EWA
Encompass Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
2,488
+8
| +0.3% | +$1.09K | 0.12% | 82 |
|
|
2025
Q1 | $329K | Sell |
2,480
-130
| -5% | -$17.2K | 0.13% | 76 |
|
|
2024
Q4 | $295K | Buy |
2,610
+100
| +4% | +$11.3K | 0.12% | 85 |
|
|
2024
Q3 | $286K | Hold |
2,510
| – | – | 0.07% | 202 |
|
|
2024
Q2 | $261K | Buy |
2,510
+81
| +3% | +$8.42K | 0.07% | 197 |
|
|
2024
Q1 | $276K | Sell |
2,429
-21
| -0.9% | -$2.39K | 0.07% | 203 |
|
|
2023
Q4 | $270K | Hold |
2,450
| – | – | 0.08% | 178 |
|
|
2023
Q3 | $237K | Hold |
2,450
| – | – | 0.08% | 181 |
|
|
2023
Q2 | $267K | Buy |
2,450
+100
| +4% | +$10.9K | 0.09% | 173 |
|
|
2023
Q1 | $238K | Hold |
2,350
| – | – | 0.08% | 177 |
|
|
2022
Q4 | $258K | Buy |
2,350
+29
| +1% | +$3.18K | 0.09% | 165 |
|
|
2022
Q3 | $225K | Hold |
2,321
| – | – | 0.09% | 176 |
|
|
2022
Q2 | $252K | Sell |
2,321
-189
| -8% | -$20.5K | 0.09% | 168 |
|
|
2022
Q1 | $297K | Hold |
2,510
| – | – | 0.07% | 175 |
|
|
2021
Q4 | $353K | Hold |
2,510
| – | – | 0.09% | 168 |
|
|
2021
Q3 | $296K | Hold |
2,510
| – | – | 0.08% | 177 |
|
|
2021
Q2 | $290K | Hold |
2,510
| – | – | 0.07% | 185 |
|
|
2021
Q1 | $295K | Buy |
2,510
+70
| +3% | +$8.23K | 0.08% | 183 |
|
|
2020
Q4 | $267K | Buy |
+2,440
| New | +$267K | 0.15% | 89 |
|