Cape Investment Advisory’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$151K Sell
1,107
-57
-5% -$7.75K 0.05% 215
2025
Q1
$154K Sell
1,164
-72
-6% -$9.55K 0.06% 201
2024
Q4
$140K Buy
1,236
+76
+7% +$8.6K 0.05% 211
2024
Q3
$132K Hold
1,160
0.05% 214
2024
Q2
$120K Buy
1,160
+3
+0.3% +$312 0.05% 212
2024
Q1
$132K Sell
1,157
-17
-1% -$1.93K 0.06% 188
2023
Q4
$129K Buy
1,174
+18
+2% +$1.98K 0.06% 189
2023
Q3
$112K Buy
1,156
+1
+0.1% +$97 0.06% 197
2023
Q2
$126K Buy
1,155
+56
+5% +$6.11K 0.07% 181
2023
Q1
$111K Buy
+1,099
New +$111K 0.07% 181