Beacon Financial 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
$1.15M Sell
8,472
-36
-0.4% -$4.9K 0.12% 158
2025
Q1
$1.13M Sell
8,508
-948
-10% -$126K 0.12% 152
2024
Q4
$1.07M Sell
9,456
-12
-0.1% -$1.36K 0.12% 152
2024
Q3
$1.08M Buy
9,468
+341
+4% +$38.9K 0.12% 150
2024
Q2
$948K Sell
9,127
-150
-2% -$15.6K 0.11% 158
2024
Q1
$1.05M Sell
9,277
-522
-5% -$59.3K 0.12% 151
2023
Q4
$1.08M Sell
9,799
-30
-0.3% -$3.3K 0.13% 146
2023
Q3
$1.01M Sell
9,829
-216
-2% -$22.2K 0.14% 134
2023
Q2
$1.08M Sell
10,045
-489
-5% -$52.6K 0.15% 128
2023
Q1
$1.09M Sell
10,534
-2,984
-22% -$309K 0.15% 127
2022
Q4
$1.48M Buy
13,518
+172
+1% +$18.9K 0.2% 114
2022
Q3
$1.31M Sell
13,346
-10
-0.1% -$983 0.2% 108
2022
Q2
$1.44M Buy
13,356
+53
+0.4% +$5.71K 0.21% 108
2022
Q1
$1.6M Buy
13,303
+116
+0.9% +$13.9K 0.21% 112
2021
Q4
$1.83M Buy
13,187
+44
+0.3% +$6.12K 0.24% 96
2021
Q3
$1.57M Buy
13,143
+1,021
+8% +$122K 0.21% 104
2021
Q2
$1.44M Buy
12,122
+406
+3% +$48.2K 0.2% 108
2021
Q1
$1.3M Hold
11,716
0.2% 109
2020
Q4
$1.3M Sell
11,716
-499
-4% -$55.5K 0.2% 111
2020
Q3
$1.33M Sell
12,215
-691
-5% -$75.2K 0.24% 102
2020
Q2
$1.15M Buy
12,906
+12
+0.1% +$1.07K 0.22% 106
2020
Q1
$1.02M Sell
12,894
-248
-2% -$19.7K 0.23% 105
2019
Q4
$1.14M Buy
13,142
+1,943
+17% +$169K 0.14% 113
2019
Q3
$917K Sell
11,199
-107
-0.9% -$8.76K 0.16% 114
2019
Q2
$951K Sell
11,306
-12
-0.1% -$1.01K 0.16% 113
2019
Q1
$905 Sell
11,318
-7,953
-41% -$636 0.15% 112
2018
Q4
$1.37M Sell
19,271
-1,184
-6% -$84.2K 0.26% 89
2018
Q3
$1.5M Sell
20,455
-648
-3% -$47.6K 0.25% 83
2018
Q2
$1.29M Sell
21,103
-1,403
-6% -$85.6K 0.22% 84
2018
Q1
$1.35M Sell
22,506
-1,505
-6% -$90.2K 0.23% 87
2017
Q4
$1.37M Buy
24,011
+1,178
+5% +$67.2K 0.24% 83
2017
Q3
$1.22M Sell
22,833
-303
-1% -$16.2K 0.22% 84
2017
Q2
$1.13M Sell
23,136
-129
-0.6% -$6.28K 0.21% 82
2017
Q1
$1.04M Buy
23,265
+4,552
+24% +$203K 0.2% 83
2016
Q4
$718K Buy
18,713
+1,882
+11% +$72.2K 0.15% 93
2016
Q3
$697K Buy
16,831
+2,203
+15% +$91.2K 0.15% 99
2016
Q2
$564K Buy
14,628
+516
+4% +$19.9K 0.12% 111
2016
Q1
$587K Buy
14,112
+3,506
+33% +$146K 0.13% 103
2015
Q4
$480K Buy
10,606
+2,352
+28% +$106K 0.11% 115
2015
Q3
$326K Sell
8,254
-13,541
-62% -$535K 0.08% 136
2015
Q2
$1.07M Buy
21,795
+3,601
+20% +$176K 0.23% 73
2015
Q1
$857K Buy
18,194
+3,485
+24% +$164K 0.19% 79
2014
Q4
$672K Buy
14,709
+1,188
+9% +$54.3K 0.14% 99
2014
Q3
$566K Sell
13,521
-355
-3% -$14.9K 0.12% 110
2014
Q2
$562K Sell
13,876
-3,626
-21% -$147K 0.12% 107
2014
Q1
$670K Buy
17,502
+608
+4% +$23.3K 0.14% 100
2013
Q4
$648K Buy
16,894
+1,126
+7% +$43.2K 0.12% 115
2013
Q3
$523K Buy
+15,768
New +$523K 0.11% 120