MWM
MGB Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Sell |
5,573
-706
| -11% | -$95.9K | 0.25% | 91 |
|
|
2025
Q1 | $829K | Sell |
6,279
-2
| -0% | -$264 | 0.3% | 87 |
|
|
2024
Q4 | $710K | Sell |
6,281
-9
| -0.1% | -$1.02K | 0.22% | 86 |
|
|
2024
Q3 | $714K | Sell |
6,290
-10
| -0.2% | -$1.14K | 0.26% | 86 |
|
|
2024
Q2 | $657K | Sell |
6,300
-200
| -3% | -$20.8K | 0.25% | 90 |
|
|
2024
Q1 | $739K | Sell |
6,500
-430
| -6% | -$48.9K | 0.3% | 83 |
|
|
2023
Q4 | $763K | Buy |
+6,930
| New | +$763K | 0.38% | 75 |
|