AWA
Acorn Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
2,251
-112
| -5% | -$15.2K | 0.11% | 175 |
|
|
2025
Q1 | $313K | Sell |
2,363
-340
| -13% | -$45.1K | 0.13% | 158 |
|
|
2024
Q4 | $306K | Hold |
2,703
| – | – | 0.13% | 164 |
|
|
2024
Q3 | $308K | Buy |
+2,703
| New | +$308K | 0.13% | 163 |
|
|
2024
Q2 | – | Sell |
-1,899
| Closed | -$216K | – | 205 |
|
|
2024
Q1 | $216K | Buy |
+1,899
| New | +$216K | 0.11% | 189 |
|
|
2023
Q1 | – | Sell |
-2,010
| Closed | -$221K | – | 167 |
|
|
2022
Q4 | $221K | Buy |
+2,010
| New | +$221K | 0.17% | 141 |
|
|
2022
Q2 | – | Sell |
-1,694
| Closed | -$200K | – | 161 |
|
|
2022
Q1 | $200K | Sell |
1,694
-1
| -0.1% | -$118 | 0.14% | 169 |
|
|
2021
Q4 | $238K | Sell |
1,695
-63
| -4% | -$8.85K | 0.15% | 158 |
|
|
2021
Q3 | $208K | Sell |
1,758
-26
| -1% | -$3.08K | 0.15% | 162 |
|
|
2021
Q2 | $207K | Hold |
1,784
| – | – | 0.14% | 161 |
|
|
2021
Q1 | $214K | Buy |
+1,784
| New | +$214K | 0.15% | 151 |
|
|
2018
Q3 | – | Sell |
-1,159
| Closed | -$71K | – | 120 |
|
|
2018
Q2 | $71K | Hold |
1,159
| – | – | 0.06% | 214 |
|
|
2018
Q1 | $69K | Sell |
1,159
-439
| -27% | -$26.1K | 0.06% | 213 |
|
|
2017
Q4 | $94K | Buy |
+1,598
| New | +$94K | 0.09% | 176 |
|