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MWC
MBM Wealth Consultants’s
Abbott
ABT
Stock Holding History
MBM Wealth Consultants’s Portfolio
ABT Stock Details
ABT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$4.62K
Buy
+45
New
+$5.08K
﹤0.01%
275
2023
Q2
–
Sell
-20
Closed
-$2K
–
104
2023
Q1
$2K
Hold
20
–
–
﹤0.01%
247
2022
Q4
$2K
Hold
20
–
–
﹤0.01%
302
2022
Q3
$2K
Hold
20
–
–
﹤0.01%
248
2022
Q2
$2K
Hold
20
–
–
﹤0.01%
250
2022
Q1
$2K
Hold
20
–
–
﹤0.01%
276
2021
Q4
$3K
Hold
20
–
–
﹤0.01%
258
2021
Q3
$2K
Buy
+20
New
+$2.46K
﹤0.01%
263
2021
Q1
–
Sell
-275
Closed
-$30K
–
255
2020
Q4
$30K
Hold
275
–
–
0.02%
153
2020
Q3
$30K
Hold
275
–
–
0.02%
150
2020
Q2
$25K
Buy
275
+20
+8%
+$1.81K
0.02%
147
2020
Q1
$21K
Sell
255
-20
-7%
-$1.67K
0.02%
136
2019
Q4
$24K
Hold
275
–
–
0.02%
147
2019
Q3
$23K
Buy
+275
New
+$23.4K
0.02%
142
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1-Year Est. Return
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$1.91T AUM
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$654B AUM
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
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$427B AUM
29.17%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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