MSWM
Mowery & Schoenfeld Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5K | Sell |
283
-141
| -33% | -$19.2K | 0.06% | 131 |
|
|
2025
Q1 | $56.2K | Buy |
424
+142
| +50% | +$18.8K | 0.11% | 124 |
|
|
2024
Q4 | $31.9K | Sell |
282
-1,021
| -78% | -$115K | 0.06% | 143 |
|
|
2024
Q3 | $296K | Hold |
1,303
| – | – | 0.47% | 31 |
|
|
2024
Q2 | $135K | Hold |
1,303
| – | – | 0.19% | 51 |
|
|
2024
Q1 | $148K | Buy |
1,303
+1,286
| +7,565% | +$146K | 0.29% | 40 |
|
|
2023
Q4 | $1.87K | Buy |
+17
| New | +$1.87K | ﹤0.01% | 144 |
|