Heritage 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
Q2 | $1.26M | Sell |
9,299
-538
| -5% | -$73.2K | 0.06% | 69 |
|
|
2025
Q1 | $1.3M | Sell |
9,837
-452
| -4% | -$60K | 0.07% | 69 |
|
|
2024
Q4 | $1.16M | Sell |
10,289
-457
| -4% | -$51.7K | 0.06% | 75 |
|
|
2024
Q3 | $1.23M | Buy |
10,746
+889
| +9% | +$101K | 0.06% | 76 |
|
|
2024
Q2 | $1.02M | Sell |
9,857
-898
| -8% | -$93.3K | 0.05% | 83 |
|
|
2024
Q1 | $1.22M | Sell |
10,755
-175
| -2% | -$19.9K | 0.06% | 76 |
|
|
2023
Q4 | $1.2M | Sell |
10,930
-199
| -2% | -$21.9K | 0.06% | 77 |
|
|
2023
Q3 | $1.08M | Sell |
11,129
-572
| -5% | -$55.4K | 0.06% | 73 |
|
|
2023
Q2 | $1.28M | Sell |
11,701
-555
| -5% | -$60.5K | 0.07% | 72 |
|
|
2023
Q1 | $1.24M | Sell |
12,256
-141
| -1% | -$14.3K | 0.07% | 69 |
|
|
2022
Q4 | $1.36M | Buy |
12,397
+460
| +4% | +$50.5K | 0.08% | 69 |
|
|
2022
Q3 | $1.15M | Buy |
11,937
+316
| +3% | +$30.6K | 0.08% | 68 |
|
|
2022
Q2 | $1.26M | Buy |
11,621
+3,815
| +49% | +$415K | 0.09% | 64 |
|
|
2022
Q1 | $924K | Sell |
7,806
-87
| -1% | -$10.3K | 0.05% | 88 |
|
|
2021
Q4 | $1.11M | Buy |
7,893
+598
| +8% | +$84.2K | 0.06% | 89 |
|
|
2021
Q3 | $862K | Buy |
7,295
+400
| +6% | +$47.3K | 0.05% | 96 |
|
|
2021
Q2 | $799K | Buy |
6,895
+175
| +3% | +$20.3K | 0.05% | 101 |
|
|
2021
Q1 | $805K | Hold |
6,720
| – | – | 0.05% | 101 |
|
|
2020
Q4 | $736K | Buy |
6,720
+14
| +0.2% | +$1.53K | 0.05% | 106 |
|
|
2020
Q3 | $730K | Hold |
6,706
| – | – | 0.09% | 72 |
|
|
2020
Q2 | $613K | Hold |
6,706
| – | – | 0.09% | 80 |
|
|
2020
Q1 | $529K | Buy |
6,706
+127
| +2% | +$10K | 0.09% | 79 |
|
|
2019
Q4 | $571K | Buy |
6,579
+120
| +2% | +$10.4K | 0.08% | 95 |
|
|
2019
Q3 | $540K | Buy |
6,459
+2,376
| +58% | +$199K | 0.08% | 91 |
|
|
2019
Q2 | $343K | Buy |
4,083
+300
| +8% | +$25.2K | 0.05% | 112 |
|
|
2019
Q1 | $302K | Buy |
3,783
+1
| +0% | +$80 | 0.05% | 107 |
|
|
2018
Q4 | $273K | Sell |
3,782
-134
| -3% | -$9.67K | 0.05% | 109 |
|
|
2018
Q3 | $287K | Sell |
3,916
-1
| -0% | -$73 | 0.06% | 103 |
|
|
2018
Q2 | $238K | Hold |
3,917
| – | – | 0.09% | 107 |
|
|
2018
Q1 | $235K | Sell |
3,917
-300
| -7% | -$18K | 0.1% | 100 |
|
|
2017
Q4 | $240K | Buy |
4,217
+100
| +2% | +$5.69K | 0.1% | 101 |
|
|
2017
Q3 | $219K | Buy |
4,117
+2
| +0% | +$106 | 0.11% | 98 |
|
|
2017
Q2 | $200K | Buy |
+4,115
| New | +$200K | 0.1% | 98 |
|
|
2016
Q4 | – | Sell |
-5,799
| Closed | -$245K | – | 84 |
|
|
2016
Q3 | $245K | Sell |
5,799
-1,901
| -25% | -$80.3K | 0.17% | 75 |
|
|
2016
Q2 | $304K | Hold |
7,700
| – | – | 0.21% | 66 |
|
|
2016
Q1 | $322K | Hold |
7,700
| – | – | 0.25% | 57 |
|
|
2015
Q4 | $344K | Hold |
7,700
| – | – | 0.29% | 54 |
|
|
2015
Q3 | $308K | Hold |
7,700
| – | – | 0.26% | 56 |
|
|
2015
Q2 | $378K | Buy |
7,700
+100
| +1% | +$4.91K | 0.31% | 60 |
|
|
2015
Q1 | $353K | Hold |
7,600
| – | – | 0.29% | 64 |
|
|
2014
Q4 | $344K | Buy |
+7,600
| New | +$344K | 0.31% | 66 |
|