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 |
|