Halpern Financial’s Abbott ABT Stock Holding History

Halpern Financial’s Portfolio ABT Stock Details ABT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-174	Closed	-$19.4K	–	220
2024 Q1	$19.4K	Sell	174 -168	-49%	-$19.3K	0.01%	132
2023 Q4	$37.5K	Buy	342 +74	+28%	+$7.39K	0.01%	106
2023 Q3	$26K	Buy	+268	New	+$28.1K	0.01%	114
2023 Q1	–	Sell	-20	Closed	-$2.2K	–	181
2022 Q4	$2.2K	Hold	20	–	–	﹤0.01%	166
2022 Q3	$1.94K	Hold	20	–	–	﹤0.01%	178
2022 Q2	$2.17K	Hold	20	–	–	﹤0.01%	231
2022 Q1	$2.37K	Sell	20 -151	-88%	-$18.7K	﹤0.01%	199
2021 Q4	$24.1K	Sell	171 -130	-43%	-$16.6K	0.01%	123
2021 Q3	$35.6K	Buy	301 +130	+76%	+$16K	0.02%	84
2021 Q2	$19.8K	Sell	171 -10	-6%	-$1.17K	0.01%	102
2021 Q1	$21.7K	Hold	181	–	–	0.01%	91
2020 Q4	$19.8K	Hold	181	–	–	0.01%	83
2020 Q3	$19.7K	Hold	181	–	–	0.01%	78
2020 Q2	$16.5K	Hold	181	–	–	0.01%	81
2020 Q1	$14.3K	Sell	181 -8	-4%	-$668	0.01%	73
2019 Q4	$16.4K	Buy	+189	New	+$15.8K	0.01%	90

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Halpern Financial's ABT Position: Q2 2024 in Review

Halpern Financial sold out of Abbott (ABT) in Q2 2024, closing a stake of 174 shares — an estimated $19.4K sold.

Halpern Financial first reported a position in ABT in Q4 2019 and held it in 16 quarters. The position peaked at $37.5K in Q4 2023. 2,862 funds tracked by Wall St. Rank hold ABT as of Q2 2024.

Halpern Financial reported no remaining Abbott position as of Q2 2024 after selling out during the quarter.
Halpern Financial sold 174 Abbott shares in Q2 2024, an estimated $19.4K.
Halpern Financial first reported a position in Abbott in Q4 2019 and held it in 16 quarters.
Halpern Financial's Abbott position peaked at $37.5K in Q4 2023.
2,862 funds tracked by Wall St. Rank held Abbott as of Q2 2024.

Based on Halpern Financial's 13F filing for Q2 2024, filed 9 Jul 2024.