BWM
BCS Wealth Management’s Abbott ABT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $794K | Buy |
5,835
+353
| +6% | +$48K | 0.17% | 117 |
|
2025
Q1 | $727K | Sell |
5,482
-79
| -1% | -$10.5K | 0.19% | 106 |
|
2024
Q4 | $629K | Sell |
5,561
-115
| -2% | -$13K | 0.16% | 122 |
|
2024
Q3 | $647K | Sell |
5,676
-73
| -1% | -$8.32K | 0.28% | 74 |
|
2024
Q2 | $597K | Sell |
5,749
-224
| -4% | -$23.3K | 0.29% | 74 |
|
2024
Q1 | $679K | Buy |
5,973
+456
| +8% | +$51.8K | 0.22% | 101 |
|
2023
Q4 | $607K | Hold |
5,517
| – | – | 0.22% | 101 |
|
2023
Q3 | $534K | Buy |
+5,517
| New | +$534K | 0.22% | 99 |
|
2023
Q2 | – | Sell |
-2,968
| Closed | -$301K | – | 115 |
|
2023
Q1 | $301K | Sell |
2,968
-2,701
| -48% | -$274K | 0.14% | 121 |
|
2022
Q4 | $622K | Hold |
5,669
| – | – | 0.26% | 90 |
|
2022
Q3 | $549K | Sell |
5,669
-160
| -3% | -$15.5K | 0.26% | 93 |
|
2022
Q2 | $633K | Sell |
5,829
-332
| -5% | -$36.1K | 0.28% | 85 |
|
2022
Q1 | $729K | Sell |
6,161
-168
| -3% | -$19.9K | 0.3% | 79 |
|
2021
Q4 | $891K | Buy |
6,329
+132
| +2% | +$18.6K | 0.32% | 71 |
|
2021
Q3 | $732K | Hold |
6,197
| – | – | 0.31% | 72 |
|
2021
Q2 | $718K | Hold |
6,197
| – | – | 0.38% | 59 |
|
2021
Q1 | $743K | Sell |
6,197
-12
| -0.2% | -$1.44K | 0.35% | 62 |
|
2020
Q4 | $680K | Sell |
6,209
-42
| -0.7% | -$4.6K | 0.35% | 60 |
|
2020
Q3 | $680K | Hold |
6,251
| – | – | 0.38% | 55 |
|
2020
Q2 | $572K | Buy |
6,251
+16
| +0.3% | +$1.46K | 0.34% | 62 |
|
2020
Q1 | $492K | Buy |
+6,235
| New | +$492K | 0.34% | 58 |
|