Evermay Wealth Management’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Hold |
3,498
| – | – | 0.06% | 130 |
|
|
2025
Q1 | $464K | Hold |
3,498
| – | – | 0.06% | 128 |
|
|
2024
Q4 | $396K | Hold |
3,498
| – | – | 0.06% | 139 |
|
|
2024
Q3 | $399K | Hold |
3,498
| – | – | 0.06% | 139 |
|
|
2024
Q2 | $363K | Sell |
3,498
-50
| -1% | -$5.2K | 0.06% | 150 |
|
|
2024
Q1 | $403K | Buy |
3,548
+117
| +3% | +$13.3K | 0.06% | 145 |
|
|
2023
Q4 | $378K | Buy |
3,431
+22
| +0.6% | +$2.42K | 0.07% | 125 |
|
|
2023
Q3 | $330K | Buy |
3,409
+27
| +0.8% | +$2.62K | 0.07% | 124 |
|
|
2023
Q2 | $369K | Sell |
3,382
-537
| -14% | -$58.5K | 0.07% | 123 |
|
|
2023
Q1 | $397K | Sell |
3,919
-470
| -11% | -$47.6K | 0.08% | 115 |
|
|
2022
Q4 | $482K | Sell |
4,389
-10
| -0.2% | -$1.1K | 0.1% | 101 |
|
|
2022
Q3 | $426K | Hold |
4,399
| – | – | 0.08% | 100 |
|
|
2022
Q2 | $478K | Sell |
4,399
-1,379
| -24% | -$150K | 0.09% | 92 |
|
|
2022
Q1 | $684K | Buy |
5,778
+1,971
| +52% | +$233K | 0.11% | 86 |
|
|
2021
Q4 | $536K | Sell |
3,807
-151
| -4% | -$21.3K | 0.1% | 92 |
|
|
2021
Q3 | $468K | Buy |
3,958
+80
| +2% | +$9.46K | 0.09% | 93 |
|
|
2021
Q2 | $450K | Hold |
3,878
| – | – | 0.08% | 104 |
|
|
2021
Q1 | $465K | Hold |
3,878
| – | – | 0.09% | 94 |
|
|
2020
Q4 | $425K | Hold |
3,878
| – | – | 0.09% | 101 |
|
|
2020
Q3 | $422K | Buy |
3,878
+66
| +2% | +$7.18K | 0.1% | 92 |
|
|
2020
Q2 | $349K | Hold |
3,812
| – | – | 0.09% | 102 |
|
|
2020
Q1 | $301K | Hold |
3,812
| – | – | 0.09% | 103 |
|
|
2019
Q4 | $331K | Hold |
3,812
| – | – | 0.08% | 115 |
|
|
2019
Q3 | $319K | Buy |
+3,812
| New | +$319K | 0.09% | 110 |
|
|
2016
Q1 | – | Sell |
-5,882
| Closed | -$264K | – | 74 |
|
|
2015
Q4 | $264K | Sell |
5,882
-540
| -8% | -$24.2K | 0.16% | 58 |
|
|
2015
Q3 | $258K | Hold |
6,422
| – | – | 0.15% | 66 |
|
|
2015
Q2 | $315K | Sell |
6,422
-100
| -2% | -$4.91K | 0.19% | 56 |
|
|
2015
Q1 | $302K | Sell |
6,522
-1,315
| -17% | -$60.9K | 0.18% | 63 |
|
|
2014
Q4 | $353K | Buy |
7,837
+411
| +6% | +$18.5K | 0.23% | 55 |
|
|
2014
Q3 | $309K | Buy |
7,426
+1,478
| +25% | +$61.5K | 0.27% | 60 |
|
|
2014
Q2 | $243K | Buy |
+5,948
| New | +$243K | 0.21% | 70 |
|