KMWM
Keudell/Morrison Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Sell |
3,969
-22
| -0.6% | -$2.99K | 0.12% | 115 |
|
|
2025
Q1 | $529K | Sell |
3,991
-27
| -0.7% | -$3.58K | 0.12% | 106 |
|
|
2024
Q4 | $454K | Hold |
4,018
| – | – | 0.12% | 117 |
|
|
2024
Q3 | $458K | Hold |
4,018
| – | – | 0.12% | 122 |
|
|
2024
Q2 | $418K | Hold |
4,018
| – | – | 0.12% | 131 |
|
|
2024
Q1 | $457K | Sell |
4,018
-123
| -3% | -$14K | 0.14% | 121 |
|
|
2023
Q4 | $456K | Buy |
4,141
+14
| +0.3% | +$1.54K | 0.15% | 112 |
|
|
2023
Q3 | $400K | Buy |
4,127
+63
| +2% | +$6.1K | 0.12% | 115 |
|
|
2023
Q2 | $443K | Sell |
4,064
-34
| -0.8% | -$3.71K | 0.13% | 107 |
|
|
2023
Q1 | $415K | Buy |
4,098
+15
| +0.4% | +$1.52K | 0.12% | 109 |
|
|
2022
Q4 | $448K | Sell |
4,083
-328
| -7% | -$36K | 0.14% | 99 |
|
|
2022
Q3 | $427K | Sell |
4,411
-396
| -8% | -$38.3K | 0.16% | 95 |
|
|
2022
Q2 | $522K | Sell |
4,807
-1,273
| -21% | -$138K | 0.19% | 90 |
|
|
2022
Q1 | $720K | Sell |
6,080
-264
| -4% | -$31.3K | 0.3% | 78 |
|
|
2021
Q4 | $893K | Buy |
6,344
+19
| +0.3% | +$2.67K | 0.35% | 66 |
|
|
2021
Q3 | $747K | Sell |
6,325
-292
| -4% | -$34.5K | 0.32% | 76 |
|
|
2021
Q2 | $767K | Sell |
6,617
-555
| -8% | -$64.3K | 0.42% | 72 |
|
|
2021
Q1 | $859K | Buy |
7,172
+230
| +3% | +$27.5K | 0.5% | 60 |
|
|
2020
Q4 | $760K | Buy |
6,942
+41
| +0.6% | +$4.49K | 0.48% | 68 |
|
|
2020
Q3 | $751K | Sell |
6,901
-180
| -3% | -$19.6K | 0.48% | 62 |
|
|
2020
Q2 | $647K | Buy |
7,081
+111
| +2% | +$10.1K | 0.54% | 66 |
|
|
2020
Q1 | $550K | Buy |
6,970
+2,364
| +51% | +$187K | 0.54% | 66 |
|
|
2019
Q4 | $400K | Buy |
+4,606
| New | +$400K | 0.28% | 94 |
|