MSFP
Mark Sheptoff Financial Planning’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.79M | Buy |
42,547
+37
| +0.1% | +$5.03K | 3.08% | 7 |
|
|
2025
Q1 | $5.64M | Sell |
42,510
-100
| -0.2% | -$13.3K | 3.11% | 9 |
|
|
2024
Q4 | $4.82M | Sell |
42,610
-150
| -0.4% | -$17K | 2.59% | 9 |
|
|
2024
Q3 | $4.88M | Hold |
42,760
| – | – | 2.59% | 10 |
|
|
2024
Q2 | $4.44M | Sell |
42,760
-1,567
| -4% | -$163K | 2.48% | 9 |
|
|
2024
Q1 | $5.04M | Sell |
44,327
-525
| -1% | -$59.7K | 2.79% | 8 |
|
|
2023
Q4 | $4.94M | Sell |
44,852
-600
| -1% | -$66K | 2.97% | 8 |
|
|
2023
Q3 | $4.4M | Sell |
45,452
-3,700
| -8% | -$358K | 2.83% | 8 |
|
|
2023
Q2 | $5.36M | Sell |
49,152
-2,449
| -5% | -$267K | 3.06% | 8 |
|
|
2023
Q1 | $5.23M | Sell |
51,601
-300
| -0.6% | -$30.4K | 3.03% | 7 |
|
|
2022
Q4 | $5.7M | Sell |
51,901
-1,024
| -2% | -$112K | 3.34% | 7 |
|
|
2022
Q3 | $5.12M | Sell |
52,925
-2,150
| -4% | -$208K | 3.12% | 9 |
|
|
2022
Q2 | $5.98M | Sell |
55,075
-1,450
| -3% | -$158K | 3.44% | 7 |
|
|
2022
Q1 | $6.69M | Sell |
56,525
-100
| -0.2% | -$11.8K | 3.37% | 7 |
|
|
2021
Q4 | $7.97M | Buy |
56,625
+1
| +0% | +$141 | 3.8% | 6 |
|
|
2021
Q3 | $6.69M | Sell |
56,624
-551
| -1% | -$65.1K | 3.68% | 7 |
|
|
2021
Q2 | $6.63M | Sell |
57,175
-840
| -1% | -$97.4K | 3.55% | 8 |
|
|
2021
Q1 | $6.95M | Hold |
58,015
| – | – | 3.99% | 8 |
|
|
2020
Q4 | $6.35M | Buy |
58,015
+425
| +0.7% | +$46.5K | 3.61% | 7 |
|
|
2020
Q3 | $6.27M | Buy |
57,590
+90
| +0.2% | +$9.8K | 3.86% | 8 |
|
|
2020
Q2 | $5.26M | Sell |
57,500
-402
| -0.7% | -$36.8K | 3.41% | 7 |
|
|
2020
Q1 | $4.57M | Buy |
57,902
+7,180
| +14% | +$567K | 3.45% | 9 |
|
|
2019
Q4 | $4.41M | Sell |
50,722
-799
| -2% | -$69.4K | 2.77% | 9 |
|
|
2019
Q3 | $4.31M | Buy |
51,521
+852
| +2% | +$71.3K | 2.91% | 10 |
|
|
2019
Q2 | $4.26M | Buy |
50,669
+2,002
| +4% | +$168K | 2.91% | 10 |
|
|
2019
Q1 | $3.89M | Buy |
48,667
+1,153
| +2% | +$92.2K | 2.8% | 7 |
|
|
2018
Q4 | $3.44M | Buy |
47,514
+1,435
| +3% | +$104K | 2.86% | 8 |
|
|
2018
Q3 | $3.38M | Buy |
46,079
+1,755
| +4% | +$129K | 2.32% | 11 |
|
|
2018
Q2 | $2.7M | Sell |
44,324
-195
| -0.4% | -$11.9K | 2% | 13 |
|
|
2018
Q1 | $2.67M | Buy |
44,519
+440
| +1% | +$26.4K | 1.85% | 13 |
|
|
2017
Q4 | $2.52M | Sell |
44,079
-395
| -0.9% | -$22.5K | 1.64% | 16 |
|
|
2017
Q3 | $2.37M | Buy |
44,474
+106
| +0.2% | +$5.66K | 1.59% | 16 |
|
|
2017
Q2 | $2.16M | Sell |
44,368
-2,195
| -5% | -$107K | 1.48% | 16 |
|
|
2017
Q1 | $2.07M | Buy |
46,563
+3,729
| +9% | +$166K | 1.47% | 18 |
|
|
2016
Q4 | $1.65M | Buy |
42,834
+4
| +0% | +$154 | 1.22% | 19 |
|
|
2016
Q3 | $1.81M | Sell |
42,830
-2,295
| -5% | -$97K | 1.35% | 22 |
|
|
2016
Q2 | $1.77M | Buy |
45,125
+517
| +1% | +$20.3K | 1.33% | 22 |
|
|
2016
Q1 | $1.87M | Sell |
44,608
-669
| -1% | -$28K | 1.52% | 20 |
|
|
2015
Q4 | $2.03M | Buy |
45,277
+505
| +1% | +$22.7K | 1.65% | 18 |
|
|
2015
Q3 | $1.8M | Buy |
44,772
+139
| +0.3% | +$5.59K | 1.58% | 19 |
|
|
2015
Q2 | $2.19M | Buy |
44,633
+5,204
| +13% | +$255K | 1.77% | 13 |
|
|
2015
Q1 | $1.83M | Buy |
39,429
+1,905
| +5% | +$88.3K | 1.52% | 18 |
|
|
2014
Q4 | $1.69M | Buy |
37,524
+3,003
| +9% | +$135K | 1.49% | 16 |
|
|
2014
Q3 | $1.44M | Buy |
34,521
+2
| +0% | +$83 | 1.27% | 18 |
|
|
2014
Q2 | $1.41M | Sell |
34,519
-1,396
| -4% | -$57.1K | 1.21% | 26 |
|
|
2014
Q1 | $1.38M | Buy |
+35,915
| New | +$1.38M | 1.22% | 25 |
|