Heron Financial Group’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,298
| Closed | -$207K | – | 143 |
|
|
2023
Q1 | $207K | Hold |
1,298
| – | – | 0.11% | 139 |
|
|
2022
Q4 | $212K | Buy |
+1,298
| New | +$212K | 0.14% | 123 |
|
|
2022
Q3 | – | Sell |
-1,335
| Closed | -$204K | – | 133 |
|
|
2022
Q2 | $204K | Hold |
1,335
| – | – | 0.12% | 130 |
|
|
2022
Q1 | $216K | Buy |
+1,335
| New | +$216K | 0.11% | 142 |
|
|
2020
Q1 | – | Sell |
-2,275
| Closed | -$218K | – | 110 |
|
|
2019
Q4 | $218K | Buy |
+2,275
| New | +$218K | 0.18% | 119 |
|