Cavalier Investments’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-5,846
| Closed | -$642K | – | 61 |
|
2022
Q4 | $642K | Sell |
5,846
-378
| -6% | -$41.5K | 0.23% | 72 |
|
2022
Q3 | $602K | Sell |
6,224
-2,341
| -27% | -$226K | 0.22% | 79 |
|
2022
Q2 | $931K | Sell |
8,565
-2,806
| -25% | -$305K | 0.33% | 65 |
|
2022
Q1 | $1.35M | Sell |
11,371
-4,959
| -30% | -$587K | 0.35% | 64 |
|
2021
Q4 | $2.3M | Buy |
16,330
+1,861
| +13% | +$262K | 0.6% | 47 |
|
2021
Q3 | $1.71M | Buy |
14,469
+3,333
| +30% | +$394K | 0.54% | 51 |
|
2021
Q2 | $1.29M | Sell |
11,136
-282
| -2% | -$32.7K | 0.47% | 82 |
|
2021
Q1 | $1.37M | Buy |
11,418
+634
| +6% | +$76K | 0.6% | 70 |
|
2020
Q4 | $1.18M | Buy |
10,784
+2,696
| +33% | +$295K | 0.54% | 78 |
|
2020
Q3 | $880K | Buy |
+8,088
| New | +$880K | 0.6% | 42 |
|
2019
Q1 | – | Sell |
-16,164
| Closed | -$1.17M | – | 118 |
|
2018
Q4 | $1.17M | Buy |
+16,164
| New | +$1.17M | 0.38% | 47 |
|