EWM
Evercore Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Sell |
122,699
-24,640
| -17% | -$3.35M | 0.26% | 53 |
|
|
2025
Q1 | $19.5M | Sell |
147,339
-630,325
| -81% | -$83.6M | 0.31% | 50 |
|
|
2024
Q4 | $88M | Sell |
777,664
-7,565
| -1% | -$856K | 1.32% | 27 |
|
|
2024
Q3 | $89.5M | Sell |
785,229
-40,915
| -5% | -$4.66M | 1.34% | 31 |
|
|
2024
Q2 | $85.8M | Sell |
826,144
-22,030
| -3% | -$2.29M | 1.35% | 30 |
|
|
2024
Q1 | $96.4M | Buy |
848,174
+3,678
| +0.4% | +$418K | 1.51% | 25 |
|
|
2023
Q4 | $93M | Sell |
844,496
-4,140
| -0.5% | -$456K | 1.56% | 26 |
|
|
2023
Q3 | $82.2M | Buy |
848,636
+1,875
| +0.2% | +$182K | 1.54% | 26 |
|
|
2023
Q2 | $92.3M | Buy |
846,761
+3,107
| +0.4% | +$339K | 1.69% | 22 |
|
|
2023
Q1 | $85.4M | Buy |
843,654
+1,345
| +0.2% | +$136K | 1.7% | 21 |
|
|
2022
Q4 | $92.5M | Buy |
842,309
+793
| +0.1% | +$87.1K | 1.94% | 17 |
|
|
2022
Q3 | $81.4M | Buy |
841,516
+3,751
| +0.4% | +$363K | 1.84% | 17 |
|
|
2022
Q2 | $91M | Sell |
837,765
-5,586
| -0.7% | -$607K | 1.92% | 16 |
|
|
2022
Q1 | $99.8M | Buy |
843,351
+3,092
| +0.4% | +$366K | 1.77% | 17 |
|
|
2021
Q4 | $118M | Buy |
840,259
+3,840
| +0.5% | +$540K | 1.92% | 16 |
|
|
2021
Q3 | $98.8M | Sell |
836,419
-2,499
| -0.3% | -$295K | 1.79% | 17 |
|
|
2021
Q2 | $97.3M | Buy |
838,918
+22,291
| +3% | +$2.58M | 1.78% | 17 |
|
|
2021
Q1 | $97.9M | Buy |
816,627
+10,175
| +1% | +$1.22M | 1.94% | 15 |
|
|
2020
Q4 | $88.3M | Buy |
806,452
+8,302
| +1% | +$909K | 1.9% | 14 |
|
|
2020
Q3 | $86.9M | Buy |
798,150
+8,872
| +1% | +$966K | 2.13% | 12 |
|
|
2020
Q2 | $72.2M | Buy |
789,278
+7,873
| +1% | +$720K | 1.93% | 14 |
|
|
2020
Q1 | $61.7M | Buy |
781,405
+33,453
| +4% | +$2.64M | 2.03% | 14 |
|
|
2019
Q4 | $65M | Buy |
747,952
+22,818
| +3% | +$1.98M | 1.75% | 20 |
|
|
2019
Q3 | $60.7M | Buy |
725,134
+25,246
| +4% | +$2.11M | 1.78% | 18 |
|
|
2019
Q2 | $58.9M | Buy |
699,888
+45,736
| +7% | +$3.85M | 1.79% | 19 |
|
|
2019
Q1 | $52.3M | Buy |
654,152
+78,647
| +14% | +$6.29M | 1.68% | 18 |
|
|
2018
Q4 | $41.6M | Buy |
575,505
+464,293
| +417% | +$33.6M | 1.57% | 22 |
|
|
2018
Q3 | $8.16M | Sell |
111,212
-8,650
| -7% | -$635K | 0.26% | 68 |
|
|
2018
Q2 | $7.31M | Buy |
119,862
+1,169
| +1% | +$71.3K | 0.25% | 69 |
|
|
2018
Q1 | $7.11M | Sell |
118,693
-2,176
| -2% | -$130K | 0.27% | 69 |
|
|
2017
Q4 | $6.9M | Sell |
120,869
-200
| -0.2% | -$11.4K | 0.26% | 70 |
|
|
2017
Q3 | $6.46M | Sell |
121,069
-145
| -0.1% | -$7.74K | 0.25% | 74 |
|
|
2017
Q2 | $5.89M | Sell |
121,214
-1,194
| -1% | -$58K | 0.23% | 80 |
|
|
2017
Q1 | $5.44M | Sell |
122,408
-5,292
| -4% | -$235K | 0.21% | 84 |
|
|
2016
Q4 | $4.91M | Buy |
127,700
+9,715
| +8% | +$373K | 0.2% | 84 |
|
|
2016
Q3 | $4.99M | Buy |
117,985
+519
| +0.4% | +$21.9K | 0.21% | 89 |
|
|
2016
Q2 | $4.62M | Sell |
117,466
-7,712
| -6% | -$303K | 0.2% | 90 |
|
|
2016
Q1 | $5.24M | Sell |
125,178
-5,053
| -4% | -$211K | 0.23% | 83 |
|
|
2015
Q4 | $5.85M | Buy |
130,231
+3,498
| +3% | +$157K | 0.27% | 79 |
|
|
2015
Q3 | $5.09M | Buy |
126,733
+11,206
| +10% | +$450K | 0.24% | 88 |
|
|
2015
Q2 | $5.67M | Buy |
115,527
+2,410
| +2% | +$118K | 0.26% | 86 |
|
|
2015
Q1 | $5.24M | Sell |
113,117
-2,477
| -2% | -$115K | 0.24% | 91 |
|
|
2014
Q4 | $5.21M | Sell |
115,594
-959
| -0.8% | -$43.2K | 0.26% | 86 |
|
|
2014
Q3 | $4.85M | Buy |
116,553
+9,053
| +8% | +$376K | 0.24% | 91 |
|
|
2014
Q2 | $4.39M | Buy |
107,500
+10,158
| +10% | +$415K | 0.23% | 95 |
|
|
2014
Q1 | $3.75M | Sell |
97,342
-18,511
| -16% | -$713K | 0.21% | 100 |
|
|
2013
Q4 | $4.44M | Buy |
115,853
+8,660
| +8% | +$332K | 0.24% | 99 |
|
|
2013
Q3 | $3.56M | Buy |
107,193
+1,725
| +2% | +$57.2K | 0.2% | 119 |
|
|
2013
Q2 | $3.68M | Buy |
+105,468
| New | +$3.68M | 0.21% | 117 |
|