Heritage Wealth Management (Arizona)’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.53M | Buy |
8,899
+3,104
| +54% | +$532K | 0.85% | 29 |
|
|
2024
Q1 | $1.06M | Buy |
+5,795
| New | +$1.06M | 0.54% | 42 |
|
|
2022
Q4 | $131K | Buy |
812
+508
| +167% | +$82.1K | 0.02% | 381 |
|
|
2022
Q3 | $41K | Buy |
304
+61
| +25% | +$8.23K | 0.01% | 423 |
|
|
2022
Q2 | $37.2K | Sell |
243
-14
| -5% | -$2.14K | 0.01% | 464 |
|
|
2022
Q1 | $42K | Buy |
+257
| New | +$42K | 0.01% | 496 |
|
|
2021
Q3 | $28K | Sell |
257
-86
| -25% | -$9.37K | 0.01% | 512 |
|
|
2021
Q2 | $39K | Buy |
343
+256
| +294% | +$29.1K | 0.01% | 490 |
|
|
2021
Q1 | $9K | Buy |
+87
| New | +$9K | 0.01% | 580 |
|