Root Financial Partners’s AbbVie ABBV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$686K Buy
3,695
+1,196
+48% +$222K 0.07% 95
2025
Q1
$524K Sell
2,499
-51
-2% -$10.7K 0.06% 111
2024
Q4
$453K Buy
2,550
+754
+42% +$134K 0.06% 121
2024
Q3
$355K Buy
1,796
+525
+41% +$104K 0.06% 112
2024
Q2
$218K Buy
+1,271
New +$218K 0.05% 106