EWM
Empirical Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Sell |
29,023
-740
| -2% | -$101K | 0.09% | 145 |
|
|
2025
Q1 | $3.95M | Buy |
29,763
+10,476
| +54% | +$1.39M | 0.1% | 145 |
|
|
2024
Q4 | $2.18M | Buy |
19,287
+1,605
| +9% | +$182K | 0.06% | 186 |
|
|
2024
Q3 | $2.02M | Buy |
17,682
+387
| +2% | +$44.1K | 0.06% | 187 |
|
|
2024
Q2 | $1.8M | Sell |
17,295
-544
| -3% | -$56.5K | 0.05% | 192 |
|
|
2024
Q1 | $2.03M | Buy |
17,839
+3,506
| +24% | +$399K | 0.06% | 177 |
|
|
2023
Q4 | $1.58M | Buy |
14,333
+1,731
| +14% | +$191K | 0.05% | 192 |
|
|
2023
Q3 | $1.22M | Sell |
12,602
-1,118
| -8% | -$108K | 0.05% | 205 |
|
|
2023
Q2 | $1.5M | Buy |
13,720
+3,417
| +33% | +$373K | 0.06% | 183 |
|
|
2023
Q1 | $1.04M | Buy |
10,303
+1,325
| +15% | +$134K | 0.05% | 211 |
|
|
2022
Q4 | $986K | Sell |
8,978
-1,358
| -13% | -$149K | 0.05% | 211 |
|
|
2022
Q3 | $1M | Buy |
10,336
+674
| +7% | +$65.2K | 0.05% | 195 |
|
|
2022
Q2 | $1.05M | Buy |
9,662
+298
| +3% | +$32.4K | 0.06% | 192 |
|
|
2022
Q1 | $1.11M | Sell |
9,364
-4,018
| -30% | -$475K | 0.06% | 194 |
|
|
2021
Q4 | $1.88M | Buy |
13,382
+1,863
| +16% | +$262K | 0.09% | 139 |
|
|
2021
Q3 | $1.36M | Buy |
11,519
+5,265
| +84% | +$622K | 0.08% | 155 |
|
|
2021
Q2 | $725K | Buy |
6,254
+302
| +5% | +$35K | 0.04% | 230 |
|
|
2021
Q1 | $713K | Buy |
5,952
+612
| +11% | +$73.3K | 0.06% | 201 |
|
|
2020
Q4 | $585K | Sell |
5,340
-112
| -2% | -$12.3K | 0.04% | 226 |
|
|
2020
Q3 | $593K | Sell |
5,452
-894
| -14% | -$97.2K | 0.05% | 189 |
|
|
2020
Q2 | $580K | Sell |
6,346
-2,642
| -29% | -$241K | 0.05% | 184 |
|
|
2020
Q1 | $709K | Sell |
8,988
-1,817
| -17% | -$143K | 0.08% | 139 |
|
|
2019
Q4 | $939K | Buy |
10,805
+728
| +7% | +$63.3K | 0.1% | 126 |
|
|
2019
Q3 | $843K | Buy |
10,077
+5,560
| +123% | +$465K | 0.1% | 122 |
|
|
2019
Q2 | $380K | Buy |
+4,517
| New | +$380K | 0.05% | 179 |
|