Heritage Wealth Partners’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $270K | Sell |
1,287
-262
| -17% | -$54.9K | 0.41% | 47 |
|
|
2024
Q4 | $275K | Buy |
1,549
+25
| +2% | +$4.44K | 0.35% | 52 |
|
|
2024
Q3 | $301K | Buy |
1,524
+7
| +0.5% | +$1.38K | 0.35% | 49 |
|
|
2024
Q2 | $260K | Sell |
1,517
-110
| -7% | -$18.9K | 0.38% | 47 |
|
|
2024
Q1 | $252K | Hold |
1,627
| – | – | 0.51% | 34 |
|
|
2023
Q4 | $252K | Sell |
1,627
-351
| -18% | -$54.4K | 0.51% | 34 |
|
|
2023
Q3 | $295K | Buy |
1,978
+159
| +9% | +$23.7K | 0.63% | 28 |
|
|
2023
Q2 | $245K | Buy |
+1,819
| New | +$245K | 0.14% | 62 |
|
|
2023
Q1 | – | Sell |
-1,704
| Closed | -$255K | – | 31 |
|
|
2022
Q4 | $255K | Buy |
+1,704
| New | +$255K | 0.23% | 39 |
|