BFIM
Beese Fulmer Investment Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
104,031
+2,609
| +3% | +$355K | 1.05% | 34 |
|
|
2025
Q1 | $13.5M | Buy |
101,422
+6,451
| +7% | +$856K | 1.16% | 30 |
|
|
2024
Q4 | $10.7M | Sell |
94,971
-423
| -0.4% | -$47.8K | 0.92% | 39 |
|
|
2024
Q3 | $10.9M | Sell |
95,394
-498
| -0.5% | -$56.8K | 0.93% | 45 |
|
|
2024
Q2 | $9.96M | Buy |
95,892
+692
| +0.7% | +$71.9K | 0.91% | 45 |
|
|
2024
Q1 | $10.8M | Buy |
95,200
+806
| +0.9% | +$91.6K | 1.02% | 36 |
|
|
2023
Q4 | $10.4M | Buy |
94,394
+414
| +0.4% | +$45.6K | 1.08% | 35 |
|
|
2023
Q3 | $9.1M | Sell |
93,980
-593
| -0.6% | -$57.4K | 1.03% | 36 |
|
|
2023
Q2 | $10.3M | Sell |
94,573
-1,051
| -1% | -$115K | 1.12% | 32 |
|
|
2023
Q1 | $9.68M | Buy |
95,624
+60
| +0.1% | +$6.08K | 1.11% | 35 |
|
|
2022
Q4 | $10.5M | Buy |
95,564
+1,346
| +1% | +$148K | 1.26% | 27 |
|
|
2022
Q3 | $9.12M | Buy |
94,218
+2,295
| +2% | +$222K | 1.23% | 27 |
|
|
2022
Q2 | $9.99M | Buy |
91,923
+300
| +0.3% | +$32.6K | 1.28% | 25 |
|
|
2022
Q1 | $10.8M | Sell |
91,623
-1,065
| -1% | -$126K | 1.18% | 28 |
|
|
2021
Q4 | $13M | Sell |
92,688
-1,496
| -2% | -$211K | 1.36% | 21 |
|
|
2021
Q3 | $11.1M | Sell |
94,184
-2,370
| -2% | -$280K | 1.25% | 24 |
|
|
2021
Q2 | $11.2M | Sell |
96,554
-2,897
| -3% | -$336K | 1.27% | 23 |
|
|
2021
Q1 | $11.9M | Sell |
99,451
-3,549
| -3% | -$425K | 1.43% | 19 |
|
|
2020
Q4 | $11.3M | Sell |
103,000
-3,057
| -3% | -$335K | 1.44% | 16 |
|
|
2020
Q3 | $11.5M | Sell |
106,057
-2,564
| -2% | -$279K | 1.64% | 16 |
|
|
2020
Q2 | $9.93M | Sell |
108,621
-5,738
| -5% | -$525K | 1.46% | 16 |
|
|
2020
Q1 | $9.02M | Sell |
114,359
-1,422
| -1% | -$112K | 1.6% | 15 |
|
|
2019
Q4 | $10.1M | Buy |
115,781
+1,513
| +1% | +$131K | 1.41% | 19 |
|
|
2019
Q3 | $9.56M | Buy |
114,268
+17,164
| +18% | +$1.44M | 1.44% | 18 |
|
|
2019
Q2 | $8.17M | Sell |
97,104
-1,189
| -1% | -$100K | 1.55% | 19 |
|
|
2019
Q1 | $7.86M | Buy |
98,293
+630
| +0.6% | +$50.4K | 1.55% | 19 |
|
|
2018
Q4 | $7.06M | Buy |
97,663
+1,185
| +1% | +$85.7K | 1.59% | 18 |
|
|
2018
Q3 | $7.08M | Buy |
96,478
+1,973
| +2% | +$145K | 1.39% | 18 |
|
|
2018
Q2 | $5.76M | Buy |
94,505
+4,151
| +5% | +$253K | 1.21% | 33 |
|
|
2018
Q1 | $5.41M | Buy |
90,354
+1,413
| +2% | +$84.7K | 1.19% | 34 |
|
|
2017
Q4 | $5.08M | Sell |
88,941
-517
| -0.6% | -$29.5K | 1.09% | 37 |
|
|
2017
Q3 | $4.77M | Buy |
89,458
+847
| +1% | +$45.2K | 1.09% | 33 |
|
|
2017
Q2 | $4.31M | Buy |
88,611
+1,913
| +2% | +$93K | 1.03% | 39 |
|
|
2017
Q1 | $3.85M | Buy |
86,698
+975
| +1% | +$43.3K | 0.94% | 45 |
|
|
2016
Q4 | $3.29M | Sell |
85,723
-787
| -0.9% | -$30.2K | 0.85% | 48 |
|
|
2016
Q3 | $3.66M | Buy |
86,510
+3,473
| +4% | +$147K | 0.99% | 42 |
|
|
2016
Q2 | $3.26M | Buy |
83,037
+1,882
| +2% | +$74K | 0.93% | 47 |
|
|
2016
Q1 | $3.44M | Buy |
81,155
+4,803
| +6% | +$204K | 1% | 42 |
|
|
2015
Q4 | $3.43M | Buy |
76,352
+143
| +0.2% | +$6.42K | 1.06% | 36 |
|
|
2015
Q3 | $3.07M | Buy |
76,209
+5,026
| +7% | +$202K | 1.01% | 43 |
|
|
2015
Q2 | $3.49M | Buy |
71,183
+2,912
| +4% | +$143K | 1.12% | 31 |
|
|
2015
Q1 | $3.16M | Buy |
68,271
+3,002
| +5% | +$139K | 1.06% | 39 |
|
|
2014
Q4 | $2.94M | Buy |
65,269
+10,910
| +20% | +$491K | 0.92% | 44 |
|
|
2014
Q3 | $2.26M | Buy |
54,359
+12,424
| +30% | +$517K | 0.73% | 53 |
|
|
2014
Q2 | $1.72M | Buy |
41,935
+5,310
| +14% | +$217K | 0.56% | 54 |
|
|
2014
Q1 | $1.41M | Buy |
36,625
+1,033
| +3% | +$39.8K | 0.49% | 59 |
|
|
2013
Q4 | $1.36M | Buy |
35,592
+4,525
| +15% | +$173K | 0.48% | 59 |
|
|
2013
Q3 | $1.03M | Buy |
31,067
+3,436
| +12% | +$114K | 0.41% | 66 |
|
|
2013
Q2 | $964K | Buy |
+27,631
| New | +$964K | 0.41% | 66 |
|