Beacon Financial Advisory’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
2,548
+697
| +38% | +$94.8K | 0.09% | 254 |
|
|
2025
Q1 | $245K | Sell |
1,851
-34
| -2% | -$4.51K | 0.07% | 283 |
|
|
2024
Q4 | $213K | Buy |
1,885
+125
| +7% | +$14.1K | 0.07% | 279 |
|
|
2024
Q3 | $201K | Buy |
+1,760
| New | +$201K | 0.07% | 286 |
|
|
2022
Q3 | – | Sell |
-2,084
| Closed | -$226K | – | 191 |
|
|
2022
Q2 | $226K | Buy |
2,084
+228
| +12% | +$24.7K | 0.13% | 195 |
|
|
2022
Q1 | $220K | Sell |
1,856
-284
| -13% | -$33.7K | 0.11% | 214 |
|
|
2021
Q4 | $301K | Sell |
2,140
-95
| -4% | -$13.4K | 0.14% | 181 |
|
|
2021
Q3 | $264K | Sell |
2,235
-197
| -8% | -$23.3K | 0.14% | 185 |
|
|
2021
Q2 | $282K | Buy |
2,432
+42
| +2% | +$4.87K | 0.15% | 169 |
|
|
2021
Q1 | $286K | Sell |
2,390
-31
| -1% | -$3.71K | 0.16% | 156 |
|
|
2020
Q4 | $265K | Buy |
2,421
+456
| +23% | +$49.9K | 0.17% | 156 |
|
|
2020
Q3 | $213K | Buy |
+1,965
| New | +$213K | 0.19% | 159 |
|