BWP
Balboa Wealth Partners’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
9,068
+615
| +7% | +$83.6K | 0.25% | 75 |
|
|
2025
Q1 | $1.12M | Buy |
8,453
+1,622
| +24% | +$215K | 0.27% | 73 |
|
|
2024
Q4 | $773K | Buy |
6,831
+85
| +1% | +$9.61K | 0.18% | 98 |
|
|
2024
Q3 | $769K | Sell |
6,746
-125
| -2% | -$14.3K | 0.19% | 98 |
|
|
2024
Q2 | $714K | Sell |
6,871
-365
| -5% | -$37.9K | 0.19% | 96 |
|
|
2024
Q1 | $822K | Buy |
7,236
+1,010
| +16% | +$115K | 0.24% | 73 |
|
|
2023
Q4 | $685K | Sell |
6,226
-238
| -4% | -$26.2K | 0.23% | 85 |
|
|
2023
Q3 | $626K | Buy |
6,464
+229
| +4% | +$22.2K | 0.23% | 78 |
|
|
2023
Q2 | $680K | Sell |
6,235
-443
| -7% | -$48.3K | 0.24% | 77 |
|
|
2023
Q1 | $676K | Sell |
6,678
-180
| -3% | -$18.2K | 0.26% | 76 |
|
|
2022
Q4 | $753K | Sell |
6,858
-808
| -11% | -$88.7K | 0.34% | 69 |
|
|
2022
Q3 | $742K | Buy |
+7,666
| New | +$742K | 0.33% | 63 |
|