Heritage Wealth Partners’s AbbVie ABBV Stock Holding History

Heritage Wealth Partners’s Portfolio ABBV Stock Details ABBV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$270K	Sell	1,287 -262	-17%	-$50.9K	0.41%	47
2024 Q4	$275K	Buy	1,549 +25	+2%	+$4.6K	0.35%	52
2024 Q3	$301K	Buy	1,524 +7	+0.5%	+$1.31K	0.35%	49
2024 Q2	$260K	Sell	1,517 -110	-7%	-$18.2K	0.38%	47
2024 Q1	$252K	Hold	1,627	–	–	0.51%	34
2023 Q4	$252K	Sell	1,627 -351	-18%	-$51.2K	0.51%	34
2023 Q3	$295K	Buy	1,978 +159	+9%	+$23.3K	0.63%	28
2023 Q2	$245K	Buy	+1,819	New	+$267K	0.14%	62
2023 Q1	–	Sell	-1,704	Closed	-$255K	–	31
2022 Q4	$255K	Buy	+1,704	New	+$261K	0.23%	39

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM