Bordeaux Wealth Advisors’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
3,474
+253
| +8% | +$34.4K | 0.06% | 92 |
|
|
2025
Q1 | $427K | Buy |
3,221
+51
| +2% | +$6.77K | 0.08% | 98 |
|
|
2024
Q4 | $359K | Buy |
3,170
+570
| +22% | +$64.5K | 0.06% | 106 |
|
|
2024
Q3 | $296K | Buy |
+2,600
| New | +$296K | 0.05% | 121 |
|
|
2024
Q2 | – | Sell |
-2,032
| Closed | -$231K | – | 139 |
|
|
2024
Q1 | $231K | Sell |
2,032
-121
| -6% | -$13.8K | 0.08% | 102 |
|
|
2023
Q4 | $237K | Hold |
2,153
| – | – | 0.08% | 95 |
|
|
2023
Q3 | $209K | Sell |
2,153
-116
| -5% | -$11.2K | 0.08% | 88 |
|
|
2023
Q2 | $247K | Buy |
+2,269
| New | +$247K | 0.1% | 85 |
|
|
2023
Q1 | – | Sell |
-2,290
| Closed | -$251K | – | 100 |
|
|
2022
Q4 | $251K | Sell |
2,290
-145
| -6% | -$15.9K | 0.14% | 77 |
|
|
2022
Q3 | $236K | Buy |
2,435
+306
| +14% | +$29.7K | 0.15% | 75 |
|
|
2022
Q2 | $231K | Sell |
2,129
-454
| -18% | -$49.3K | 0.16% | 72 |
|
|
2022
Q1 | $306K | Buy |
2,583
+152
| +6% | +$18K | 0.17% | 70 |
|
|
2021
Q4 | $342K | Buy |
+2,431
| New | +$342K | 0.16% | 73 |
|