CWP
CFM Wealth Partners’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Hold |
5,147
| – | – | 0.11% | 83 |
|
|
2025
Q1 | $683K | Sell |
5,147
-59
| -1% | -$7.83K | 0.12% | 86 |
|
|
2024
Q4 | $589K | Sell |
5,206
-907
| -15% | -$103K | 0.1% | 91 |
|
|
2024
Q3 | $697K | Sell |
6,113
-1,751
| -22% | -$200K | 0.12% | 90 |
|
|
2024
Q2 | $817K | Sell |
7,864
-134
| -2% | -$13.9K | 0.15% | 83 |
|
|
2024
Q1 | $909K | Sell |
7,998
-65
| -0.8% | -$7.39K | 0.18% | 78 |
|
|
2023
Q4 | $887K | Sell |
8,063
-205
| -2% | -$22.6K | 0.2% | 81 |
|
|
2023
Q3 | $801K | Sell |
8,268
-2,447
| -23% | -$237K | 0.21% | 78 |
|
|
2023
Q2 | $1.17M | Sell |
10,715
-79
| -0.7% | -$8.61K | 0.28% | 74 |
|
|
2023
Q1 | $1.09M | Sell |
10,794
-122
| -1% | -$12.4K | 0.29% | 72 |
|
|
2022
Q4 | $1.2M | Buy |
10,916
+75
| +0.7% | +$8.23K | 0.36% | 70 |
|
|
2022
Q3 | $1.05M | Buy |
10,841
+3,491
| +47% | +$338K | 0.34% | 70 |
|
|
2022
Q2 | $799K | Sell |
7,350
-314
| -4% | -$34.1K | 0.24% | 84 |
|
|
2022
Q1 | $907K | Hold |
7,664
| – | – | 0.22% | 83 |
|
|
2021
Q4 | $1.07M | Hold |
7,664
| – | – | 0.24% | 81 |
|
|
2021
Q3 | $905K | Hold |
7,664
| – | – | 0.23% | 85 |
|
|
2021
Q2 | $888K | Buy |
7,664
+35
| +0.5% | +$4.06K | 0.24% | 80 |
|
|
2021
Q1 | $914K | Hold |
7,629
| – | – | 0.28% | 79 |
|
|
2020
Q4 | $835K | Hold |
7,629
| – | – | 0.27% | 75 |
|
|
2020
Q3 | $830K | Buy |
7,629
+36
| +0.5% | +$3.92K | 0.3% | 68 |
|
|
2020
Q2 | $694K | Sell |
7,593
-320
| -4% | -$29.2K | 0.26% | 73 |
|
|
2020
Q1 | $624K | Buy |
7,913
+383
| +5% | +$30.2K | 0.29% | 68 |
|
|
2019
Q4 | $665K | Buy |
+7,530
| New | +$665K | 0.25% | 72 |
|