Curi Wealth Management’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-59,283
| Closed | -$6.53M | – | 3 |
|
|
2023
Q4 | $6.53M | Sell |
59,283
-8,142
| -12% | -$896K | 0.9% | 37 |
|
|
2023
Q3 | $6.53M | Sell |
67,425
-4,256
| -6% | -$412K | 1% | 35 |
|
|
2023
Q2 | $7.81M | Sell |
71,681
-4,426
| -6% | -$483K | 1.06% | 33 |
|
|
2023
Q1 | $7.71M | Sell |
76,107
-18,332
| -19% | -$1.86M | 1.11% | 33 |
|
|
2022
Q4 | $10.4M | Sell |
94,439
-2,645
| -3% | -$290K | 1.45% | 26 |
|
|
2022
Q3 | $9.39M | Buy |
97,084
+6,989
| +8% | +$676K | 1.56% | 27 |
|
|
2022
Q2 | $9.79M | Buy |
90,095
+728
| +0.8% | +$79.1K | 1.88% | 21 |
|
|
2022
Q1 | $10.6M | Sell |
89,367
-6,680
| -7% | -$791K | 1.83% | 20 |
|
|
2021
Q4 | $13.5M | Buy |
+96,047
| New | +$13.5M | 2.33% | 15 |
|
|
2021
Q1 | – | Sell |
-1,574
| Closed | -$172K | – | 94 |
|
|
2020
Q4 | $172K | Buy |
+1,574
| New | +$172K | 0.12% | 88 |
|