Opes Wealth Management’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Sell
2,273
-581
-20% -$79K 0.05% 120
2025
Q1
$379K Buy
2,854
+80
+3% +$10.6K 0.08% 103
2024
Q4
$314K Buy
2,774
+34
+1% +$3.85K 0.06% 109
2024
Q3
$312K Buy
2,740
+16
+0.6% +$1.82K 0.06% 112
2024
Q2
$283K Sell
2,724
-300
-10% -$31.2K 0.06% 113
2024
Q1
$344K Sell
3,024
-22
-0.7% -$2.5K 0.08% 100
2023
Q4
$335K Sell
3,046
-566
-16% -$62.3K 0.08% 102
2023
Q3
$350K Buy
3,612
+45
+1% +$4.36K 0.1% 96
2023
Q2
$389K Hold
3,567
0.11% 91
2023
Q1
$361K Buy
3,567
+1,151
+48% +$117K 0.12% 83
2022
Q4
$265K Sell
2,416
-1
-0% -$110 0.1% 89
2022
Q3
$234K Hold
2,417
0.09% 84
2022
Q2
$263K Buy
2,417
+28
+1% +$3.05K 0.11% 81
2022
Q1
$283K Sell
2,389
-112
-4% -$13.3K 0.09% 89
2021
Q4
$352K Hold
2,501
0.11% 83
2021
Q3
$295K Buy
2,501
+230
+10% +$27.1K 0.1% 80
2021
Q2
$263K Buy
2,271
+3
+0.1% +$347 0.1% 76
2021
Q1
$272K Hold
2,268
0.11% 73
2020
Q4
$248K Sell
2,268
-201
-8% -$22K 0.12% 71
2020
Q3
$269K Buy
+2,469
New +$269K 0.13% 62