Ownership history in WILLNER & HELLER, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which WILLNER & HELLER, LLC reported a position in ABBVIE INC (ABBV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 5,815 | -1,781 | -23.4% | 0.95% | $1.3M | $226.67 |
| 2025 Q3 | ADDED | 7,596 | +46 | +0.6% | 1.35% | $1.8M | $228.05 |
| 2025 Q2 | REDUCED | 7,550 | -864 | -10.3% | 1.18% | $1.4M | $181.25 |
| 2025 Q1 | REDUCED | 8,414 | -34 | -0.4% | 1.63% | $1.8M | $202.72 |
| 2024 Q4 | ADDED | 8,448 | +491 | +6.2% | 1.32% | $1.5M | $170.33 |
| 2024 Q3 | ADDED | 7,957 | +52 | +0.7% | 1.40% | $1.6M | $187.79 |
| 2024 Q2 | REDUCED | 7,905 | -57 | -0.7% | 1.43% | $1.4M | $161.62 |
| 2023 Q4 | ADDED | 7,962 | +497 | +6.7% | 1.38% | $1.2M | $143.30 |
| 2022 Q4 | REDUCED | 7,465 | -119 | -1.6% | 1.71% | $1.2M | $143.64 |
| 2022 Q3 | ADDED | 7,584 | +275 | +3.8% | 1.64% | $1.0M | $118.08 |
As of 2025 Q4 — sorted by position size