Carson Wealth (CWM LLC)’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.1M | Buy |
265,467
+2,252
| +0.9% | +$306K | 0.13% | 143 |
|
|
2025
Q1 | $34.9M | Buy |
263,215
+12,647
| +5% | +$1.68M | 0.14% | 144 |
|
|
2024
Q4 | $28.3M | Sell |
250,568
-54,364
| -18% | -$6.15M | 0.12% | 153 |
|
|
2024
Q3 | $34.8M | Sell |
304,932
-5,730
| -2% | -$653K | 0.15% | 129 |
|
|
2024
Q2 | $32.3M | Sell |
310,662
-6,042
| -2% | -$628K | 0.15% | 131 |
|
|
2024
Q1 | $36M | Sell |
316,704
-5,868
| -2% | -$667K | 0.18% | 123 |
|
|
2023
Q4 | $35.5M | Sell |
322,572
-19,109
| -6% | -$2.1M | 0.19% | 103 |
|
|
2023
Q3 | $33.1M | Sell |
341,681
-25,354
| -7% | -$2.46M | 0.2% | 100 |
|
|
2023
Q2 | $40M | Buy |
367,035
+77,283
| +27% | +$8.43M | 0.25% | 75 |
|
|
2023
Q1 | $29.3M | Buy |
289,752
+5,103
| +2% | +$517K | 0.2% | 100 |
|
|
2022
Q4 | $31.3M | Buy |
284,649
+30,068
| +12% | +$3.3M | 0.23% | 91 |
|
|
2022
Q3 | $24.6M | Buy |
254,581
+12,406
| +5% | +$1.2M | 0.2% | 106 |
|
|
2022
Q2 | $26.3M | Buy |
242,175
+16,943
| +8% | +$1.84M | 0.2% | 99 |
|
|
2022
Q1 | $26.7M | Buy |
225,232
+7,615
| +3% | +$901K | 0.19% | 105 |
|
|
2021
Q4 | $30.6M | Buy |
+217,617
| New | +$30.6M | 0.22% | 91 |
|
|
2021
Q2 | $3.51M | Hold |
30,316
| – | – | 0.03% | 330 |
|
|
2021
Q1 | $3.51M | Hold |
30,316
| – | – | 0.03% | 330 |
|
|
2020
Q4 | $3.51M | Hold |
30,316
| – | – | 0.03% | 330 |
|
|
2020
Q3 | $3.51M | Hold |
30,316
| – | – | 0.03% | 330 |
|
|
2020
Q2 | $3.51M | Hold |
30,316
| – | – | 0.03% | 330 |
|
|
2020
Q1 | $3.51M | Hold |
30,316
| – | – | 0.03% | 330 |
|
|
2019
Q4 | $3.51M | Hold |
30,316
| – | – | 0.03% | 330 |
|
|
2019
Q3 | $3.51M | Hold |
30,316
| – | – | 0.03% | 330 |
|
|
2019
Q2 | $3.51M | Hold |
30,316
| – | – | 0.03% | 330 |
|
|
2019
Q1 | $3.51M | Sell |
30,316
-30,936
| -51% | -$3.59M | 0.03% | 330 |
|
|
2018
Q4 | $4.43M | Sell |
61,252
-75,193
| -55% | -$5.44M | 0.11% | 169 |
|
|
2018
Q3 | $10M | Buy |
136,445
+27,002
| +25% | +$1.98M | 0.26% | 106 |
|
|
2018
Q2 | $6.68M | Buy |
109,443
+37,496
| +52% | +$2.29M | 0.22% | 105 |
|
|
2018
Q1 | $4.31M | Buy |
71,947
+6,268
| +10% | +$376K | 0.17% | 111 |
|
|
2017
Q4 | $3.75M | Buy |
65,679
+7,665
| +13% | +$437K | 0.17% | 101 |
|
|
2017
Q3 | $3.1M | Sell |
58,014
-1,062
| -2% | -$56.7K | 0.15% | 108 |
|
|
2017
Q2 | $2.87M | Sell |
59,076
-3,446
| -6% | -$168K | 0.15% | 117 |
|
|
2017
Q1 | $2.78M | Sell |
62,522
-118,083
| -65% | -$5.24M | 0.16% | 122 |
|
|
2016
Q4 | $6.94M | Sell |
180,605
-16,489
| -8% | -$633K | 0.43% | 65 |
|
|
2016
Q3 | $8.34M | Sell |
197,094
-16,184
| -8% | -$684K | 0.58% | 53 |
|
|
2016
Q2 | $8.38M | Sell |
213,278
-27,976
| -12% | -$1.1M | 0.61% | 56 |
|
|
2016
Q1 | $10.1M | Buy |
241,254
+740
| +0.3% | +$31K | 0.89% | 39 |
|
|
2015
Q4 | $10.8M | Sell |
240,514
-30,963
| -11% | -$1.39M | 1.06% | 31 |
|
|
2015
Q3 | $10.9M | Sell |
271,477
-4,541
| -2% | -$183K | 1.1% | 26 |
|
|
2015
Q2 | $13.5M | Sell |
276,018
-32,250
| -10% | -$1.58M | 1.3% | 16 |
|
|
2015
Q1 | $14.3M | Buy |
308,268
+172,245
| +127% | +$7.98M | 1.45% | 13 |
|
|
2014
Q4 | $6.12M | Buy |
136,023
+20,600
| +18% | +$927K | 0.74% | 37 |
|
|
2014
Q3 | $4.8M | Buy |
115,423
+38,482
| +50% | +$1.6M | 0.7% | 41 |
|
|
2014
Q2 | $3.15M | Buy |
76,941
+18,986
| +33% | +$777K | 0.56% | 53 |
|
|
2014
Q1 | $2.23M | Buy |
57,955
+56,362
| +3,538% | +$2.17M | 0.3% | 63 |
|
|
2013
Q4 | $61K | Sell |
1,593
-48
| -3% | -$1.84K | 0.01% | 223 |
|
|
2013
Q3 | $54K | Buy |
+1,641
| New | +$54K | 0.01% | 180 |
|