OWA
ORBA Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,513
| Closed | -$3.38M | – | 72 |
|
|
2025
Q1 | $3.38M | Hold |
25,513
| – | – | 1.71% | 20 |
|
|
2024
Q4 | $2.89M | Sell |
25,513
-195
| -0.8% | -$22.1K | 1.51% | 25 |
|
|
2024
Q3 | $2.93M | Hold |
25,708
| – | – | 1.48% | 25 |
|
|
2024
Q2 | $2.67M | Buy |
25,708
+1,049
| +4% | +$109K | 1.38% | 25 |
|
|
2024
Q1 | $2.8M | Buy |
24,659
+2,157
| +10% | +$245K | 1.55% | 24 |
|
|
2023
Q4 | $2.48M | Buy |
+22,502
| New | +$2.48M | 1.48% | 23 |
|