BFA
Brendel Financial Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Sell |
31,794
-1,081
| -3% | -$147K | 2.42% | 6 |
|
|
2025
Q1 | $4.36M | Sell |
32,875
-1,563
| -5% | -$207K | 2.65% | 5 |
|
|
2024
Q4 | $3.9M | Sell |
34,438
-691
| -2% | -$78.2K | 2.36% | 9 |
|
|
2024
Q3 | $4.01M | Buy |
35,129
+28,167
| +405% | +$3.21M | 2.27% | 9 |
|
|
2024
Q2 | $723K | Hold |
6,962
| – | – | 0.46% | 55 |
|
|
2024
Q1 | $791K | Hold |
6,962
| – | – | 0.91% | 30 |
|
|
2023
Q4 | $766K | Buy |
+6,962
| New | +$766K | 0.5% | 51 |
|
|
2023
Q2 | – | Sell |
-6,981
| Closed | -$707K | – | 45 |
|
|
2023
Q1 | $707K | Buy |
+6,981
| New | +$707K | 0.52% | 46 |
|
|
2022
Q3 | – | Sell |
-10,520
| Closed | -$1.14M | – | 39 |
|
|
2022
Q2 | $1.14M | Hold |
10,520
| – | – | 1% | 35 |
|
|
2022
Q1 | $1.25M | Hold |
10,520
| – | – | 0.68% | 45 |
|
|
2021
Q4 | $1.48M | Buy |
+10,520
| New | +$1.48M | 0.77% | 41 |
|
|
2021
Q3 | – | Sell |
-10,520
| Closed | -$1.22M | – | 59 |
|
|
2021
Q2 | $1.22M | Sell |
10,520
-400
| -4% | -$46.4K | 0.67% | 45 |
|
|
2021
Q1 | $1.31M | Hold |
10,920
| – | – | 0.88% | 36 |
|
|
2020
Q4 | $1.2M | Hold |
10,920
| – | – | 0.81% | 37 |
|
|
2020
Q3 | $1.19M | Hold |
10,920
| – | – | 0.95% | 36 |
|
|
2020
Q2 | $998K | Hold |
10,920
| – | – | 0.86% | 40 |
|
|
2020
Q1 | $862K | Hold |
10,920
| – | – | 1.02% | 30 |
|
|
2019
Q4 | $949K | Hold |
10,920
| – | – | 0.81% | 39 |
|
|
2019
Q3 | $914K | Hold |
10,920
| – | – | 0.82% | 39 |
|
|
2019
Q2 | $918K | Sell |
10,920
-3,912
| -26% | -$329K | 0.89% | 35 |
|
|
2019
Q1 | $1.19M | Buy |
14,832
+6,612
| +80% | +$529K | 1.06% | 35 |
|
|
2018
Q4 | $595K | Buy |
+8,220
| New | +$595K | 0.68% | 47 |
|