Lyell Wealth Management’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.82M Buy
64,861
+4,733
+8% +$644K 0.7% 52
2025
Q1
$7.98M Buy
60,128
+2,690
+5% +$357K 0.75% 50
2024
Q4
$6.5M Sell
57,438
-272
-0.5% -$30.8K 0.58% 56
2024
Q3
$6.58M Buy
57,710
+1,646
+3% +$188K 0.6% 58
2024
Q2
$5.83M Sell
56,064
-1,067
-2% -$111K 0.56% 59
2024
Q1
$6.49M Buy
57,131
+1,773
+3% +$202K 0.66% 55
2023
Q4
$6.09M Sell
55,358
-4,635
-8% -$510K 0.69% 53
2023
Q3
$5.81M Sell
59,993
-3,130
-5% -$303K 0.78% 47
2023
Q2
$6.88M Buy
63,123
+863
+1% +$94.1K 0.88% 43
2023
Q1
$6.3M Sell
62,260
-4,245
-6% -$430K 0.88% 44
2022
Q4
$7.3M Sell
66,505
-236
-0.4% -$25.9K 1.15% 33
2022
Q3
$6.46M Buy
66,741
+197
+0.3% +$19.1K 1.1% 32
2022
Q2
$7.23M Sell
66,544
-113
-0.2% -$12.3K 1.18% 27
2022
Q1
$7.89M Buy
66,657
+406
+0.6% +$48.1K 1.02% 33
2021
Q4
$9.32M Buy
66,251
+1,401
+2% +$197K 1.06% 35
2021
Q3
$7.66M Buy
64,850
+3,162
+5% +$374K 0.93% 40
2021
Q2
$7.15M Buy
61,688
+6,651
+12% +$771K 0.89% 42
2021
Q1
$6.6M Buy
55,037
+10,920
+25% +$1.31M 0.96% 40
2020
Q4
$4.83M Buy
44,117
+11,253
+34% +$1.23M 0.77% 51
2020
Q3
$3.58M Buy
+32,864
New +$3.58M 0.67% 59