Edge Wealth Management’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-46
| Closed | -$6K | – | 96 |
|
2021
Q4 | $6K | Hold |
46
| – | – | ﹤0.01% | 317 |
|
2021
Q3 | $5K | Hold |
46
| – | – | ﹤0.01% | 340 |
|
2021
Q2 | $5K | Hold |
46
| – | – | ﹤0.01% | 340 |
|
2021
Q1 | $6K | Buy |
+46
| New | +$6K | ﹤0.01% | 322 |
|
2015
Q1 | – | Sell |
-4,614
| Closed | -$209K | – | 455 |
|
2014
Q4 | $209K | Hold |
4,614
| – | – | 0.08% | 101 |
|
2014
Q3 | $192K | Hold |
4,614
| – | – | 0.07% | 94 |
|
2014
Q2 | $189K | Buy |
4,614
+1,045
| +29% | +$42.8K | 0.08% | 101 |
|
2014
Q1 | $137K | Sell |
3,569
-30,277
| -89% | -$1.16M | 0.06% | 113 |
|
2013
Q4 | $1.3M | Buy |
33,846
+8,132
| +32% | +$312K | 0.6% | 34 |
|
2013
Q3 | $853K | Buy |
25,714
+5,880
| +30% | +$195K | 0.52% | 36 |
|
2013
Q2 | $710K | Buy |
+19,834
| New | +$710K | 0.47% | 34 |
|