Heritage Financial Services’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Sell |
3,756
-185
| -5% | -$25.2K | 0.05% | 68 |
|
|
2025
Q1 | $523K | Buy |
3,941
+115
| +3% | +$15.3K | 0.05% | 65 |
|
|
2024
Q4 | $433K | Sell |
3,826
-702
| -16% | -$79.4K | 0.06% | 74 |
|
|
2024
Q3 | $516K | Sell |
4,528
-145
| -3% | -$16.5K | 0.07% | 63 |
|
|
2024
Q2 | $486K | Sell |
4,673
-42
| -0.9% | -$4.36K | 0.07% | 64 |
|
|
2024
Q1 | $536K | Buy |
4,715
+81
| +2% | +$9.21K | 0.08% | 58 |
|
|
2023
Q4 | $510K | Hold |
4,634
| – | – | 0.09% | 59 |
|
|
2023
Q3 | $449K | Sell |
4,634
-510
| -10% | -$49.4K | 0.09% | 51 |
|
|
2023
Q2 | $561K | Buy |
5,144
+179
| +4% | +$19.5K | 0.11% | 46 |
|
|
2023
Q1 | $503K | Sell |
4,965
-110
| -2% | -$11.1K | 0.11% | 44 |
|
|
2022
Q4 | $557K | Sell |
5,075
-122
| -2% | -$13.4K | 0.14% | 42 |
|
|
2022
Q3 | $502K | Sell |
5,197
-75
| -1% | -$7.25K | 0.3% | 35 |
|
|
2022
Q2 | $572K | Buy |
5,272
+8
| +0.2% | +$868 | 0.32% | 32 |
|
|
2022
Q1 | $623K | Buy |
5,264
+30
| +0.6% | +$3.55K | 0.41% | 34 |
|
|
2021
Q4 | $736K | Buy |
+5,234
| New | +$736K | 0.58% | 27 |
|