Heritage Wealth Management (Ohio)’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.09M Sell
15,334
-9
-0.1% -$1.22K 0.68% 36
2025
Q1
$2.04M Sell
15,343
-69
-0.4% -$9.15K 0.69% 33
2024
Q4
$1.74M Hold
15,412
0.58% 39
2024
Q3
$1.76M Buy
15,412
+1
+0% +$114 0.58% 36
2024
Q2
$1.6M Buy
+15,411
New +$1.6M 0.54% 43