CWS
Cypress Wealth Services’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
2,369
-652
| -22% | -$88.7K | 0.06% | 220 |
|
|
2025
Q1 | $401K | Buy |
3,021
+97
| +3% | +$12.9K | 0.08% | 176 |
|
|
2024
Q4 | $331K | Buy |
2,924
+20
| +0.7% | +$2.26K | 0.07% | 195 |
|
|
2024
Q3 | $331K | Buy |
2,904
+161
| +6% | +$18.4K | 0.07% | 194 |
|
|
2024
Q2 | $285K | Buy |
2,743
+70
| +3% | +$7.28K | 0.06% | 200 |
|
|
2024
Q1 | $304K | Sell |
2,673
-722
| -21% | -$82.1K | 0.07% | 197 |
|
|
2023
Q4 | $374K | Sell |
3,395
-28
| -0.8% | -$3.08K | 0.09% | 168 |
|
|
2023
Q3 | $331K | Buy |
3,423
+1
| +0% | +$97 | 0.09% | 174 |
|
|
2023
Q2 | $366K | Buy |
3,422
+1
| +0% | +$107 | 0.1% | 165 |
|
|
2023
Q1 | $346K | Buy |
3,421
+2
| +0.1% | +$202 | 0.1% | 167 |
|
|
2022
Q4 | $375K | Buy |
3,419
+88
| +3% | +$9.66K | 0.12% | 153 |
|
|
2022
Q3 | $339K | Buy |
3,331
+1
| +0% | +$102 | 0.12% | 153 |
|
|
2022
Q2 | $362K | Buy |
3,330
+589
| +21% | +$64K | 0.12% | 151 |
|
|
2022
Q1 | $324K | Buy |
2,741
+2
| +0.1% | +$236 | 0.09% | 170 |
|
|
2021
Q4 | $386K | Buy |
2,739
+1
| +0% | +$141 | 0.11% | 144 |
|
|
2021
Q3 | $323K | Sell |
2,738
-5,471
| -67% | -$645K | 0.1% | 159 |
|
|
2021
Q2 | $952K | Sell |
8,209
-542
| -6% | -$62.9K | 0.26% | 72 |
|
|
2021
Q1 | $1.05M | Sell |
8,751
-344
| -4% | -$41.2K | 0.22% | 90 |
|
|
2020
Q4 | $996K | Buy |
+9,095
| New | +$996K | 0.22% | 84 |
|
|
2020
Q3 | – | Sell |
-35,847
| Closed | -$3.28M | – | 3 |
|
|
2020
Q2 | $3.28M | Buy |
35,847
+21
| +0.1% | +$1.92K | 0.78% | 40 |
|
|
2020
Q1 | $2.83M | Buy |
35,826
+320
| +0.9% | +$25.3K | 0.83% | 37 |
|
|
2019
Q4 | $3.08M | Sell |
35,506
-304
| -0.8% | -$26.4K | 0.78% | 40 |
|
|
2019
Q3 | $3M | Buy |
35,810
+14
| +0% | +$1.17K | 0.82% | 37 |
|
|
2019
Q2 | $3.01M | Buy |
35,796
+573
| +2% | +$48.2K | 0.87% | 34 |
|
|
2019
Q1 | $2.82M | Sell |
35,223
-1,015
| -3% | -$81.1K | 0.89% | 32 |
|
|
2018
Q4 | $2.62M | Sell |
36,238
-1,303
| -3% | -$94.2K | 1.04% | 29 |
|
|
2018
Q3 | $2.75M | Buy |
37,541
+29
| +0.1% | +$2.13K | 0.99% | 29 |
|
|
2018
Q2 | $2.29M | Buy |
37,512
+8,104
| +28% | +$494K | 0.87% | 35 |
|
|
2018
Q1 | $1.76M | Buy |
29,408
+1
| +0% | +$60 | 0.75% | 40 |
|
|
2017
Q4 | $1.68M | Buy |
+29,407
| New | +$1.68M | 0.7% | 41 |
|