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