AWM
Axxcess Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Buy |
130,742
+643
| +0.5% | +$87.5K | 0.42% | 45 |
|
|
2025
Q1 | $17.3M | Buy |
130,099
+8,666
| +7% | +$1.15M | 0.46% | 46 |
|
|
2024
Q4 | $13.7M | Buy |
121,433
+1,579
| +1% | +$179K | 0.33% | 59 |
|
|
2024
Q3 | $13.7M | Buy |
119,854
+6,610
| +6% | +$754K | 0.34% | 57 |
|
|
2024
Q2 | $11.8M | Buy |
113,244
+1,626
| +1% | +$169K | 0.31% | 60 |
|
|
2024
Q1 | $12.7M | Buy |
111,618
+4,145
| +4% | +$471K | 0.35% | 55 |
|
|
2023
Q4 | $11.8M | Buy |
107,473
+9,763
| +10% | +$1.07M | 0.34% | 62 |
|
|
2023
Q3 | $9.46M | Buy |
97,710
+22,077
| +29% | +$2.14M | 0.32% | 69 |
|
|
2023
Q2 | $8.25M | Buy |
75,633
+8,552
| +13% | +$932K | 0.6% | 34 |
|
|
2023
Q1 | $6.79M | Buy |
67,081
+98
| +0.1% | +$9.92K | 0.51% | 39 |
|
|
2022
Q4 | $7.35M | Sell |
66,983
-2,933
| -4% | -$322K | 0.61% | 34 |
|
|
2022
Q3 | $6.77M | Buy |
69,916
+2,813
| +4% | +$272K | 0.64% | 26 |
|
|
2022
Q2 | $7.29M | Sell |
67,103
-5,859
| -8% | -$637K | 0.67% | 23 |
|
|
2022
Q1 | $8.64M | Sell |
72,962
-600
| -0.8% | -$71K | 0.67% | 22 |
|
|
2021
Q4 | $10M | Buy |
+73,562
| New | +$10M | 0.73% | 20 |
|