Beverly Hills Private Wealth’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.91M Sell
14,079
-600
-4% -$81.6K 0.36% 76
2025
Q1
$1.95M Sell
14,679
-642
-4% -$85.2K 0.39% 74
2024
Q4
$1.73M Sell
15,321
-493
-3% -$55.8K 0.35% 81
2024
Q3
$1.8M Sell
15,814
-2,857
-15% -$326K 0.36% 79
2024
Q2
$1.94M Sell
18,671
-1,012
-5% -$105K 0.42% 63
2024
Q1
$2.24M Buy
19,683
+3,499
+22% +$398K 0.52% 54
2023
Q4
$1.78M Sell
16,184
-1,322
-8% -$146K 0.47% 64
2023
Q3
$1.7M Sell
17,506
-13,597
-44% -$1.32M 0.5% 54
2023
Q2
$3.35M Buy
31,103
+16,182
+108% +$1.74M 0.55% 56
2023
Q1
$1.51M Buy
14,921
+3,815
+34% +$386K 0.47% 62
2022
Q4
$1.22M Buy
+11,106
New +$1.22M 0.53% 62