AWA
Amplius Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
1,738
+75
| +5% | +$10.2K | 0.02% | 186 |
|
|
2025
Q1 | $221K | Buy |
+1,663
| New | +$221K | 0.02% | 173 |
|
|
2022
Q2 | – | Sell |
-1,961
| Closed | -$232K | – | 171 |
|
|
2022
Q1 | $232K | Buy |
1,961
+509
| +35% | +$60.2K | 0.04% | 157 |
|
|
2021
Q4 | $204K | Buy |
+1,452
| New | +$204K | 0.03% | 183 |
|