Beta Wealth 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 | $436K | Buy |
3,204
+800
| +33% | +$109K | 0.16% | 79 |
|
|
2025
Q1 | $319K | Sell |
2,404
-3,200
| -57% | -$424K | 0.11% | 89 |
|
|
2024
Q4 | $634K | Buy |
5,604
+1
| +0% | +$113 | 0.28% | 56 |
|
|
2024
Q3 | $639K | Buy |
5,603
+302
| +6% | +$34.4K | 0.29% | 57 |
|
|
2024
Q2 | $551K | Buy |
5,301
+195
| +4% | +$20.3K | 0.26% | 61 |
|
|
2024
Q1 | $580K | Sell |
5,106
-496
| -9% | -$56.4K | 0.28% | 56 |
|
|
2023
Q4 | $617K | Buy |
5,602
+2
| +0% | +$220 | 0.32% | 47 |
|
|
2023
Q3 | $542K | Buy |
+5,600
| New | +$542K | 0.32% | 57 |
|
|
2023
Q2 | – | Sell |
-4,500
| Closed | -$456K | – | 101 |
|
|
2023
Q1 | $456K | Buy |
4,500
+400
| +10% | +$40.5K | 0.26% | 61 |
|
|
2022
Q4 | $450K | Buy |
4,100
+300
| +8% | +$32.9K | 0.3% | 56 |
|
|
2022
Q3 | $367K | Buy |
3,800
+200
| +6% | +$19.3K | 0.26% | 54 |
|
|
2022
Q2 | $391K | Buy |
3,600
+300
| +9% | +$32.6K | 0.26% | 51 |
|
|
2022
Q1 | $390K | Buy |
+3,300
| New | +$390K | 0.26% | 51 |
|
|
2021
Q3 | – | Sell |
-1,955
| Closed | -$227K | – | 61 |
|
|
2021
Q2 | $227K | Buy |
1,955
+200
| +11% | +$23.2K | 0.16% | 59 |
|
|
2021
Q1 | $210K | Buy |
+1,755
| New | +$210K | 0.15% | 57 |
|