Kingswood Wealth Advisors’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.12M | Sell |
8,221
-2,197
| -21% | -$299K | 0.09% | 245 |
|
2025
Q1 | $1.38M | Sell |
10,418
-190
| -2% | -$25.2K | 0.13% | 190 |
|
2024
Q4 | $1.2M | Sell |
10,608
-11,189
| -51% | -$1.27M | 0.09% | 234 |
|
2024
Q3 | $2.48M | Buy |
21,797
+2,389
| +12% | +$272K | 0.18% | 125 |
|
2024
Q2 | $2.02M | Buy |
19,408
+707
| +4% | +$73.5K | 0.18% | 116 |
|
2024
Q1 | $2.13M | Sell |
18,701
-897
| -5% | -$102K | 0.25% | 94 |
|
2023
Q4 | $2.16M | Buy |
19,598
+15,124
| +338% | +$1.66M | 0.24% | 92 |
|
2023
Q3 | $1.39M | Sell |
4,474
-772
| -15% | -$240K | 0.24% | 113 |
|
2023
Q2 | $572K | Buy |
+5,246
| New | +$572K | 0.18% | 123 |
|