Monterey Private Wealth’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$442K Sell
3,335
-28
-0.8% -$3.71K 0.13% 75
2024
Q4
$380K Buy
3,363
+13
+0.4% +$1.47K 0.13% 76
2024
Q3
$382K Buy
3,350
+12
+0.4% +$1.37K 0.13% 73
2024
Q2
$347K Buy
3,338
+418
+14% +$43.4K 0.13% 74
2024
Q1
$332K Buy
2,920
+18
+0.6% +$2.05K 0.13% 78
2023
Q4
$319K Buy
2,902
+44
+2% +$4.84K 0.14% 71
2023
Q3
$277K Buy
2,858
+1
+0% +$97 0.14% 73
2023
Q2
$312K Sell
2,857
-1,484
-34% -$162K 0.15% 69
2023
Q1
$440K Buy
4,341
+740
+21% +$74.9K 0.23% 59
2022
Q4
$395K Sell
3,601
-142
-4% -$15.6K 0.21% 61
2022
Q3
$368K Sell
3,743
-23
-0.6% -$2.26K 0.22% 61
2022
Q2
$409K Buy
3,766
+139
+4% +$15.1K 0.23% 58
2022
Q1
$437K Sell
3,627
-102
-3% -$12.3K 0.21% 66
2021
Q4
$525K Sell
3,729
-333
-8% -$46.9K 0.26% 59
2021
Q3
$471K Buy
4,062
+34
+0.8% +$3.94K 0.26% 56
2021
Q2
$467K Buy
4,028
+104
+3% +$12.1K 0.27% 55
2021
Q1
$481K Buy
3,924
+1
+0% +$123 0.26% 49
2020
Q4
$430K Buy
3,923
+1
+0% +$110 0.25% 49
2020
Q3
$427K Buy
3,922
+1
+0% +$109 0.27% 47
2020
Q2
$359K Sell
3,921
-114
-3% -$10.4K 0.26% 48
2020
Q1
$318K Sell
4,035
-326
-7% -$25.7K 0.27% 45
2019
Q4
$379K Buy
+4,361
New +$379K 0.3% 47