BWA
Burt Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
2,037
| – | – | 0.06% | 98 |
|
|
2025
Q1 | $270K | Sell |
2,037
-300
| -13% | -$39.8K | 0.07% | 99 |
|
|
2024
Q4 | $264K | Sell |
2,337
-314
| -12% | -$35.5K | 0.07% | 101 |
|
|
2024
Q3 | $302K | Hold |
2,651
| – | – | 0.07% | 93 |
|
|
2024
Q2 | $275K | Hold |
2,651
| – | – | 0.07% | 95 |
|
|
2024
Q1 | $301K | Sell |
2,651
-300
| -10% | -$34.1K | 0.08% | 89 |
|
|
2023
Q4 | $325K | Hold |
2,951
| – | – | 0.09% | 81 |
|
|
2023
Q3 | $286K | Hold |
2,951
| – | – | 0.09% | 83 |
|
|
2023
Q2 | $322K | Sell |
2,951
-209
| -7% | -$22.8K | 0.1% | 78 |
|
|
2023
Q1 | $320K | Buy |
3,160
+309
| +11% | +$31.3K | 0.1% | 79 |
|
|
2022
Q4 | $313K | Buy |
+2,851
| New | +$313K | 0.1% | 78 |
|
|
2022
Q3 | – | Sell |
-2,851
| Closed | -$310K | – | 89 |
|
|
2022
Q2 | $310K | Hold |
2,851
| – | – | 0.11% | 71 |
|
|
2022
Q1 | $337K | Buy |
+2,851
| New | +$337K | 0.1% | 70 |
|
|
2021
Q4 | – | Sell |
-2,701
| Closed | -$319K | – | 93 |
|
|
2021
Q3 | $319K | Sell |
2,701
-49
| -2% | -$5.79K | 0.1% | 72 |
|
|
2021
Q2 | $319K | Sell |
2,750
-125
| -4% | -$14.5K | 0.12% | 69 |
|
|
2021
Q1 | $345K | Sell |
2,875
-196
| -6% | -$23.5K | 0.13% | 63 |
|
|
2020
Q4 | $336K | Hold |
3,071
| – | – | 0.12% | 65 |
|
|
2020
Q3 | $334K | Buy |
3,071
+80
| +3% | +$8.7K | 0.12% | 61 |
|
|
2020
Q2 | $273K | Sell |
2,991
-40
| -1% | -$3.65K | 0.11% | 65 |
|
|
2020
Q1 | $239K | Buy |
3,031
+125
| +4% | +$9.86K | 0.11% | 67 |
|
|
2019
Q4 | $252K | Hold |
2,906
| – | – | 0.1% | 70 |
|
|
2019
Q3 | $243K | Sell |
2,906
-200
| -6% | -$16.7K | 0.1% | 71 |
|
|
2019
Q2 | $261K | Sell |
3,106
-75
| -2% | -$6.3K | 0.11% | 66 |
|
|
2019
Q1 | $254K | Hold |
3,181
| – | – | 0.11% | 69 |
|
|
2018
Q4 | $230K | Hold |
3,181
| – | – | 0.11% | 71 |
|
|
2018
Q3 | $233K | Hold |
3,181
| – | – | 0.11% | 70 |
|
|
2018
Q2 | $194K | Hold |
3,181
| – | – | 0.09% | 78 |
|
|
2018
Q1 | $191K | Hold |
3,181
| – | – | 0.1% | 76 |
|
|
2017
Q4 | $182K | Hold |
3,181
| – | – | 0.11% | 82 |
|
|
2017
Q3 | $170K | Hold |
3,181
| – | – | 0.11% | 81 |
|
|
2017
Q2 | $154K | Buy |
3,181
+400
| +14% | +$19.4K | 0.11% | 86 |
|
|
2017
Q1 | $124K | Sell |
2,781
-1,686
| -38% | -$75.2K | 0.09% | 93 |
|
|
2016
Q4 | $172K | Sell |
4,467
-314
| -7% | -$12.1K | 0.15% | 76 |
|
|
2016
Q3 | $202K | Hold |
4,781
| – | – | 0.22% | 60 |
|
|
2016
Q2 | $187K | Sell |
4,781
-905
| -16% | -$35.4K | 0.21% | 59 |
|
|
2016
Q1 | $238K | Sell |
5,686
-1,376
| -19% | -$57.6K | 0.22% | 54 |
|
|
2015
Q4 | $317K | Hold |
7,062
| – | – | 0.25% | 45 |
|
|
2015
Q3 | $284K | Sell |
7,062
-7,000
| -50% | -$282K | 0.35% | 37 |
|
|
2015
Q2 | $691K | Buy |
14,062
+13,281
| +1,701% | +$653K | 0.75% | 22 |
|
|
2015
Q1 | $36K | Hold |
781
| – | – | 0.04% | 155 |
|
|
2014
Q4 | $35K | Buy |
+781
| New | +$35K | 0.04% | 155 |
|