Cassady Schiller Wealth Management’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $413K | Buy |
3,651
+96
| +3% | +$10.9K | 0.15% | 74 |
|
|
2024
Q3 | $405K | Hold |
3,555
| – | – | 0.15% | 73 |
|
|
2024
Q2 | $369K | Sell |
3,555
-794
| -18% | -$82.5K | 0.15% | 75 |
|
|
2024
Q1 | $494K | Sell |
4,349
-523
| -11% | -$59.4K | 0.22% | 69 |
|
|
2023
Q4 | $536K | Hold |
4,872
| – | – | 0.27% | 55 |
|
|
2023
Q3 | $472K | Buy |
4,872
+44
| +0.9% | +$4.26K | 0.26% | 59 |
|
|
2023
Q2 | $526K | Sell |
4,828
-200
| -4% | -$21.8K | 0.29% | 54 |
|
|
2023
Q1 | $509K | Sell |
5,028
-23
| -0.5% | -$2.33K | 0.24% | 54 |
|
|
2022
Q4 | $555K | Sell |
5,051
-70
| -1% | -$7.69K | 0.34% | 57 |
|
|
2022
Q3 | $496K | Sell |
5,121
-55
| -1% | -$5.33K | 0.29% | 60 |
|
|
2022
Q2 | $562K | Buy |
5,176
+108
| +2% | +$11.7K | 0.3% | 55 |
|
|
2022
Q1 | $600K | Buy |
5,068
+1,324
| +35% | +$157K | 0.29% | 54 |
|
|
2021
Q4 | $527K | Buy |
+3,744
| New | +$527K | 0.32% | 51 |
|