CIA
Concurrent Investment Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.57M | Buy |
70,394
+9,685
| +16% | +$1.32M | 0.19% | 118 |
|
|
2025
Q1 | $8.05M | Buy |
60,709
+10,098
| +20% | +$1.34M | 0.2% | 115 |
|
|
2024
Q4 | $5.72M | Buy |
50,611
+2,035
| +4% | +$230K | 0.15% | 140 |
|
|
2024
Q3 | $5.54M | Sell |
48,576
-66
| -0.1% | -$7.53K | 0.16% | 134 |
|
|
2024
Q2 | $5.05M | Buy |
48,642
+11,761
| +32% | +$1.22M | 0.17% | 135 |
|
|
2024
Q1 | $4.19M | Sell |
36,881
-710
| -2% | -$80.7K | 0.17% | 135 |
|
|
2023
Q4 | $4.14M | Buy |
+37,591
| New | +$4.14M | 0.2% | 124 |
|