Oxford Financial Group’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,270
| Closed | -$859K | – | 296 |
|
|
2024
Q2 | $859K | Buy |
8,270
+1,808
| +28% | +$188K | 0.06% | 101 |
|
|
2024
Q1 | $734K | Sell |
6,462
-175
| -3% | -$19.9K | 0.05% | 99 |
|
|
2023
Q4 | $731K | Buy |
6,637
+457
| +7% | +$50.3K | 0.05% | 102 |
|
|
2023
Q3 | $599K | Sell |
6,180
-1,486
| -19% | -$144K | 0.05% | 104 |
|
|
2023
Q2 | $836K | Buy |
7,666
+332
| +5% | +$36.2K | 0.08% | 87 |
|
|
2023
Q1 | $743K | Sell |
7,334
-330
| -4% | -$33.4K | 0.08% | 83 |
|
|
2022
Q4 | $841K | Buy |
7,664
+821
| +12% | +$90.1K | 0.1% | 77 |
|
|
2022
Q3 | $662K | Sell |
6,843
-1,222
| -15% | -$118K | 0.1% | 82 |
|
|
2022
Q2 | $876K | Buy |
8,065
+29
| +0.4% | +$3.15K | 0.13% | 73 |
|
|
2022
Q1 | $951K | Sell |
8,036
-218
| -3% | -$25.8K | 0.12% | 78 |
|
|
2021
Q4 | $1.16M | Buy |
8,254
+282
| +4% | +$39.7K | 0.13% | 73 |
|
|
2021
Q3 | $942K | Sell |
7,972
-1,618
| -17% | -$191K | 0.12% | 76 |
|
|
2021
Q2 | $1.11M | Sell |
9,590
-619
| -6% | -$71.8K | 0.15% | 70 |
|
|
2021
Q1 | $1.22M | Sell |
10,209
-54
| -0.5% | -$6.47K | 0.17% | 53 |
|
|
2020
Q4 | $1.12M | Buy |
10,263
+6,155
| +150% | +$674K | 0.16% | 55 |
|
|
2020
Q3 | $447K | Sell |
4,108
-808
| -16% | -$87.9K | 0.07% | 100 |
|
|
2020
Q2 | $449K | Hold |
4,916
| – | – | 0.08% | 101 |
|
|
2020
Q1 | $388K | Buy |
+4,916
| New | +$388K | 0.08% | 101 |
|