Pacific Capital Wealth Advisors’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,125
Closed -$127K 84
2024
Q4
$127K Hold
1,125
0.02% 104
2024
Q3
$128K Hold
1,125
0.02% 101
2024
Q2
$117K Hold
1,125
0.02% 102
2024
Q1
$128K Hold
1,125
0.03% 86
2023
Q4
$124K Buy
+1,125
New +$112K 0.03% 86
2020
Q4
Sell
-1,087
Closed -$118K 67
2020
Q3
$118K Buy
+1,087
New +$110K 0.07% 77

Other funds holding ABT

Pacific Capital Wealth Advisors's ABT Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Abbott (ABT) in Q1 2025, closing a stake of 1,125 shares — an estimated $127K sold.

Pacific Capital Wealth Advisors first reported a position in ABT in Q3 2020 and held it in 6 quarters. The position peaked at $128K in Q3 2024. 3,169 funds tracked by Wall St. Rank hold ABT as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Abbott position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1,125 Abbott shares in Q1 2025, an estimated $127K.
  • Pacific Capital Wealth Advisors first reported a position in Abbott in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Abbott position peaked at $128K in Q3 2024.
  • 3,169 funds tracked by Wall St. Rank held Abbott as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.