Kellett Wealth Advisors’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,878
| Closed | -$213K | – | 70 |
|
|
2024
Q1 | $213K | Hold |
1,878
| – | – | 0.15% | 79 |
|
|
2023
Q4 | $207K | Sell |
1,878
-400
| -18% | -$44K | 0.15% | 75 |
|
|
2023
Q3 | $221K | Hold |
2,278
| – | – | 0.19% | 60 |
|
|
2023
Q2 | $248K | Buy |
+2,278
| New | +$248K | 0.23% | 45 |
|
|
2023
Q1 | – | Sell |
-1,905
| Closed | -$209K | – | 56 |
|
|
2022
Q4 | $209K | Buy |
+1,905
| New | +$209K | 0.2% | 50 |
|
|
2022
Q2 | – | Sell |
-1,706
| Closed | -$202K | – | 58 |
|
|
2022
Q1 | $202K | Buy |
1,706
+250
| +17% | +$29.6K | 0.16% | 63 |
|
|
2021
Q4 | $205K | Buy |
+1,456
| New | +$205K | 0.16% | 67 |
|