Concord Wealth Partners’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
13,065
-2,764
| -17% | -$376K | 0.26% | 93 |
|
|
2025
Q1 | $2.1M | Sell |
15,829
-1,413
| -8% | -$187K | 0.34% | 69 |
|
|
2024
Q4 | $1.95M | Buy |
17,242
+1,142
| +7% | +$129K | 0.32% | 70 |
|
|
2024
Q3 | $1.84M | Buy |
16,100
+1,289
| +9% | +$147K | 0.31% | 70 |
|
|
2024
Q2 | $1.54M | Buy |
14,811
+1,071
| +8% | +$111K | 0.27% | 76 |
|
|
2024
Q1 | $1.56M | Buy |
13,740
+1,569
| +13% | +$178K | 0.28% | 76 |
|
|
2023
Q4 | $1.34M | Buy |
12,171
+9,391
| +338% | +$1.03M | 0.27% | 80 |
|
|
2023
Q3 | $269K | Buy |
2,780
+1,920
| +223% | +$186K | 0.06% | 166 |
|
|
2023
Q2 | $93.7K | Buy |
860
+228
| +36% | +$24.8K | 0.02% | 281 |
|
|
2023
Q1 | $64K | Sell |
632
-615
| -49% | -$62.3K | 0.02% | 311 |
|
|
2022
Q4 | $137K | Buy |
+1,247
| New | +$137K | 0.04% | 204 |
|
|
2022
Q3 | – | Sell |
-2,118
| Closed | -$230K | – | 164 |
|
|
2022
Q2 | $230K | Sell |
2,118
-495
| -19% | -$53.8K | 0.06% | 150 |
|
|
2022
Q1 | $309K | Buy |
2,613
+305
| +13% | +$36.1K | 0.08% | 132 |
|
|
2021
Q4 | $325K | Buy |
2,308
+1,787
| +343% | +$252K | 0.08% | 134 |
|
|
2021
Q3 | $62K | Sell |
521
-1,089
| -68% | -$130K | 0.03% | 183 |
|
|
2021
Q2 | $187K | Sell |
1,610
-281
| -15% | -$32.6K | 0.05% | 145 |
|
|
2021
Q1 | $227K | Buy |
1,891
+122
| +7% | +$14.6K | 0.08% | 114 |
|
|
2020
Q4 | $194K | Buy |
+1,769
| New | +$194K | 0.15% | 77 |
|