Morling Financial Advisors’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,077
Closed -$210K 77
2023
Q1
$210K Buy
2,077
+65
+3% +$6.86K 0.23% 51
2022
Q4
$221K Buy
+2,012
New +$208K 0.28% 49
2022
Q3
Sell
-2,012
Closed -$219K 70
2022
Q2
$219K Hold
2,012
0.29% 46
2022
Q1
$238K Hold
2,012
0.3% 43
2021
Q4
$283K Buy
+2,012
New +$258K 0.27% 36

Other funds holding ABT

Morling Financial Advisors's ABT Position: Q2 2023 in Review

Morling Financial Advisors sold out of Abbott (ABT) in Q2 2023, closing a stake of 2,077 shares — an estimated $210K sold.

Morling Financial Advisors first reported a position in ABT in Q4 2021 and held it in 5 quarters. The position peaked at $283K in Q4 2021. 2,737 funds tracked by Wall St. Rank hold ABT as of Q2 2023.

  • Morling Financial Advisors reported no remaining Abbott position as of Q2 2023 after selling out during the quarter.
  • Morling Financial Advisors sold 2,077 Abbott shares in Q2 2023, an estimated $210K.
  • Morling Financial Advisors first reported a position in Abbott in Q4 2021 and held it in 5 quarters.
  • Morling Financial Advisors's Abbott position peaked at $283K in Q4 2021.
  • 2,737 funds tracked by Wall St. Rank held Abbott as of Q2 2023.

Based on Morling Financial Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.