Institutional & Family Asset Management’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$3.85M Sell
37,004
-812
-2% -$86.1K 0.59% 59
2024
Q1
$4.3M Sell
37,816
-2,996
-7% -$343K 0.69% 57
2023
Q4
$4.49M Sell
40,812
-168
-0.4% -$16.8K 0.74% 37
2023
Q3
$3.97M Buy
40,980
+286
+0.7% +$30K 0.65% 55
2023
Q2
$4.44M Sell
40,694
-6,661
-14% -$710K 0.72% 47
2023
Q1
$4.8M Buy
47,355
+1,968
+4% +$208K 0.79% 39
2022
Q4
$4.98M Sell
45,387
-96
-0.2% -$9.94K 0.83% 32
2022
Q3
$4.4M Buy
45,483
+7,762
+21% +$827K 0.78% 37
2022
Q2
$4.1M Buy
37,721
+1,507
+4% +$171K 0.71% 39
2022
Q1
$4.29M Buy
36,214
+609
+2% +$75.5K 0.67% 37
2021
Q4
$5.01M Sell
35,605
-7,203
-17% -$922K 0.78% 23
2021
Q3
$5.06M Sell
42,808
-2,308
-5% -$284K 0.81% 21
2021
Q2
$5.23M Buy
45,116
+7,371
+20% +$859K 0.86% 19
2021
Q1
$4.52M Buy
37,745
+2,007
+6% +$238K 0.88% 19
2020
Q4
$3.91M Buy
35,738
+3,283
+10% +$357K 0.82% 24
2020
Q3
$3.53M Sell
32,455
-10,156
-24% -$1.03M 0.82% 24
2020
Q2
$3.9M Sell
42,611
-4,174
-9% -$377K 0.81% 26
2020
Q1
$3.69M Buy
46,785
+3,648
+8% +$304K 0.85% 27
2019
Q4
$3.75M Sell
43,137
-4,136
-9% -$346K 0.79% 33
2019
Q3
$3.96M Sell
47,273
-2,394
-5% -$203K 0.87% 31
2019
Q2
$4.18M Sell
49,667
-1,031
-2% -$81.2K 0.9% 23
2019
Q1
$4.05M Sell
50,698
-819
-2% -$60.9K 0.85% 29
2018
Q4
$3.73M Sell
51,517
-9,986
-16% -$702K 0.84% 28
2018
Q3
$4.51M Sell
61,503
-606
-1% -$39.8K 0.89% 26
2018
Q2
$3.79M Sell
62,109
-3,138
-5% -$190K 0.79% 28
2018
Q1
$3.91M Sell
65,247
-11,578
-15% -$698K 0.83% 27
2017
Q4
$4.38M Sell
76,825
-7,408
-9% -$411K 0.84% 44
2017
Q3
$4.5M Buy
84,233
+1,152
+1% +$57.8K 0.9% 24
2017
Q2
$4.04M Sell
83,081
-7,344
-8% -$332K 0.99% 28
2017
Q1
$4.02M Buy
90,425
+4,352
+5% +$188K 1.25% 23
2016
Q4
$3.31M Buy
86,073
+1,522
+2% +$60.4K 1.04% 54
2016
Q3
$3.58M Buy
84,551
+7,296
+9% +$313K 1.19% 34
2016
Q2
$3.04M Buy
77,255
+17,017
+28% +$677K 1.06% 54
2016
Q1
$2.71M Sell
60,238
-145
-0.2% -$5.75K 1.01% 35
2015
Q4
$2.71M Buy
+60,383
New +$2.67M 1.01% 34

Other funds holding ABT

Institutional & Family Asset Management's ABT Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Abbott (ABT) stake by 2.1% in Q2 2024, selling an estimated $86.1K and leaving 37,004 shares worth $3.85M. The position accounts for 0.59% of the portfolio, ranked #59.

Institutional & Family Asset Management first reported a position in ABT in Q4 2015 and has held it in 35 quarters since. The position peaked at $5.23M in Q2 2021. 2,861 funds tracked by Wall St. Rank hold ABT as of Q2 2024.

  • Institutional & Family Asset Management held 37,004 shares of Abbott worth $3.85M as of Q2 2024.
  • Institutional & Family Asset Management sold 812 Abbott shares in Q2 2024, an estimated $86.1K.
  • Abbott made up 0.59% of Institutional & Family Asset Management's portfolio in Q2 2024, its #59 holding.
  • Institutional & Family Asset Management first reported a position in Abbott in Q4 2015 and has held it in 35 quarters since.
  • Institutional & Family Asset Management's Abbott position peaked at $5.23M in Q2 2021.
  • 2,861 funds tracked by Wall St. Rank held Abbott as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.