CM Wealth Advisors’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Hold |
6,439
| – | – | 0.26% | 31 |
|
|
2025
Q1 | $854K | Hold |
6,439
| – | – | 0.27% | 32 |
|
|
2024
Q4 | $728K | Hold |
6,439
| – | – | 0.24% | 41 |
|
|
2024
Q3 | $734K | Hold |
6,439
| – | – | 0.24% | 39 |
|
|
2024
Q2 | $669K | Sell |
6,439
-479
| -7% | -$49.8K | 0.32% | 29 |
|
|
2024
Q1 | $738K | Buy |
6,918
+463
| +7% | +$49.4K | 0.21% | 52 |
|
|
2023
Q4 | $711K | Hold |
6,455
| – | – | 0.31% | 25 |
|
|
2023
Q3 | $627K | Sell |
6,455
-4,012
| -38% | -$389K | 0.24% | 34 |
|
|
2023
Q2 | $1.19M | Sell |
10,467
-16,132
| -61% | -$1.83M | 0.39% | 25 |
|
|
2023
Q1 | $2.91M | Buy |
26,599
+20,044
| +306% | +$2.19M | 0.56% | 22 |
|
|
2022
Q4 | $720K | Buy |
6,555
+2,709
| +70% | +$297K | 0.37% | 28 |
|
|
2022
Q3 | $634M | Sell |
3,846
-2,709
| -41% | -$447M | 0.35% | 30 |
|
|
2022
Q2 | $712K | Buy |
+6,555
| New | +$712K | 0.44% | 29 |
|