Heritage Oak Wealth Advisors’s Abbott ABT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,774	Closed	-$201K	–	70
2024 Q4	$201K	Buy	+1,774	New	+$201K	0.09%	74
2024 Q3	–	Sell	-3,718	Closed	-$386K	–	150
2024 Q2	$386K	Buy	+3,718	New	+$386K	0.2%	70