JWA
JFS Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
11,772
-81
| -0.7% | -$11K | 0.1% | 114 |
|
|
2025
Q1 | $1.57M | Buy |
11,853
+132
| +1% | +$17.5K | 0.11% | 112 |
|
|
2024
Q4 | $1.33M | Sell |
11,721
-127
| -1% | -$14.4K | 0.09% | 121 |
|
|
2024
Q3 | $1.35M | Buy |
11,848
+8,125
| +218% | +$926K | 0.09% | 124 |
|
|
2024
Q2 | $387K | Sell |
3,723
-21
| -0.6% | -$2.18K | 0.03% | 168 |
|
|
2024
Q1 | $426K | Buy |
3,744
+2
| +0.1% | +$227 | 0.03% | 164 |
|
|
2023
Q4 | $412K | Buy |
3,742
+129
| +4% | +$14.2K | 0.04% | 158 |
|
|
2023
Q3 | $350K | Buy |
3,613
+1,130
| +46% | +$109K | 0.03% | 169 |
|
|
2023
Q2 | $271K | Sell |
2,483
-33
| -1% | -$3.6K | 0.02% | 189 |
|
|
2023
Q1 | $255K | Sell |
2,516
-58
| -2% | -$5.87K | 0.02% | 189 |
|
|
2022
Q4 | $283K | Sell |
2,574
-51
| -2% | -$5.6K | 0.03% | 186 |
|
|
2022
Q3 | $254K | Buy |
2,625
+58
| +2% | +$5.61K | 0.03% | 191 |
|
|
2022
Q2 | $279K | Buy |
2,567
+28
| +1% | +$3.04K | 0.03% | 180 |
|
|
2022
Q1 | $301K | Buy |
2,539
+57
| +2% | +$6.76K | 0.03% | 192 |
|
|
2021
Q4 | $349K | Buy |
2,482
+12
| +0.5% | +$1.69K | 0.03% | 181 |
|
|
2021
Q3 | $292K | Buy |
2,470
+548
| +29% | +$64.8K | 0.03% | 189 |
|
|
2021
Q2 | $223K | Hold |
1,922
| – | – | 0.03% | 160 |
|
|
2021
Q1 | $230K | Sell |
1,922
-999
| -34% | -$120K | 0.05% | 138 |
|
|
2020
Q4 | $320K | Hold |
2,921
| – | – | 0.07% | 119 |
|
|
2020
Q3 | $318K | Hold |
2,921
| – | – | 0.08% | 107 |
|
|
2020
Q2 | $267K | Hold |
2,921
| – | – | 0.07% | 119 |
|
|
2020
Q1 | $230K | Sell |
2,921
-15
| -0.5% | -$1.18K | 0.07% | 118 |
|
|
2019
Q4 | $255K | Buy |
2,936
+50
| +2% | +$4.34K | 0.06% | 126 |
|
|
2019
Q3 | $241K | Buy |
2,886
+15
| +0.5% | +$1.25K | 0.06% | 129 |
|
|
2019
Q2 | $241K | Hold |
2,871
| – | – | 0.06% | 129 |
|
|
2019
Q1 | $230K | Sell |
2,871
-35
| -1% | -$2.8K | 0.06% | 128 |
|
|
2018
Q4 | $210K | Sell |
2,906
-15
| -0.5% | -$1.08K | 0.06% | 129 |
|
|
2018
Q3 | $214K | Sell |
2,921
-50
| -2% | -$3.66K | 0.06% | 140 |
|
|
2018
Q2 | $181K | Buy |
2,971
+170
| +6% | +$10.4K | 0.05% | 143 |
|
|
2018
Q1 | $168K | Hold |
2,801
| – | – | 0.04% | 148 |
|
|
2017
Q4 | $160K | Buy |
2,801
+107
| +4% | +$6.11K | 0.04% | 156 |
|
|
2017
Q3 | $144K | Hold |
2,694
| – | – | 0.04% | 163 |
|
|
2017
Q2 | $131K | Buy |
2,694
+2,094
| +349% | +$102K | 0.04% | 156 |
|
|
2017
Q1 | $23K | Hold |
600
| – | – | 0.01% | 290 |
|
|
2016
Q4 | $23K | Hold |
600
| – | – | 0.01% | 290 |
|
|
2016
Q3 | $25K | Sell |
600
-5,800
| -91% | -$242K | 0.01% | 296 |
|
|
2016
Q2 | $252K | Buy |
6,400
+5,789
| +947% | +$228K | 0.07% | 135 |
|
|
2016
Q1 | $26K | Buy |
611
+11
| +2% | +$468 | 0.01% | 295 |
|
|
2015
Q4 | $27K | Hold |
600
| – | – | 0.01% | 298 |
|
|
2015
Q3 | $24K | Buy |
+600
| New | +$24K | 0.01% | 264 |
|