KWB Wealth’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,521
| Closed | -$287K | – | 150 |
|
|
2024
Q4 | $287K | Sell |
2,521
-232
| -8% | -$26.5K | 0.04% | 125 |
|
|
2024
Q3 | $286K | Sell |
2,753
-853
| -24% | -$88.6K | 0.04% | 107 |
|
|
2024
Q2 | $410K | Sell |
3,606
-64
| -2% | -$7.27K | 0.06% | 85 |
|
|
2024
Q1 | $417K | Sell |
3,670
-331
| -8% | -$37.6K | 0.06% | 86 |
|
|
2023
Q4 | $440K | Sell |
4,001
-550
| -12% | -$60.5K | 0.06% | 80 |
|
|
2023
Q3 | $496K | Sell |
4,551
-274
| -6% | -$29.9K | 0.08% | 73 |
|
|
2023
Q2 | $526K | Buy |
4,825
+857
| +22% | +$93.4K | 0.08% | 70 |
|
|
2023
Q1 | $436K | Hold |
3,968
| – | – | 0.08% | 78 |
|
|
2022
Q4 | $436K | Buy |
3,968
+10
| +0.3% | +$1.1K | 0.08% | 71 |
|
|
2022
Q3 | $383K | Buy |
3,958
+108
| +3% | +$10.5K | 0.08% | 71 |
|
|
2022
Q2 | $418K | Buy |
3,850
+488
| +15% | +$53K | 0.08% | 69 |
|
|
2022
Q1 | $473K | Hold |
3,362
| – | – | 0.08% | 59 |
|
|
2021
Q4 | $473K | Buy |
3,362
+7
| +0.2% | +$985 | 0.08% | 59 |
|
|
2021
Q3 | $396K | Buy |
3,355
+437
| +15% | +$51.6K | 0.07% | 64 |
|
|
2021
Q2 | $350K | Hold |
2,918
| – | – | 0.07% | 59 |
|
|
2021
Q1 | $350K | Buy |
2,918
+325
| +13% | +$39K | 0.07% | 59 |
|
|
2020
Q4 | $284K | Buy |
+2,593
| New | +$284K | 0.06% | 64 |
|