OWA
Opal Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Buy |
3,141
+296
| +10% | +$40.3K | 0.12% | 92 |
|
|
2025
Q1 | $377K | Sell |
2,845
-96
| -3% | -$12.7K | 0.12% | 103 |
|
|
2024
Q4 | $333K | Sell |
2,941
-248
| -8% | -$28.1K | 0.1% | 118 |
|
|
2024
Q3 | $364K | Sell |
3,189
-173
| -5% | -$19.7K | 0.11% | 108 |
|
|
2024
Q2 | $349K | Sell |
3,362
-325
| -9% | -$33.8K | 0.11% | 109 |
|
|
2024
Q1 | $419K | Sell |
3,687
-469
| -11% | -$53.3K | 0.14% | 96 |
|
|
2023
Q4 | $457K | Sell |
4,156
-1,529
| -27% | -$168K | 0.18% | 85 |
|
|
2023
Q3 | $551K | Sell |
5,685
-94
| -2% | -$9.1K | 0.32% | 50 |
|
|
2023
Q2 | $630K | Buy |
5,779
+1,586
| +38% | +$173K | 0.31% | 42 |
|
|
2023
Q1 | $425K | Buy |
4,193
+28
| +0.7% | +$2.84K | 0.25% | 48 |
|
|
2022
Q4 | $457K | Buy |
4,165
+51
| +1% | +$5.6K | 0.25% | 57 |
|
|
2022
Q3 | $398K | Buy |
4,114
+912
| +28% | +$88.2K | 0.29% | 51 |
|
|
2022
Q2 | $348K | Sell |
3,202
-328
| -9% | -$35.6K | 0.23% | 58 |
|
|
2022
Q1 | $418K | Sell |
3,530
-90
| -2% | -$10.7K | 0.36% | 42 |
|
|
2021
Q4 | $509K | Buy |
3,620
+1,622
| +81% | +$228K | 0.32% | 54 |
|
|
2021
Q3 | $236K | Sell |
1,998
-52
| -3% | -$6.14K | 0.23% | 66 |
|
|
2021
Q2 | $238K | Buy |
2,050
+24
| +1% | +$2.79K | 0.22% | 67 |
|
|
2021
Q1 | $243K | Buy |
2,026
+33
| +2% | +$3.96K | 0.26% | 60 |
|
|
2020
Q4 | $218K | Buy |
+1,993
| New | +$218K | 0.27% | 64 |
|