MWM
Modera Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
108,979
+62
| +0.1% | +$8.43K | 0.18% | 98 |
|
|
2025
Q1 | $14.4M | Sell |
108,917
-1,915
| -2% | -$254K | 0.2% | 98 |
|
|
2024
Q4 | $12.5M | Sell |
110,832
-627
| -0.6% | -$70.9K | 0.15% | 104 |
|
|
2024
Q3 | $12.7M | Sell |
111,459
-7,696
| -6% | -$877K | 0.16% | 100 |
|
|
2024
Q2 | $12.4M | Sell |
119,155
-6,945
| -6% | -$722K | 0.18% | 99 |
|
|
2024
Q1 | $14.3M | Sell |
126,100
-4,102
| -3% | -$466K | 0.22% | 84 |
|
|
2023
Q4 | $14.3M | Sell |
130,202
-12,317
| -9% | -$1.36M | 0.24% | 80 |
|
|
2023
Q3 | $13.8M | Buy |
142,519
+5,842
| +4% | +$566K | 0.26% | 79 |
|
|
2023
Q2 | $14.9M | Buy |
136,677
+126,503
| +1,243% | +$13.8M | 0.27% | 77 |
|
|
2023
Q1 | $1.03M | Buy |
10,174
+135
| +1% | +$13.7K | 0.04% | 157 |
|
|
2022
Q4 | $1.1M | Buy |
10,039
+71
| +0.7% | +$7.8K | 0.04% | 142 |
|
|
2022
Q3 | $965K | Sell |
9,968
-543
| -5% | -$52.6K | 0.05% | 138 |
|
|
2022
Q2 | $1.14M | Sell |
10,511
-1,344
| -11% | -$146K | 0.05% | 134 |
|
|
2022
Q1 | $1.4M | Buy |
11,855
+2,849
| +32% | +$337K | 0.06% | 128 |
|
|
2021
Q4 | $1.27M | Buy |
9,006
+220
| +3% | +$31K | 0.05% | 151 |
|
|
2021
Q3 | $1.04M | Buy |
8,786
+740
| +9% | +$87.4K | 0.05% | 104 |
|
|
2021
Q2 | $933K | Buy |
8,046
+6
| +0.1% | +$696 | 0.05% | 107 |
|
|
2021
Q1 | $964K | Sell |
8,040
-775
| -9% | -$92.9K | 0.06% | 96 |
|
|
2020
Q4 | $965K | Buy |
8,815
+2,954
| +50% | +$323K | 0.08% | 96 |
|
|
2020
Q3 | $638K | Buy |
5,861
+19
| +0.3% | +$2.07K | 0.09% | 74 |
|
|
2020
Q2 | $534K | Sell |
5,842
-15
| -0.3% | -$1.37K | 0.09% | 80 |
|
|
2020
Q1 | $462K | Buy |
5,857
+1,110
| +23% | +$87.6K | 0.1% | 84 |
|
|
2019
Q4 | $412K | Sell |
4,747
-233
| -5% | -$20.2K | 0.06% | 87 |
|
|
2019
Q3 | $417K | Hold |
4,980
| – | – | 0.07% | 87 |
|
|
2019
Q2 | $419K | Hold |
4,980
| – | – | 0.08% | 85 |
|
|
2019
Q1 | $398K | Buy |
4,980
+75
| +2% | +$5.99K | 0.07% | 86 |
|
|
2018
Q4 | $355K | Hold |
4,905
| – | – | 0.07% | 84 |
|
|
2018
Q3 | $360K | Buy |
4,905
+88
| +2% | +$6.46K | 0.07% | 90 |
|
|
2018
Q2 | $294K | Buy |
4,817
+754
| +19% | +$46K | 0.06% | 104 |
|
|
2018
Q1 | $243K | Buy |
4,063
+14
| +0.3% | +$837 | 0.05% | 110 |
|
|
2017
Q4 | $231K | Sell |
4,049
-400
| -9% | -$22.8K | 0.05% | 114 |
|
|
2017
Q3 | $237K | Hold |
4,449
| – | – | 0.05% | 113 |
|
|
2017
Q2 | $216K | Buy |
+4,449
| New | +$216K | 0.05% | 111 |
|
|
2014
Q1 | – | Sell |
-8,663
| Closed | -$332K | – | 66 |
|
|
2013
Q4 | $332K | Buy |
+8,663
| New | +$332K | 0.13% | 61 |
|