Jeppson 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
$1.86M Sell
13,658
-5
-0% -$680 0.64% 40
2025
Q1
$1.81M Sell
13,663
-50
-0.4% -$6.63K 0.66% 40
2024
Q4
$1.55M Sell
13,713
-120
-0.9% -$13.6K 0.56% 49
2024
Q3
$1.58M Sell
13,833
-10
-0.1% -$1.14K 0.56% 46
2024
Q2
$1.44M Sell
13,843
-162
-1% -$16.8K 0.55% 49
2024
Q1
$1.59M Sell
14,005
-33
-0.2% -$3.75K 0.62% 41
2023
Q4
$1.55M Sell
14,038
-287
-2% -$31.6K 0.64% 41
2023
Q3
$1.39M Buy
14,325
+258
+2% +$25K 0.64% 37
2023
Q2
$1.53M Buy
14,067
+197
+1% +$21.5K 0.67% 35
2023
Q1
$1.4M Sell
13,870
-212
-2% -$21.5K 0.61% 38
2022
Q4
$1.55M Sell
14,082
-2,257
-14% -$248K 0.65% 34
2022
Q3
$1.58M Buy
16,339
+4,723
+41% +$457K 0.72% 28
2022
Q2
$1.26M Buy
11,616
+4,227
+57% +$459K 0.54% 42
2022
Q1
$874K Buy
7,389
+720
+11% +$85.2K 0.41% 62
2021
Q4
$939K Sell
6,669
-59
-0.9% -$8.31K 0.45% 54
2021
Q3
$794K Hold
6,728
0.41% 60
2021
Q2
$779K Buy
6,728
+1,969
+41% +$228K 0.42% 60
2021
Q1
$570K Hold
4,759
0.34% 70
2020
Q4
$521K Buy
4,759
+25
+0.5% +$2.74K 0.35% 68
2020
Q3
$515K Buy
+4,734
New +$515K 0.4% 59