Berman Capital Advisors’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.07M | Buy |
9,048
+1,198
| +15% | +$141K | 0.17% | 70 |
|
|
2021
Q2 | $909K | Buy |
7,850
+1,059
| +16% | +$123K | 0.14% | 71 |
|
|
2021
Q1 | $813K | Buy |
6,791
+990
| +17% | +$119K | 0.17% | 64 |
|
|
2020
Q4 | $635K | Buy |
5,801
+240
| +4% | +$26.3K | 0.15% | 72 |
|
|
2020
Q3 | $604K | Buy |
5,561
+861
| +18% | +$93.5K | 0.17% | 63 |
|
|
2020
Q2 | $429K | Buy |
4,700
+1,307
| +39% | +$119K | 0.11% | 78 |
|
|
2020
Q1 | $267K | Buy |
3,393
+727
| +27% | +$57.2K | 0.09% | 95 |
|
|
2019
Q4 | $231K | Buy |
2,666
+2
| +0.1% | +$173 | 0.07% | 123 |
|
|
2019
Q3 | $222K | Sell |
2,664
-105
| -4% | -$8.75K | 0.07% | 117 |
|
|
2019
Q2 | $232K | Buy |
2,769
+203
| +8% | +$17K | 0.07% | 118 |
|
|
2019
Q1 | $205K | Buy |
2,566
+510
| +25% | +$40.7K | 0.07% | 125 |
|
|
2018
Q4 | $148K | Sell |
2,056
-1,585
| -44% | -$114K | 0.06% | 131 |
|
|
2018
Q3 | $267K | Buy |
3,641
+1
| +0% | +$73 | 0.11% | 86 |
|
|
2018
Q2 | $222K | Buy |
3,640
+213
| +6% | +$13K | 0.08% | 103 |
|
|
2018
Q1 | $206K | Buy |
+3,427
| New | +$206K | 0.08% | 101 |
|