Balanced Wealth Group’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $552K | Buy |
4,377
+732
| +20% | +$92.4K | 0.24% | 42 |
|
2025
Q1 | $483K | Buy |
3,645
+3
| +0.1% | +$398 | 0.23% | 42 |
|
2024
Q4 | $466K | Sell |
3,642
-174
| -5% | -$22.3K | 0.21% | 46 |
|
2024
Q3 | $435K | Buy |
3,816
+209
| +6% | +$23.8K | 0.19% | 48 |
|
2024
Q2 | $372K | Sell |
3,607
-260
| -7% | -$26.8K | 0.17% | 52 |
|
2024
Q1 | $405K | Buy |
+3,867
| New | +$405K | 0.18% | 53 |
|