – | – | 0.05% | 106 |
|
|
2020
Q2 | $449K | Sell |
4,575
-357
| -7% | -$35.1K | 0.06% | 92 |
|
|
2020
Q1 | $376K | Buy |
4,932
+320
| +7% | +$24.4K | 0.07% | 93 |
|
|
2019
Q4 | $408K | Buy |
4,612
+37
| +0.8% | +$3.28K | 0.05% | 119 |
|
|
2019
Q3 | $346K | Sell |
4,575
-158
| -3% | -$11.9K | 0.05% | 119 |
|
|
2019
Q2 | $344K | Buy |
4,733
+344
| +8% | +$25K | 0.05% | 111 |
|
|
2019
Q1 | $354K | Buy |
4,389
+361
| +9% | +$29.1K | 0.06% | 99 |
|
|
2018
Q4 | $371K | Sell |
4,028
-177
| -4% | -$16.3K | 0.07% | 91 |
|
|
2018
Q3 | $397K | Hold |
4,205
| – | – | 0.08% | 87 |
|
|
2018
Q2 | $389K | Sell |
4,205
-51
| -1% | -$4.72K | 0.15% | 82 |
|
|
2018
Q1 | $404K | Sell |
4,256
-142
| -3% | -$13.5K | 0.17% | 79 |
|
|
2017
Q4 | $425K | Sell |
4,398
-231
| -5% | -$22.3K | 0.18% | 80 |
|
|
2017
Q3 | $411K | Buy |
4,629
+544
| +13% | +$48.3K | 0.21% | 71 |
|
|
2017
Q2 | $296K | Hold |
4,085
| – | – | 0.15% | 78 |
|
|
2017
Q1 | $267K | Buy |
4,085
+170
| +4% | +$11.1K | 0.14% | 83 |
|
|
2016
Q4 | $245K | Sell |
3,915
-950
| -20% | -$59.5K | 0.16% | 73 |
|
|
2016
Q3 | $307K | Sell |
4,865
-1,800
| -27% | -$114K | 0.21% | 66 |
|
|
2016
Q2 | $412K | Buy |
6,665
+865
| +15% | +$53.5K | 0.28% | 50 |
|
|
2016
Q1 | $331K | Hold |
5,800
| – | – | 0.26% | 55 |
|
|
2015
Q4 | $344K | Hold |
5,800
| – | – | 0.29% | 53 |
|
|
2015
Q3 | $316K | Hold |
5,800
| – | – | 0.27% | 53 |
|
|
2015
Q2 | $390K | Buy |
5,800
+100
| +2% | +$6.72K | 0.32% | 58 |
|
|
2015
Q1 | $335K | Hold |
5,700
| – | – | 0.28% | 66 |
|
|
2014
Q4 | $373K | Buy |
+5,700
| New | +$373K | 0.33% | 63 |
|