Octavia Wealth Advisors’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$396K Sell
2,914
-694
-19% -$94.4K 0.05% 137
2025
Q1
$479K Buy
3,608
+2
+0.1% +$265 0.06% 123
2024
Q4
$408K Sell
3,606
-185
-5% -$20.9K 0.05% 131
2024
Q3
$432K Sell
3,791
-31
-0.8% -$3.53K 0.05% 132
2024
Q2
$397K Buy
3,822
+212
+6% +$22K 0.05% 141
2024
Q1
$410K Buy
3,610
+90
+3% +$10.2K 0.06% 138
2023
Q4
$387K Buy
3,520
+181
+5% +$19.9K 0.07% 143
2023
Q3
$323K Sell
3,339
-24
-0.7% -$2.32K 0.07% 137
2023
Q2
$367K Buy
3,363
+103
+3% +$11.2K 0.07% 123
2023
Q1
$330K Buy
3,260
+206
+7% +$20.9K 0.07% 120
2022
Q4
$335K Sell
3,054
-85
-3% -$9.33K 0.08% 129
2022
Q3
$304K Sell
3,139
-118
-4% -$11.4K 0.08% 124
2022
Q2
$353K Buy
3,257
+101
+3% +$10.9K 0.09% 119
2022
Q1
$374K Sell
3,156
-51
-2% -$6.04K 0.08% 121
2021
Q4
$451K Sell
3,207
-126
-4% -$17.7K 0.1% 110
2021
Q3
$393K Buy
3,333
+646
+24% +$76.2K 0.1% 111
2021
Q2
$312K Sell
2,687
-104
-4% -$12.1K 0.08% 128
2021
Q1
$334K Sell
2,791
-34
-1% -$4.07K 0.1% 125
2020
Q4
$309K Buy
+2,825
New +$309K 0.1% 125