JSAM
J. Safra Asset Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,985
| Closed | -$216K | – | 105 |
|
|
2023
Q2 | $216K | Hold |
1,985
| – | – | 0.03% | 41 |
|
|
2023
Q1 | $201K | Buy |
+1,985
| New | +$201K | 0.03% | 45 |
|
|
2016
Q4 | – | Sell |
-545
| Closed | -$23K | – | 28 |
|
|
2016
Q3 | $23K | Hold |
545
| – | – | 0.04% | 131 |
|
|
2016
Q2 | $21K | Buy |
+545
| New | +$21K | 0.03% | 207 |
|