Optimum Investment 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 | $371K | Sell |
2,725
-16
| -0.6% | -$2.18K | 0.16% | 118 |
|
2025
Q1 | $364K | Buy |
2,741
+16
| +0.6% | +$2.12K | 0.17% | 120 |
|
2024
Q4 | $308K | Hold |
2,725
| – | – | 0.14% | 140 |
|
2024
Q3 | $311K | Hold |
2,725
| – | – | 0.13% | 150 |
|
2024
Q2 | $283K | Hold |
2,725
| – | – | 0.13% | 152 |
|
2024
Q1 | $310K | Hold |
2,725
| – | – | 0.14% | 151 |
|
2023
Q4 | $300K | Sell |
2,725
-676
| -20% | -$74.4K | 0.15% | 144 |
|
2023
Q3 | $329K | Buy |
3,401
+1
| +0% | +$97 | 0.17% | 131 |
|
2023
Q2 | $371K | Hold |
3,400
| – | – | 0.18% | 127 |
|
2023
Q1 | $344K | Sell |
3,400
-773
| -19% | -$78.3K | 0.18% | 129 |
|
2022
Q4 | $458K | Sell |
4,173
-475
| -10% | -$52.2K | 0.25% | 99 |
|
2022
Q3 | $450K | Sell |
4,648
-475
| -9% | -$46K | 0.24% | 98 |
|
2022
Q2 | $557K | Hold |
5,123
| – | – | 0.28% | 82 |
|
2022
Q1 | $606K | Sell |
5,123
-689
| -12% | -$81.5K | 0.26% | 91 |
|
2021
Q4 | $818K | Hold |
5,812
| – | – | 0.32% | 69 |
|
2021
Q3 | $687K | Sell |
5,812
-350
| -6% | -$41.4K | 0.29% | 81 |
|
2021
Q2 | $714K | Sell |
6,162
-700
| -10% | -$81.1K | 0.22% | 96 |
|
2021
Q1 | $822K | Hold |
6,862
| – | – | 0.24% | 94 |
|
2020
Q4 | $751K | Sell |
6,862
-922
| -12% | -$101K | 0.23% | 101 |
|
2020
Q3 | $847K | Sell |
7,784
-776
| -9% | -$84.4K | 0.28% | 79 |
|
2020
Q2 | $783K | Buy |
8,560
+217
| +3% | +$19.8K | 0.27% | 81 |
|
2020
Q1 | $658K | Sell |
8,343
-1,593
| -16% | -$126K | 0.27% | 84 |
|
2019
Q4 | $863K | Sell |
9,936
-510
| -5% | -$44.3K | 0.26% | 100 |
|
2019
Q3 | $874K | Sell |
10,446
-100
| -0.9% | -$8.37K | 0.28% | 93 |
|
2019
Q2 | $887K | Sell |
10,546
-275
| -3% | -$23.1K | 0.29% | 88 |
|
2019
Q1 | $865K | Sell |
10,821
-350
| -3% | -$28K | 0.28% | 85 |
|
2018
Q4 | $808K | Sell |
11,171
-250
| -2% | -$18.1K | 0.28% | 90 |
|
2018
Q3 | $838K | Sell |
11,421
-2,166
| -16% | -$159K | 0.23% | 112 |
|
2018
Q2 | $829K | Sell |
13,587
-125
| -0.9% | -$7.63K | 0.24% | 111 |
|
2018
Q1 | $822K | Sell |
13,712
-100
| -0.7% | -$6K | 0.24% | 108 |
|
2017
Q4 | $788K | Hold |
13,812
| – | – | 0.25% | 115 |
|
2017
Q3 | $737K | Buy |
13,812
+113
| +0.8% | +$6.03K | 0.25% | 120 |
|
2017
Q2 | $666K | Sell |
13,699
-375
| -3% | -$18.2K | 0.23% | 132 |
|
2017
Q1 | $625K | Buy |
14,074
+2,126
| +18% | +$94.4K | 0.22% | 133 |
|
2016
Q4 | $459K | Sell |
11,948
-13,400
| -53% | -$515K | 0.17% | 154 |
|
2016
Q3 | $1.07M | Buy |
25,348
+150
| +0.6% | +$6.34K | 0.4% | 72 |
|
2016
Q2 | $991K | Sell |
25,198
-700
| -3% | -$27.5K | 0.38% | 76 |
|
2016
Q1 | $1.08M | Sell |
25,898
-5,340
| -17% | -$223K | 0.43% | 66 |
|
2015
Q4 | $1.4M | Hold |
31,238
| – | – | 0.54% | 49 |
|
2015
Q3 | $1.26M | Buy |
+31,238
| New | +$1.26M | 0.51% | 53 |
|
2015
Q1 | $1.47M | Sell |
31,638
-1,000
| -3% | -$46.3K | 0.46% | 49 |
|
2014
Q4 | $1.47M | Buy |
32,638
+15,908
| +95% | +$716K | 0.47% | 48 |
|
2014
Q3 | $699K | Sell |
16,730
-2,700
| -14% | -$113K | 0.23% | 118 |
|
2014
Q2 | $794K | Buy |
19,430
+1,500
| +8% | +$61.3K | 0.26% | 109 |
|
2014
Q1 | $690K | Sell |
17,930
-197
| -1% | -$7.58K | 0.26% | 113 |
|
2013
Q4 | $695K | Sell |
18,127
-1,636
| -8% | -$62.7K | 0.26% | 107 |
|
2013
Q3 | $656K | Buy |
+19,763
| New | +$656K | 0.27% | 103 |
|