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 |
|