Heritage Wealth Advisors’s Biogen BIIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Hold |
2,000
| – | – | 0.01% | 183 |
|
|
2025
Q1 | $274K | Hold |
2,000
| – | – | 0.01% | 172 |
|
|
2024
Q4 | $306K | Hold |
2,000
| – | – | 0.02% | 167 |
|
|
2024
Q3 | $388K | Hold |
2,000
| – | – | 0.02% | 159 |
|
|
2024
Q2 | $464K | Hold |
2,000
| – | – | 0.02% | 144 |
|
|
2024
Q1 | $431K | Hold |
2,000
| – | – | 0.02% | 154 |
|
|
2023
Q4 | $518K | Hold |
2,000
| – | – | 0.03% | 143 |
|
|
2023
Q3 | $514K | Hold |
2,000
| – | – | 0.03% | 129 |
|
|
2023
Q2 | $570K | Hold |
2,000
| – | – | 0.03% | 123 |
|
|
2023
Q1 | $556K | Sell |
2,000
-32
| -2% | -$8.9K | 0.03% | 124 |
|
|
2022
Q4 | $563K | Hold |
2,032
| – | – | 0.03% | 123 |
|
|
2022
Q3 | $543K | Hold |
2,032
| – | – | 0.04% | 114 |
|
|
2022
Q2 | $414K | Hold |
2,032
| – | – | 0.03% | 136 |
|
|
2022
Q1 | $428K | Sell |
2,032
-90
| -4% | -$19K | 0.02% | 138 |
|
|
2021
Q4 | $509K | Hold |
2,122
| – | – | 0.03% | 136 |
|
|
2021
Q3 | $601K | Hold |
2,122
| – | – | 0.04% | 125 |
|
|
2021
Q2 | $735K | Sell |
2,122
-60
| -3% | -$20.8K | 0.05% | 111 |
|
|
2021
Q1 | $610K | Sell |
2,182
-37
| -2% | -$10.4K | 0.04% | 124 |
|
|
2020
Q4 | $543K | Sell |
2,219
-168
| -7% | -$41.1K | 0.03% | 123 |
|
|
2020
Q3 | $677K | Buy |
2,387
+42
| +2% | +$11.9K | 0.09% | 80 |
|
|
2020
Q2 | $627K | Buy |
2,345
+55
| +2% | +$14.7K | 0.09% | 76 |
|
|
2020
Q1 | $725K | Buy |
2,290
+28
| +1% | +$8.86K | 0.13% | 64 |
|
|
2019
Q4 | $671K | Buy |
2,262
+32
| +1% | +$9.5K | 0.09% | 86 |
|
|
2019
Q3 | $519K | Buy |
2,230
+12
| +0.5% | +$2.79K | 0.08% | 94 |
|
|
2019
Q2 | $519K | Buy |
2,218
+100
| +5% | +$23.4K | 0.08% | 87 |
|
|
2019
Q1 | $501K | Hold |
2,118
| – | – | 0.08% | 82 |
|
|
2018
Q4 | $637K | Sell |
2,118
-15
| -0.7% | -$4.51K | 0.12% | 66 |
|
|
2018
Q3 | $753K | Hold |
2,133
| – | – | 0.15% | 59 |
|
|
2018
Q2 | $619K | Hold |
2,133
| – | – | 0.23% | 62 |
|
|
2018
Q1 | $584K | Buy |
2,133
+4
| +0.2% | +$1.1K | 0.24% | 59 |
|
|
2017
Q4 | $679K | Buy |
2,129
+47
| +2% | +$15K | 0.29% | 55 |
|
|
2017
Q3 | $652K | Buy |
2,082
+33
| +2% | +$10.3K | 0.33% | 53 |
|
|
2017
Q2 | $556K | Hold |
2,049
| – | – | 0.29% | 56 |
|
|
2017
Q1 | $560K | Hold |
2,049
| – | – | 0.3% | 55 |
|
|
2016
Q4 | $581K | Hold |
2,049
| – | – | 0.38% | 43 |
|
|
2016
Q3 | $642K | Buy |
2,049
+15
| +0.7% | +$4.7K | 0.44% | 37 |
|
|
2016
Q2 | $492K | Buy |
2,034
+34
| +2% | +$8.22K | 0.33% | 41 |
|
|
2016
Q1 | $521K | Hold |
2,000
| – | – | 0.41% | 34 |
|
|
2015
Q4 | $613K | Hold |
2,000
| – | – | 0.52% | 28 |
|
|
2015
Q3 | $584K | Hold |
2,000
| – | – | 0.5% | 24 |
|
|
2015
Q2 | $808K | Hold |
2,000
| – | – | 0.67% | 28 |
|
|
2015
Q1 | $844K | Hold |
2,000
| – | – | 0.7% | 26 |
|
|
2014
Q4 | $679K | Hold |
2,000
| – | – | 0.61% | 29 |
|
|
2014
Q3 | $662K | Hold |
2,000
| – | – | 0.69% | 30 |
|
|
2014
Q2 | $631K | Hold |
2,000
| – | – | 0.68% | 31 |
|
|
2014
Q1 | $612K | Hold |
2,000
| – | – | 0.71% | 27 |
|
|
2013
Q4 | $559K | Buy |
+2,000
| New | +$559K | 0.7% | 29 |
|