Obermeyer Wealth Partners’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
14,053
+168
| +1% | +$22.9K | 0.1% | 81 |
|
|
2025
Q1 | $1.84M | Sell |
13,885
-426
| -3% | -$56.5K | 0.1% | 76 |
|
|
2024
Q4 | $1.62M | Sell |
14,311
-9,175
| -39% | -$1.04M | 0.08% | 78 |
|
|
2024
Q3 | $2.68M | Sell |
23,486
-192,954
| -89% | -$22M | 0.14% | 59 |
|
|
2024
Q2 | $22.5M | Buy |
216,440
+192,356
| +799% | +$20M | 1.29% | 31 |
|
|
2024
Q1 | $2.74M | Buy |
24,084
+9,270
| +63% | +$1.05M | 0.16% | 54 |
|
|
2023
Q4 | $1.63M | Buy |
14,814
+256
| +2% | +$28.2K | 0.11% | 56 |
|
|
2023
Q3 | $1.41M | Buy |
14,558
+173
| +1% | +$16.8K | 0.1% | 57 |
|
|
2023
Q2 | $1.57M | Sell |
14,385
-231
| -2% | -$25.2K | 0.11% | 55 |
|
|
2023
Q1 | $1.48M | Sell |
14,616
-1,299
| -8% | -$132K | 0.11% | 62 |
|
|
2022
Q4 | $1.75M | Sell |
15,915
-896
| -5% | -$98.4K | 0.13% | 57 |
|
|
2022
Q3 | $1.63M | Buy |
16,811
+1,450
| +9% | +$140K | 0.13% | 54 |
|
|
2022
Q2 | $1.67M | Buy |
15,361
+620
| +4% | +$67.4K | 0.12% | 55 |
|
|
2022
Q1 | $1.75M | Sell |
14,741
-125
| -0.8% | -$14.8K | 0.1% | 56 |
|
|
2021
Q4 | $2.09M | Buy |
14,866
+187
| +1% | +$26.3K | 0.11% | 49 |
|
|
2021
Q3 | $1.73M | Buy |
14,679
+1,138
| +8% | +$134K | 0.1% | 53 |
|
|
2021
Q2 | $1.57M | Buy |
13,541
+1,273
| +10% | +$148K | 0.09% | 60 |
|
|
2021
Q1 | $1.47M | Buy |
12,268
+4,058
| +49% | +$486K | 0.09% | 60 |
|
|
2020
Q4 | $899K | Buy |
8,210
+50
| +0.6% | +$5.48K | 0.06% | 64 |
|
|
2020
Q3 | $888K | Sell |
8,160
-236
| -3% | -$25.7K | 0.07% | 59 |
|
|
2020
Q2 | $768K | Hold |
8,396
| – | – | 0.06% | 57 |
|
|
2020
Q1 | $663K | Hold |
8,396
| – | – | 0.07% | 55 |
|
|
2019
Q4 | $729K | Sell |
8,396
-210
| -2% | -$18.2K | 0.06% | 63 |
|
|
2019
Q3 | $720K | Buy |
8,606
+57
| +0.7% | +$4.77K | 0.07% | 60 |
|
|
2019
Q2 | $719K | Buy |
8,549
+933
| +12% | +$78.5K | 0.06% | 63 |
|
|
2019
Q1 | $609K | Sell |
7,616
-400
| -5% | -$32K | 0.06% | 67 |
|
|
2018
Q4 | $580K | Hold |
8,016
| – | – | 0.06% | 65 |
|
|
2018
Q3 | $588K | Buy |
8,016
+831
| +12% | +$61K | 0.05% | 70 |
|
|
2018
Q2 | $438K | Hold |
7,185
| – | – | 0.04% | 77 |
|
|
2018
Q1 | $431K | Sell |
7,185
-70
| -1% | -$4.2K | 0.04% | 80 |
|
|
2017
Q4 | $414K | Buy |
7,255
+1,570
| +28% | +$89.6K | 0.04% | 88 |
|
|
2017
Q3 | $303K | Sell |
5,685
-450
| -7% | -$24K | 0.03% | 95 |
|
|
2017
Q2 | $298K | Hold |
6,135
| – | – | 0.03% | 97 |
|
|
2017
Q1 | $272K | Sell |
6,135
-3,771
| -38% | -$167K | 0.03% | 104 |
|
|
2016
Q4 | $380K | Sell |
9,906
-1,050
| -10% | -$40.3K | 0.04% | 93 |
|
|
2016
Q3 | $463K | Hold |
10,956
| – | – | 0.04% | 81 |
|
|
2016
Q2 | $431K | Buy |
10,956
+1,879
| +21% | +$73.9K | 0.04% | 80 |
|
|
2016
Q1 | $380K | Sell |
9,077
-759
| -8% | -$31.8K | 0.04% | 86 |
|
|
2015
Q4 | $442K | Buy |
9,836
+5
| +0.1% | +$225 | 0.04% | 81 |
|
|
2015
Q3 | $395K | Buy |
9,831
+269
| +3% | +$10.8K | 0.04% | 79 |
|
|
2015
Q2 | $469K | Sell |
9,562
-937
| -9% | -$46K | 0.04% | 84 |
|
|
2015
Q1 | $486K | Hold |
10,499
| – | – | 0.04% | 92 |
|
|
2014
Q4 | $473K | Buy |
+10,499
| New | +$473K | 0.04% | 95 |
|
|
2013
Q3 | – | Sell |
-3,011
| Closed | -$105K | – | 62 |
|
|
2013
Q2 | $105K | Buy |
+3,011
| New | +$105K | 0.03% | 80 |
|