EWA
EP Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Buy |
133,184
+70,061
| +111% | +$9.53M | 0.12% | 135 |
|
|
2025
Q1 | $8.37M | Buy |
63,123
+7,713
| +14% | +$1.02M | 0.07% | 167 |
|
|
2024
Q4 | $6.27M | Sell |
55,410
-687
| -1% | -$77.7K | 0.05% | 189 |
|
|
2024
Q3 | $6.4M | Buy |
56,097
+2,809
| +5% | +$320K | 0.06% | 194 |
|
|
2024
Q2 | $5.54M | Buy |
53,288
+12,670
| +31% | +$1.32M | 0.06% | 173 |
|
|
2024
Q1 | $4.62M | Buy |
40,618
+1,278
| +3% | +$145K | 0.05% | 176 |
|
|
2023
Q4 | $4.33M | Sell |
39,340
-20,218
| -34% | -$2.23M | 0.06% | 177 |
|
|
2023
Q3 | $5.77M | Buy |
59,558
+57,813
| +3,313% | +$5.6M | 0.09% | 133 |
|
|
2023
Q2 | $6.03M | Sell |
1,745
-52,299
| -97% | -$181M | 0.09% | 132 |
|
|
2023
Q1 | $5.47M | Buy |
54,044
+10,688
| +25% | +$1.08M | 0.09% | 127 |
|
|
2022
Q4 | $4.76M | Sell |
43,356
-14,029
| -24% | -$1.54M | 0.09% | 129 |
|
|
2022
Q3 | $5.55M | Buy |
57,385
+30,440
| +113% | +$2.95M | 0.13% | 107 |
|
|
2022
Q2 | $2.93M | Buy |
26,945
+3,349
| +14% | +$364K | 0.07% | 158 |
|
|
2022
Q1 | $2.79M | Buy |
23,596
+113
| +0.5% | +$13.4K | 0.06% | 167 |
|
|
2021
Q4 | $3.31M | Buy |
23,483
+1,167
| +5% | +$164K | 0.08% | 139 |
|
|
2021
Q3 | $2.64M | Sell |
22,316
-1,848
| -8% | -$218K | 0.07% | 145 |
|
|
2021
Q2 | $2.8M | Sell |
24,164
-1,144
| -5% | -$133K | 0.08% | 154 |
|
|
2021
Q1 | $3.03M | Buy |
25,308
+13,311
| +111% | +$1.6M | 0.1% | 133 |
|
|
2020
Q4 | $1.31M | Buy |
11,997
+2,820
| +31% | +$309K | 0.05% | 162 |
|
|
2020
Q3 | $999K | Sell |
9,177
-1,320
| -13% | -$144K | 0.04% | 161 |
|
|
2020
Q2 | $960K | Sell |
10,497
-5,937
| -36% | -$543K | 0.04% | 180 |
|
|
2020
Q1 | $1.3M | Buy |
16,434
+2,977
| +22% | +$235K | 0.06% | 144 |
|
|
2019
Q4 | $1.17M | Buy |
13,457
+573
| +4% | +$49.8K | 0.05% | 172 |
|
|
2019
Q3 | $1.08M | Buy |
+12,884
| New | +$1.08M | 0.05% | 150 |
|
|
2019
Q2 | – | Sell |
-7,713
| Closed | -$617K | – | 310 |
|
|
2019
Q1 | $617K | Buy |
7,713
+2,048
| +36% | +$164K | 0.06% | 152 |
|
|
2018
Q4 | $410K | Sell |
5,665
-70
| -1% | -$5.07K | 0.03% | 185 |
|
|
2018
Q3 | $421K | Buy |
+5,735
| New | +$421K | 0.03% | 186 |
|
|
2018
Q2 | – | Sell |
-3,538
| Closed | -$212K | – | 189 |
|
|
2018
Q1 | $212K | Buy |
3,538
+25
| +0.7% | +$1.5K | 0.02% | 195 |
|
|
2017
Q4 | $200K | Buy |
+3,513
| New | +$200K | 0.02% | 190 |
|
|
2016
Q1 | – | Sell |
-5,247
| Closed | -$236K | – | 138 |
|
|
2015
Q4 | $236K | Buy |
+5,247
| New | +$236K | 0.04% | 130 |
|
|
2015
Q3 | – | Sell |
-4,098
| Closed | -$201K | – | 139 |
|
|
2015
Q2 | $201K | Buy |
+4,098
| New | +$201K | 0.04% | 113 |
|