Joel Isaacson & Co’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $700K | Buy |
5,150
+1,058
| +26% | +$144K | 0.03% | 210 |
|
2025
Q1 | $543K | Buy |
4,092
+88
| +2% | +$11.7K | 0.02% | 228 |
|
2024
Q4 | $453K | Buy |
4,004
+1,957
| +96% | +$221K | 0.02% | 241 |
|
2024
Q3 | $233K | Hold |
2,047
| – | – | 0.01% | 332 |
|
2024
Q2 | $213K | Sell |
2,047
-190
| -8% | -$19.7K | 0.01% | 323 |
|
2024
Q1 | $254K | Buy |
2,237
+370
| +20% | +$42.1K | 0.01% | 293 |
|
2023
Q4 | $206K | Buy |
+1,867
| New | +$206K | 0.01% | 297 |
|
2022
Q2 | – | Sell |
-1,817
| Closed | -$211K | – | 299 |
|
2022
Q1 | $211K | Hold |
1,817
| – | – | 0.02% | 291 |
|
2021
Q4 | $256K | Sell |
1,817
-222
| -11% | -$31.3K | 0.02% | 276 |
|
2021
Q3 | $241K | Buy |
2,039
+281
| +16% | +$33.2K | 0.02% | 278 |
|
2021
Q2 | $204K | Hold |
1,758
| – | – | 0.02% | 282 |
|
2021
Q1 | $211K | Buy |
+1,758
| New | +$211K | 0.02% | 252 |
|
2020
Q1 | – | Sell |
-3,083
| Closed | -$268K | – | 194 |
|
2019
Q4 | $268K | Hold |
3,083
| – | – | 0.04% | 180 |
|
2019
Q3 | $258K | Sell |
3,083
-1,113
| -27% | -$93.1K | 0.04% | 175 |
|
2019
Q2 | $353K | Buy |
4,196
+1,052
| +33% | +$88.5K | 0.05% | 149 |
|
2019
Q1 | $251K | Sell |
3,144
-308
| -9% | -$24.6K | 0.04% | 184 |
|
2018
Q4 | $239K | Buy |
+3,452
| New | +$239K | 0.04% | 195 |
|
2017
Q1 | – | Sell |
-680
| Closed | -$26K | – | 178 |
|
2016
Q4 | $26K | Hold |
680
| – | – | 0.01% | 401 |
|
2016
Q3 | $29K | Sell |
680
-290
| -30% | -$12.4K | 0.01% | 410 |
|
2016
Q2 | $38K | Sell |
970
-756
| -44% | -$29.6K | 0.01% | 368 |
|
2016
Q1 | $72K | Sell |
1,726
-269
| -13% | -$11.2K | 0.02% | 282 |
|
2015
Q4 | $90K | Buy |
1,995
+69
| +4% | +$3.11K | 0.02% | 246 |
|
2015
Q3 | $77K | Sell |
1,926
-91
| -5% | -$3.64K | 0.02% | 261 |
|
2015
Q2 | $99K | Hold |
2,017
| – | – | 0.03% | 255 |
|
2015
Q1 | $93K | Sell |
2,017
-55
| -3% | -$2.54K | 0.02% | 264 |
|
2014
Q4 | $93K | Hold |
2,072
| – | – | 0.03% | 240 |
|
2014
Q3 | $86K | Buy |
2,072
+200
| +11% | +$8.3K | 0.03% | 229 |
|
2014
Q2 | $77K | Buy |
1,872
+1
| +0.1% | +$41 | 0.02% | 243 |
|
2014
Q1 | $72K | Buy |
1,871
+188
| +11% | +$7.24K | 0.02% | 244 |
|
2013
Q4 | $65K | Hold |
1,683
| – | – | 0.02% | 233 |
|
2013
Q3 | $56K | Sell |
1,683
-1,726
| -51% | -$57.4K | 0.02% | 239 |
|
2013
Q2 | $119K | Buy |
+3,409
| New | +$119K | 0.06% | 133 |
|