BWP
Baldwin Wealth Partners’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $981K | Buy |
7,211
+372
| +5% | +$50.6K | 0.07% | 100 |
|
|
2025
Q1 | $907K | Sell |
6,839
-528
| -7% | -$70K | 0.06% | 103 |
|
|
2024
Q4 | $833K | Sell |
7,367
-2,659
| -27% | -$301K | 0.06% | 112 |
|
|
2024
Q3 | $1.14M | Buy |
10,026
+3,532
| +54% | +$403K | 0.08% | 118 |
|
|
2024
Q2 | $675K | Sell |
6,494
-351
| -5% | -$36.5K | 0.05% | 117 |
|
|
2024
Q1 | $778K | Sell |
6,845
-330
| -5% | -$37.5K | 0.06% | 116 |
|
|
2023
Q4 | $790K | Sell |
7,175
-430
| -6% | -$47.3K | 0.06% | 112 |
|
|
2023
Q3 | $737K | Sell |
7,605
-280
| -4% | -$27.1K | 0.06% | 121 |
|
|
2023
Q2 | $860K | Buy |
7,885
+163
| +2% | +$17.8K | 0.07% | 119 |
|
|
2023
Q1 | $782K | Buy |
7,722
+32
| +0.4% | +$3.24K | 0.07% | 123 |
|
|
2022
Q4 | $844K | Buy |
7,690
+2,947
| +62% | +$324K | 0.08% | 120 |
|
|
2022
Q3 | $459K | Hold |
4,743
| – | – | 0.06% | 102 |
|
|
2022
Q2 | $515K | Hold |
4,743
| – | – | 0.07% | 107 |
|
|
2022
Q1 | $561K | Sell |
4,743
-71
| -1% | -$8.4K | 0.06% | 106 |
|
|
2021
Q4 | $678K | Buy |
4,814
+455
| +10% | +$64.1K | 0.07% | 99 |
|
|
2021
Q3 | $515K | Hold |
4,359
| – | – | 0.06% | 109 |
|
|
2021
Q2 | $505K | Buy |
4,359
+463
| +12% | +$53.6K | 0.06% | 118 |
|
|
2021
Q1 | $467K | Buy |
3,896
+36
| +0.9% | +$4.32K | 0.06% | 111 |
|
|
2020
Q4 | $422K | Sell |
3,860
-41
| -1% | -$4.48K | 0.05% | 117 |
|
|
2020
Q3 | $424K | Sell |
3,901
-35
| -0.9% | -$3.8K | 0.06% | 108 |
|
|
2020
Q2 | $360K | Sell |
3,936
-30
| -0.8% | -$2.74K | 0.05% | 115 |
|
|
2020
Q1 | $313K | Sell |
3,966
-35
| -0.9% | -$2.76K | 0.05% | 119 |
|
|
2019
Q4 | $347K | Buy |
4,001
+282
| +8% | +$24.5K | 0.05% | 138 |
|
|
2019
Q3 | $312K | Buy |
3,719
+305
| +9% | +$25.6K | 0.05% | 140 |
|
|
2019
Q2 | $287K | Sell |
3,414
-298
| -8% | -$25.1K | 0.04% | 172 |
|
|
2019
Q1 | $297K | Sell |
3,712
-11
| -0.3% | -$880 | 0.04% | 174 |
|
|
2018
Q4 | $269K | Buy |
3,723
+119
| +3% | +$8.6K | 0.05% | 170 |
|
|
2018
Q3 | $264K | Buy |
3,604
+422
| +13% | +$30.9K | 0.04% | 179 |
|
|
2018
Q2 | $194K | Buy |
3,182
+150
| +5% | +$9.15K | 0.03% | 199 |
|
|
2018
Q1 | $182K | Hold |
3,032
| – | – | 0.03% | 199 |
|
|
2017
Q4 | $173K | Sell |
3,032
-6
| -0.2% | -$342 | 0.03% | 204 |
|
|
2017
Q3 | $162K | Sell |
3,038
-665
| -18% | -$35.5K | 0.03% | 203 |
|
|
2017
Q2 | $180K | Sell |
3,703
-4,800
| -56% | -$233K | 0.03% | 194 |
|
|
2017
Q1 | $378K | Hold |
8,503
| – | – | 0.06% | 150 |
|
|
2016
Q4 | $327K | Hold |
8,503
| – | – | 0.06% | 150 |
|
|
2016
Q3 | $360K | Hold |
8,503
| – | – | 0.07% | 141 |
|
|
2016
Q2 | $334K | Buy |
8,503
+747
| +10% | +$29.3K | 0.07% | 132 |
|
|
2016
Q1 | $324K | Buy |
+7,756
| New | +$324K | 0.06% | 171 |
|
|
2014
Q1 | – | Sell |
-75,451
| Closed | -$2.89M | – | 239 |
|
|
2013
Q4 | $2.89M | Sell |
75,451
-5,710
| -7% | -$219K | 0.46% | 56 |
|
|
2013
Q3 | $2.69M | Sell |
81,161
-4,085
| -5% | -$136K | 0.49% | 54 |
|
|
2013
Q2 | $2.97M | Buy |
+85,246
| New | +$2.97M | 0.59% | 53 |
|