Elwood & Goetz Wealth Advisory Group’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
2,450
-170
| -6% | -$23.1K | 0.07% | 85 |
|
|
2025
Q1 | $348K | Buy |
2,620
+400
| +18% | +$53.1K | 0.08% | 68 |
|
|
2024
Q4 | $251K | Hold |
2,220
| – | – | 0.06% | 84 |
|
|
2024
Q3 | $253K | Hold |
2,220
| – | – | 0.06% | 84 |
|
|
2024
Q2 | $231K | Hold |
2,220
| – | – | 0.07% | 75 |
|
|
2024
Q1 | $252K | Hold |
2,220
| – | – | 0.06% | 74 |
|
|
2023
Q4 | $244K | Buy |
2,220
+70
| +3% | +$7.71K | 0.05% | 72 |
|
|
2023
Q3 | $208K | Hold |
2,150
| – | – | 0.05% | 75 |
|
|
2023
Q2 | $234K | Buy |
2,150
+150
| +8% | +$16.4K | 0.05% | 63 |
|
|
2023
Q1 | $203K | Hold |
2,000
| – | – | 0.05% | 64 |
|
|
2022
Q4 | $220K | Buy |
+2,000
| New | +$220K | 0.07% | 62 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$217K | – | 62 |
|
|
2022
Q2 | $217K | Sell |
2,000
-150
| -7% | -$16.3K | 0.07% | 58 |
|
|
2022
Q1 | $254K | Hold |
2,150
| – | – | 0.08% | 57 |
|
|
2021
Q4 | $303K | Sell |
2,150
-33
| -2% | -$4.65K | 0.09% | 46 |
|
|
2021
Q3 | $258K | Buy |
2,183
+150
| +7% | +$17.7K | 0.09% | 49 |
|
|
2021
Q2 | $236K | Hold |
2,033
| – | – | 0.09% | 47 |
|
|
2021
Q1 | $244K | Buy |
2,033
+33
| +2% | +$3.96K | 0.1% | 42 |
|
|
2020
Q4 | $219K | Buy |
+2,000
| New | +$219K | 0.1% | 48 |
|