AWA
ARS Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $679K | Buy |
5,855
+54
| +0.9% | +$6.26K | 0.12% | 64 |
|
|
2021
Q1 | $695K | Sell |
5,801
-1,145
| -16% | -$137K | 0.15% | 55 |
|
|
2020
Q4 | $761K | Buy |
6,946
+344
| +5% | +$37.7K | 0.16% | 52 |
|
|
2020
Q3 | $718K | Buy |
6,602
+4
| +0.1% | +$435 | 0.2% | 48 |
|
|
2020
Q2 | $603K | Buy |
6,598
+18
| +0.3% | +$1.65K | 0.19% | 54 |
|
|
2020
Q1 | $519K | Sell |
6,580
-368
| -5% | -$29K | 0.22% | 52 |
|
|
2019
Q4 | $604K | Sell |
6,948
-319
| -4% | -$27.7K | 0.17% | 57 |
|
|
2019
Q3 | $608K | Buy |
7,267
+288
| +4% | +$24.1K | 0.19% | 53 |
|
|
2019
Q2 | $587K | Buy |
6,979
+3,645
| +109% | +$307K | 0.19% | 54 |
|
|
2019
Q1 | $267K | Sell |
3,334
-340
| -9% | -$27.2K | 0.09% | 89 |
|
|
2018
Q4 | $266K | Sell |
3,674
-307
| -8% | -$22.2K | 0.1% | 86 |
|
|
2018
Q3 | $292K | Buy |
+3,981
| New | +$292K | 0.1% | 92 |
|
|
2018
Q2 | – | Sell |
-3,371
| Closed | -$202K | – | 111 |
|
|
2018
Q1 | $202K | Buy |
+3,371
| New | +$202K | 0.08% | 112 |
|