MWAC
Mariner Wealth Advisors (Cincinnati)’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $21.4M | Buy |
291,483
+21,780
| +8% | +$1.6M | 1.18% | 27 |
|
|
2018
Q2 | $16.4M | Buy |
269,703
+17,074
| +7% | +$1.04M | 0.97% | 42 |
|
|
2018
Q1 | $15.1M | Buy |
252,629
+223,941
| +781% | +$13.4M | 0.93% | 41 |
|
|
2017
Q4 | $1.64M | Sell |
28,688
-946
| -3% | -$54K | 0.1% | 101 |
|
|
2017
Q3 | $1.58M | Buy |
29,634
+563
| +2% | +$30K | 0.1% | 104 |
|
|
2017
Q2 | $1.41M | Sell |
29,071
-2,254
| -7% | -$110K | 0.1% | 108 |
|
|
2017
Q1 | $1.39M | Sell |
31,325
-2,774
| -8% | -$123K | 0.1% | 110 |
|
|
2016
Q4 | $1.31M | Sell |
34,099
-1,406
| -4% | -$54K | 0.1% | 109 |
|
|
2016
Q3 | $1.5M | Sell |
35,505
-5,138
| -13% | -$217K | 0.13% | 103 |
|
|
2016
Q2 | $1.6M | Buy |
40,643
+3,800
| +10% | +$149K | 0.14% | 97 |
|
|
2016
Q1 | $1.54M | Sell |
36,843
-5,133
| -12% | -$215K | 0.15% | 94 |
|
|
2015
Q4 | $1.89M | Buy |
+41,976
| New | +$1.89M | 0.18% | 85 |
|
|
2015
Q1 | $1.96M | Sell |
42,273
-3,505
| -8% | -$162K | 0.28% | 55 |
|
|
2014
Q4 | $2.06M | Sell |
45,778
-1,919
| -4% | -$86.4K | 0.3% | 49 |
|
|
2014
Q3 | $1.98M | Sell |
47,697
-2,579
| -5% | -$107K | 0.32% | 50 |
|
|
2014
Q2 | $2.06M | Sell |
50,276
-23,011
| -31% | -$941K | 0.32% | 51 |
|
|
2014
Q1 | $2.82M | Sell |
73,287
-169,870
| -70% | -$6.54M | 0.46% | 46 |
|
|
2013
Q4 | $9.32M | Buy |
243,157
+8,058
| +3% | +$309K | 1.54% | 35 |
|
|
2013
Q3 | $7.8M | Sell |
235,099
-38,281
| -14% | -$1.27M | 1.45% | 38 |
|
|
2013
Q2 | $9.54M | Buy |
+273,380
| New | +$9.54M | 1.89% | 26 |
|