Circle Wealth Management’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Buy
2,372
+56
+2% +$7.62K 0.01% 189
2025
Q1
$307K Buy
2,316
+1
+0% +$133 0.01% 191
2024
Q4
$262K Sell
2,315
-148
-6% -$16.7K 0.01% 203
2024
Q3
$281K Sell
2,463
-1,699
-41% -$194K 0.01% 202
2024
Q2
$432K Sell
4,162
-1,234
-23% -$128K 0.01% 171
2024
Q1
$613K Buy
5,396
+1,105
+26% +$126K 0.02% 131
2023
Q4
$472K Sell
4,291
-416
-9% -$45.8K 0.01% 139
2023
Q3
$456K Buy
4,707
+96
+2% +$9.3K 0.01% 138
2023
Q2
$503K Sell
4,611
-16
-0.3% -$1.74K 0.07% 100
2023
Q1
$469K Sell
4,627
-3
-0.1% -$304 0.07% 106
2022
Q4
$508K Sell
4,630
-65
-1% -$7.14K 0.08% 96
2022
Q3
$454K Buy
4,695
+16
+0.3% +$1.55K 0.07% 106
2022
Q2
$508K Sell
4,679
-43
-0.9% -$4.67K 0.08% 96
2022
Q1
$559K Sell
4,722
-11
-0.2% -$1.3K 0.07% 118
2021
Q4
$666K Buy
4,733
+362
+8% +$50.9K 0.09% 100
2021
Q3
$516K Buy
4,371
+6
+0.1% +$708 0.07% 117
2021
Q2
$506K Buy
4,365
+66
+2% +$7.65K 0.07% 124
2021
Q1
$515K Buy
4,299
+881
+26% +$106K 0.08% 106
2020
Q4
$374K Sell
3,418
-1
-0% -$109 0.05% 170
2020
Q3
$372K Buy
3,419
+6
+0.2% +$653 0.06% 136
2020
Q2
$312K Sell
3,413
-31
-0.9% -$2.83K 0.05% 146
2020
Q1
$272K Buy
3,444
+417
+14% +$32.9K 0.05% 152
2019
Q4
$263K Sell
3,027
-441
-13% -$38.3K 0.05% 147
2019
Q3
$290K Buy
3,468
+126
+4% +$10.5K 0.06% 133
2019
Q2
$281K Buy
+3,342
New +$281K 0.06% 128
2018
Q4
Sell
-3,070
Closed -$225K 81
2018
Q3
$225K Buy
+3,070
New +$225K 0.07% 91