CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
1,770
+1
| +0.1% | +$129 | 0.08% | 128 |
|
|
2025
Q1 | $229K | Hold |
1,769
| – | – | 0.09% | 125 |
|
|
2024
Q4 | $234K | Sell |
1,769
-1
| -0.1% | -$132 | 0.09% | 128 |
|
|
2024
Q3 | $208K | Sell |
1,770
-149
| -8% | -$17.5K | 0.08% | 131 |
|
|
2024
Q2 | $202K | Hold |
1,919
| – | – | 0.08% | 133 |
|
|
2024
Q1 | $205K | Hold |
1,919
| – | – | 0.09% | 122 |
|
|
2023
Q4 | $213K | Buy |
+1,919
| New | +$213K | 0.09% | 127 |
|
|
2023
Q3 | – | Sell |
-2,118
| Closed | -$228K | – | 127 |
|
|
2023
Q2 | $228K | Sell |
2,118
-35
| -2% | -$3.77K | 0.1% | 122 |
|
|
2023
Q1 | $238K | Sell |
2,153
-26
| -1% | -$2.88K | 0.11% | 117 |
|
|
2022
Q4 | $240K | Sell |
2,179
-41
| -2% | -$4.51K | 0.11% | 123 |
|
|
2022
Q3 | $211K | Hold |
2,220
| – | – | 0.1% | 122 |
|
|
2022
Q2 | $243K | Buy |
2,220
+119
| +6% | +$13K | 0.11% | 119 |
|
|
2022
Q1 | $259K | Hold |
2,101
| – | – | 0.11% | 122 |
|
|
2021
Q4 | $259K | Buy |
2,101
+27
| +1% | +$3.33K | 0.11% | 122 |
|
|
2021
Q3 | $263K | Hold |
2,074
| – | – | 0.11% | 127 |
|
|
2021
Q2 | $244K | Buy |
2,074
+116
| +6% | +$13.6K | 0.11% | 126 |
|
|
2021
Q1 | $238K | Buy |
1,958
+28
| +1% | +$3.4K | 0.11% | 118 |
|
|
2020
Q4 | $217K | Buy |
1,930
+43
| +2% | +$4.84K | 0.11% | 110 |
|
|
2020
Q3 | $213K | Buy |
+1,887
| New | +$213K | 0.11% | 107 |
|