Holistic Financial Partners’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
2,555
-442
| -15% | -$60.1K | 0.15% | 77 |
|
|
2025
Q1 | $398K | Buy |
2,997
+11
| +0.4% | +$1.46K | 0.19% | 65 |
|
|
2024
Q4 | $338K | Buy |
2,986
+24
| +0.8% | +$2.72K | 0.17% | 77 |
|
|
2024
Q3 | $338K | Buy |
2,962
+161
| +6% | +$18.4K | 0.16% | 72 |
|
|
2024
Q2 | $291K | Sell |
2,801
-51
| -2% | -$5.3K | 0.15% | 83 |
|
|
2024
Q1 | $324K | Buy |
2,852
+22
| +0.8% | +$2.5K | 0.16% | 75 |
|
|
2023
Q4 | $311K | Buy |
2,830
+644
| +29% | +$70.9K | 0.19% | 72 |
|
|
2023
Q3 | $212K | Sell |
2,186
-13
| -0.6% | -$1.26K | 0.14% | 95 |
|
|
2023
Q2 | $240K | Buy |
2,199
+167
| +8% | +$18.2K | 0.17% | 85 |
|
|
2023
Q1 | $206K | Buy |
+2,032
| New | +$206K | 0.16% | 97 |
|
|
2019
Q2 | – | Sell |
-2,640
| Closed | -$211K | – | 85 |
|
|
2019
Q1 | $211K | Buy |
+2,640
| New | +$211K | 0.09% | 108 |
|
|
2018
Q2 | – | Sell |
-2,597
| Closed | -$156K | – | 37 |
|
|
2018
Q1 | $156K | Sell |
2,597
-19
| -0.7% | -$1.14K | 0.13% | 87 |
|
|
2017
Q4 | $149K | Buy |
+2,616
| New | +$149K | 0.12% | 89 |
|