PPWM
PFG Private Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,124
| Closed | -$149K | – | 58 |
|
|
2025
Q1 | $149K | Buy |
1,124
+94
| +9% | +$12.5K | 0.08% | 71 |
|
|
2024
Q4 | $117K | Hold |
1,030
| – | – | 0.07% | 77 |
|
|
2024
Q3 | $117K | Hold |
1,030
| – | – | 0.07% | 78 |
|
|
2024
Q2 | $107K | Hold |
1,030
| – | – | 0.06% | 78 |
|
|
2024
Q1 | $117K | Hold |
1,030
| – | – | 0.07% | 74 |
|
|
2023
Q4 | $113K | Sell |
1,030
-348
| -25% | -$38.3K | 0.08% | 69 |
|
|
2023
Q3 | $133K | Sell |
1,378
-659
| -32% | -$63.8K | 0.1% | 52 |
|
|
2023
Q2 | $222K | Buy |
2,037
+1
| +0% | +$109 | 0.13% | 43 |
|
|
2023
Q1 | $206K | Sell |
2,036
-175
| -8% | -$17.7K | 0.13% | 49 |
|
|
2022
Q4 | $243K | Sell |
2,211
-37
| -2% | -$4.07K | 0.15% | 47 |
|
|
2022
Q3 | $218K | Buy |
2,248
+21
| +0.9% | +$2.04K | 0.14% | 46 |
|
|
2022
Q2 | $242K | Buy |
2,227
+7
| +0.3% | +$761 | 0.14% | 48 |
|
|
2022
Q1 | $263K | Buy |
2,220
+1,190
| +116% | +$141K | 0.14% | 53 |
|
|
2021
Q4 | $145K | Hold |
1,030
| – | – | 0.07% | 65 |
|
|
2021
Q3 | $122K | Buy |
+1,030
| New | +$122K | 0.07% | 61 |
|