BWM
BigSur Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
2,013
-4
| -0.2% | -$544 | 0.07% | 137 |
|
|
2025
Q1 | $268K | Sell |
2,017
-102
| -5% | -$13.5K | 0.07% | 134 |
|
|
2024
Q4 | $240K | Hold |
2,119
| – | – | 0.07% | 135 |
|
|
2024
Q3 | $242K | Buy |
2,119
+110
| +5% | +$12.5K | 0.07% | 142 |
|
|
2024
Q2 | $209K | Sell |
2,009
-303
| -13% | -$31.5K | 0.06% | 141 |
|
|
2024
Q1 | $263K | Hold |
2,312
| – | – | 0.08% | 130 |
|
|
2023
Q4 | $254K | Hold |
2,312
| – | – | 0.12% | 97 |
|
|
2023
Q3 | $224K | Sell |
2,312
-200
| -8% | -$19.4K | 0.11% | 97 |
|
|
2023
Q2 | $274K | Sell |
2,512
-49
| -2% | -$5.34K | 0.13% | 98 |
|
|
2023
Q1 | $259K | Hold |
2,561
| – | – | 0.12% | 100 |
|
|
2022
Q4 | $281K | Buy |
2,561
+147
| +6% | +$16.1K | 0.14% | 99 |
|
|
2022
Q3 | $234K | Buy |
2,414
+570
| +31% | +$55.3K | 0.12% | 106 |
|
|
2022
Q2 | $200K | Hold |
1,844
| – | – | 0.09% | 119 |
|
|
2022
Q1 | $218K | Hold |
1,844
| – | – | 0.08% | 121 |
|
|
2021
Q4 | $260K | Hold |
1,844
| – | – | 0.1% | 111 |
|
|
2021
Q3 | $218K | Hold |
1,844
| – | – | 0.1% | 112 |
|
|
2021
Q2 | $214K | Hold |
1,844
| – | – | 0.1% | 111 |
|
|
2021
Q1 | $221K | Hold |
1,844
| – | – | 0.11% | 104 |
|
|
2020
Q4 | $202K | Hold |
1,844
| – | – | 0.11% | 99 |
|
|
2020
Q3 | $201K | Buy |
+1,844
| New | +$201K | 0.13% | 89 |
|