MWM
MinichMacGregor Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,206
| Closed | -$132K | – | 99 |
|
|
2022
Q4 | $132K | Buy |
+1,206
| New | +$132K | 0.05% | 100 |
|
|
2020
Q4 | – | Sell |
-2,458
| Closed | -$267K | – | 80 |
|
|
2020
Q3 | $267K | Hold |
2,458
| – | – | 0.13% | 51 |
|
|
2020
Q2 | $224K | Buy |
+2,458
| New | +$224K | 0.12% | 55 |
|
|
2019
Q4 | – | Sell |
-2,627
| Closed | -$219K | – | 55 |
|
|
2019
Q3 | $219K | Buy |
+2,627
| New | +$219K | 0.15% | 46 |
|
|
2019
Q1 | – | Sell |
-29,534
| Closed | -$1.58M | – | 49 |
|
|
2018
Q4 | $1.58M | Buy |
29,534
+27,217
| +1,175% | +$1.45M | 1.08% | 34 |
|
|
2018
Q3 | $171K | Sell |
2,317
-34
| -1% | -$2.51K | 0.11% | 48 |
|
|
2018
Q2 | $143K | Sell |
2,351
-62
| -3% | -$3.77K | 0.1% | 55 |
|
|
2018
Q1 | $144K | Sell |
2,413
-15
| -0.6% | -$895 | 0.11% | 49 |
|
|
2017
Q4 | $138K | Sell |
2,428
-4
| -0.2% | -$227 | 0.11% | 53 |
|
|
2017
Q3 | $129K | Hold |
2,432
| – | – | 0.11% | 52 |
|
|
2017
Q2 | $118K | Sell |
2,432
-44
| -2% | -$2.14K | 0.1% | 56 |
|
|
2017
Q1 | $109K | Buy |
2,476
+55
| +2% | +$2.42K | 0.1% | 58 |
|
|
2016
Q4 | $92K | Buy |
2,421
+16
| +0.7% | +$608 | 0.09% | 69 |
|
|
2016
Q3 | $101K | Buy |
2,405
+265
| +12% | +$11.1K | 0.09% | 62 |
|
|
2016
Q2 | $84K | Sell |
2,140
-166
| -7% | -$6.52K | 0.08% | 75 |
|
|
2016
Q1 | $96K | Buy |
2,306
+4
| +0.2% | +$167 | 0.09% | 67 |
|
|
2015
Q4 | $111K | Buy |
+2,302
| New | +$111K | 0.1% | 53 |
|