Invenio Wealth 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 | $552K | Buy |
4,062
+853
| +27% | +$116K | 0.22% | 55 |
|
2025
Q1 | $426K | Sell |
3,209
-491
| -13% | -$65.1K | 0.18% | 55 |
|
2024
Q4 | $419K | Sell |
3,700
-168
| -4% | -$19K | 0.18% | 60 |
|
2024
Q3 | $441K | Buy |
3,868
+4
| +0.1% | +$456 | 0.19% | 57 |
|
2024
Q2 | $402K | Sell |
3,864
-89
| -2% | -$9.25K | 0.2% | 54 |
|
2024
Q1 | $449K | Sell |
3,953
-295
| -7% | -$33.5K | 0.24% | 50 |
|
2023
Q4 | $468K | Sell |
4,248
-376
| -8% | -$41.4K | 0.34% | 52 |
|
2023
Q3 | $448K | Sell |
4,624
-7
| -0.2% | -$678 | 0.41% | 48 |
|
2023
Q2 | $505K | Buy |
+4,631
| New | +$505K | 0.57% | 35 |
|