EWM
Executive Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-49,183
| Closed | -$5.89M | – | 192 |
|
|
2021
Q1 | $5.89M | Sell |
49,183
-4,865
| -9% | -$583K | 0.69% | 39 |
|
|
2020
Q4 | $5.92M | Buy |
54,048
+5,648
| +12% | +$618K | 0.73% | 31 |
|
|
2020
Q3 | $5.27M | Buy |
48,400
+2,782
| +6% | +$303K | 0.73% | 29 |
|
|
2020
Q2 | $4.17M | Sell |
45,618
-5,570
| -11% | -$509K | 0.63% | 34 |
|
|
2020
Q1 | $4.04M | Sell |
51,188
-4,479
| -8% | -$353K | 0.72% | 31 |
|
|
2019
Q4 | $4.84M | Buy |
+55,667
| New | +$4.84M | 0.66% | 42 |
|
|
2019
Q3 | – | Sell |
-49,503
| Closed | -$4.16M | – | 138 |
|
|
2019
Q2 | $4.16M | Buy |
49,503
+4,109
| +9% | +$346K | 0.59% | 34 |
|
|
2019
Q1 | $3.63M | Sell |
45,394
-937
| -2% | -$74.9K | 0.65% | 30 |
|
|
2018
Q4 | $3.35M | Buy |
+46,331
| New | +$3.35M | 0.59% | 30 |
|