First Personal Financial Services’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $392K | Sell |
3,438
-189
| -5% | -$20.7K | 0.08% | 96 |
|
|
2024
Q2 | $377K | Sell |
3,627
-100
| -3% | -$10.6K | 0.09% | 95 |
|
|
2024
Q1 | $424K | Sell |
3,727
-133
| -3% | -$15.2K | 0.1% | 90 |
|
|
2023
Q4 | $425K | Sell |
3,860
-10
| -0.3% | -$999 | 0.1% | 85 |
|
|
2023
Q3 | $375K | Sell |
3,870
-108
| -3% | -$11.3K | 0.1% | 87 |
|
|
2023
Q2 | $434K | Hold |
3,978
| – | – | 0.11% | 80 |
|
|
2023
Q1 | $403K | Sell |
3,978
-83
| -2% | -$8.76K | 0.1% | 82 |
|
|
2022
Q4 | $446K | Sell |
4,061
-385
| -9% | -$39.9K | 0.12% | 81 |
|
|
2022
Q3 | $430K | Buy |
4,446
+347
| +8% | +$37K | 0.13% | 83 |
|
|
2022
Q2 | $445K | Sell |
4,099
-25
| -0.6% | -$2.84K | 0.12% | 79 |
|
|
2022
Q1 | $488K | Sell |
4,124
-803
| -16% | -$99.5K | 0.11% | 82 |
|
|
2021
Q4 | $693K | Sell |
4,927
-23
| -0.5% | -$2.94K | 0.16% | 77 |
|
|
2021
Q3 | $585K | Hold |
4,950
| – | – | 0.15% | 79 |
|
|
2021
Q2 | $574K | Sell |
4,950
-320
| -6% | -$37.3K | 0.15% | 77 |
|
|
2021
Q1 | $632K | Sell |
5,270
-824
| -14% | -$97.6K | 0.17% | 73 |
|
|
2020
Q4 | $667K | Sell |
6,094
-166
| -3% | -$18K | 0.19% | 70 |
|
|
2020
Q3 | $681K | Sell |
6,260
-120
| -2% | -$12.2K | 0.22% | 66 |
|
|
2020
Q2 | $583K | Sell |
6,380
-32
| -0.5% | -$2.89K | 0.2% | 70 |
|
|
2020
Q1 | $506K | Sell |
6,412
-396
| -6% | -$33K | 0.2% | 72 |
|
|
2019
Q4 | $591K | Sell |
6,808
-1,037
| -13% | -$86.9K | 0.19% | 77 |
|
|
2019
Q3 | $656K | Sell |
7,845
-5,971
| -43% | -$507K | 0.2% | 77 |
|
|
2019
Q2 | $1.16M | Sell |
13,816
-404
| -3% | -$31.8K | 0.33% | 69 |
|
|
2019
Q1 | $1.14M | Sell |
14,220
-351
| -2% | -$26.1K | 0.35% | 66 |
|
|
2018
Q4 | $1.05M | Sell |
14,571
-325
| -2% | -$22.8K | 0.36% | 66 |
|
|
2018
Q3 | $1.09M | Buy |
14,896
+119
| +0.8% | +$7.81K | 0.35% | 68 |
|
|
2018
Q2 | $901K | Sell |
14,777
-3,583
| -20% | -$217K | 0.3% | 74 |
|
|
2018
Q1 | $1.1M | Sell |
18,360
-630
| -3% | -$38K | 0.24% | 96 |
|
|
2017
Q4 | $1.08M | Buy |
18,990
+965
| +5% | +$53.5K | 0.21% | 102 |
|
|
2017
Q3 | $962K | Sell |
18,025
-1,212
| -6% | -$60.8K | 0.2% | 100 |
|
|
2017
Q2 | $935K | Buy |
19,237
+5,985
| +45% | +$271K | 0.2% | 103 |
|
|
2017
Q1 | $589K | Buy |
13,252
+1,135
| +9% | +$49.1K | 0.14% | 114 |
|
|
2016
Q4 | $466K | Buy |
12,117
+607
| +5% | +$24.1K | 0.12% | 126 |
|
|
2016
Q3 | $486K | Sell |
11,510
-259
| -2% | -$11.1K | 0.14% | 117 |
|
|
2016
Q2 | $463K | Sell |
11,769
-72
| -0.6% | -$2.87K | 0.16% | 111 |
|
|
2016
Q1 | $495K | Sell |
11,841
-714
| -6% | -$28.3K | 0.24% | 87 |
|
|
2015
Q4 | $564K | Buy |
12,555
+302
| +2% | +$13.3K | 0.32% | 79 |
|
|
2015
Q3 | $493K | Buy |
12,253
+662
| +6% | +$31.2K | 0.3% | 81 |
|
|
2015
Q2 | $569K | Buy |
11,591
+1,110
| +11% | +$53.3K | 0.34% | 79 |
|
|
2015
Q1 | $486K | Sell |
10,481
-2,535
| -19% | -$116K | 0.29% | 86 |
|
|
2014
Q4 | $585K | Buy |
+13,016
| New | +$567K | 0.34% | 81 |
|
Other funds holding ABT
First Personal Financial Services's ABT Position: Q3 2024 in Review
First Personal Financial Services reduced its Abbott (ABT) stake by 5.2% in Q3 2024, selling an estimated $20.7K and leaving 3,438 shares worth $392K. The position accounts for 0.08% of the portfolio, ranked #96.
First Personal Financial Services first reported a position in ABT in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.16M in Q2 2019. 2,896 funds tracked by Wall St. Rank hold ABT as of Q3 2024.
- First Personal Financial Services held 3,438 shares of Abbott worth $392K as of Q3 2024.
- First Personal Financial Services sold 189 Abbott shares in Q3 2024, an estimated $20.7K.
- Abbott made up 0.08% of First Personal Financial Services's portfolio in Q3 2024, its #96 holding.
- First Personal Financial Services first reported a position in Abbott in Q4 2014 and has held it in 40 quarters since.
- First Personal Financial Services's Abbott position peaked at $1.16M in Q2 2019.
- 2,896 funds tracked by Wall St. Rank held Abbott as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.