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 |
|