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