DWM
Dakota Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Buy |
178,187
+11,221
| +7% | +$1.53M | 0.51% | 44 |
|
|
2025
Q1 | $22.1M | Buy |
166,966
+9,300
| +6% | +$1.23M | 0.52% | 40 |
|
|
2024
Q4 | $17.8M | Buy |
157,666
+55,707
| +55% | +$6.3M | 0.41% | 49 |
|
|
2024
Q3 | $11.6M | Sell |
101,959
-3,411
| -3% | -$389K | 0.26% | 87 |
|
|
2024
Q2 | $10.9M | Buy |
105,370
+128
| +0.1% | +$13.3K | 0.26% | 85 |
|
|
2024
Q1 | $12M | Buy |
105,242
+4,607
| +5% | +$524K | 0.3% | 78 |
|
|
2023
Q4 | $11.1M | Buy |
100,635
+895
| +0.9% | +$98.5K | 0.43% | 63 |
|
|
2023
Q3 | $9.66M | Buy |
99,740
+1,208
| +1% | +$117K | 0.43% | 66 |
|
|
2023
Q2 | $10.7M | Buy |
98,532
+541
| +0.6% | +$59K | 0.51% | 51 |
|
|
2023
Q1 | $9.92M | Buy |
97,991
+5
| +0% | +$506 | 0.66% | 37 |
|
|
2022
Q4 | $10.8M | Sell |
97,986
-1,795
| -2% | -$197K | 0.76% | 30 |
|
|
2022
Q3 | $9.66M | Buy |
99,781
+6,282
| +7% | +$608K | 0.78% | 28 |
|
|
2022
Q2 | $10.2M | Buy |
93,499
+1,964
| +2% | +$213K | 0.94% | 25 |
|
|
2022
Q1 | $10.8M | Buy |
91,535
+79,569
| +665% | +$9.42M | 0.88% | 21 |
|
|
2021
Q4 | $1.68M | Buy |
11,966
+945
| +9% | +$133K | 0.18% | 127 |
|
|
2021
Q3 | $1.3M | Sell |
11,021
-63
| -0.6% | -$7.44K | 0.15% | 145 |
|
|
2021
Q2 | $1.29M | Sell |
11,084
-8,860
| -44% | -$1.03M | 0.15% | 137 |
|
|
2021
Q1 | $2.39M | Sell |
19,944
-24,408
| -55% | -$2.93M | 0.31% | 87 |
|
|
2020
Q4 | $4.86M | Buy |
44,352
+7,723
| +21% | +$846K | 0.63% | 44 |
|
|
2020
Q3 | $3.99M | Buy |
36,629
+9,477
| +35% | +$1.03M | 0.63% | 51 |
|
|
2020
Q2 | $2.48M | Buy |
27,152
+19,782
| +268% | +$1.81M | 0.42% | 65 |
|
|
2020
Q1 | $582K | Buy |
7,370
+2,071
| +39% | +$164K | 0.13% | 142 |
|
|
2019
Q4 | $460K | Buy |
5,299
+1,962
| +59% | +$170K | 0.07% | 200 |
|
|
2019
Q3 | $279K | Hold |
3,337
| – | – | 0.05% | 241 |
|
|
2019
Q2 | $281K | Sell |
3,337
-187
| -5% | -$15.7K | 0.05% | 232 |
|
|
2019
Q1 | $282K | Buy |
+3,524
| New | +$282K | 0.06% | 244 |
|
|
2018
Q3 | – | Sell |
-3,544
| Closed | -$216K | – | 281 |
|
|
2018
Q2 | $216K | Buy |
+3,544
| New | +$216K | 0.06% | 190 |
|