Iams Wealth Management’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.98M Sell
14,540
-2,050
-12% -$279K 0.91% 31
2025
Q1
$2.2M Sell
16,590
-860
-5% -$114K 1.01% 32
2024
Q4
$1.97M Buy
17,450
+942
+6% +$107K 0.9% 35
2024
Q3
$1.88M Sell
16,508
-1,429
-8% -$163K 0.92% 35
2024
Q2
$1.86M Buy
17,937
+3,061
+21% +$318K 1.02% 28
2024
Q1
$1.79M Sell
14,876
-518
-3% -$62.2K 1.09% 24
2023
Q4
$1.69M Sell
15,394
-611
-4% -$67.3K 1.1% 24
2023
Q3
$1.55M Buy
+16,005
New +$1.55M 1.07% 31
2023
Q2
Sell
-13,726
Closed -$1.36M 2
2023
Q1
$1.36M Buy
13,726
+5,255
+62% +$521K 1.13% 26
2022
Q4
$930K Buy
+8,471
New +$930K 0.95% 30