MSWM
McGlone Suttner Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
8,870
-96
| -1% | -$13.1K | 0.18% | 59 |
|
|
2025
Q1 | $1.19M | Buy |
8,966
+85
| +1% | +$11.3K | 0.2% | 58 |
|
|
2024
Q4 | $1M | Sell |
8,881
-117
| -1% | -$13.2K | 0.17% | 63 |
|
|
2024
Q3 | $1.03M | Sell |
8,998
-592
| -6% | -$67.5K | 0.21% | 62 |
|
|
2024
Q2 | $1.06M | Buy |
9,590
+206
| +2% | +$22.7K | 0.22% | 52 |
|
|
2024
Q1 | $1.07M | Sell |
9,384
-206
| -2% | -$23.4K | 0.2% | 59 |
|
|
2023
Q4 | $1.06M | Buy |
9,590
+41
| +0.4% | +$4.51K | 0.21% | 52 |
|
|
2023
Q3 | $925K | Buy |
9,549
+553
| +6% | +$53.6K | 0.21% | 52 |
|
|
2023
Q2 | $981K | Buy |
8,996
+310
| +4% | +$33.8K | 0.22% | 51 |
|
|
2023
Q1 | $880K | Sell |
8,686
-253
| -3% | -$25.6K | 0.23% | 46 |
|
|
2022
Q4 | $982K | Buy |
+8,939
| New | +$982K | 0.31% | 42 |
|