Phillips Financial Management’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $353K | Sell |
2,595
-43
| -2% | -$5.85K | 0.03% | 155 |
|
2025
Q1 | $350K | Buy |
2,638
+497
| +23% | +$65.9K | 0.03% | 150 |
|
2024
Q4 | $242K | Buy |
2,141
+116
| +6% | +$13.1K | 0.02% | 161 |
|
2024
Q3 | $231K | Sell |
2,025
-615
| -23% | -$70.1K | 0.02% | 171 |
|
2024
Q2 | $274K | Buy |
2,640
+102
| +4% | +$10.6K | 0.02% | 155 |
|
2024
Q1 | $288K | Buy |
2,538
+435
| +21% | +$49.4K | 0.02% | 155 |
|
2023
Q4 | $231K | Buy |
+2,103
| New | +$231K | 0.02% | 158 |
|
2023
Q3 | – | Sell |
-2,100
| Closed | -$229K | – | 239 |
|
2023
Q2 | $229K | Buy |
2,100
+109
| +5% | +$11.9K | 0.02% | 155 |
|
2023
Q1 | $202K | Sell |
1,991
-22
| -1% | -$2.23K | 0.02% | 160 |
|
2022
Q4 | $221K | Buy |
+2,013
| New | +$221K | 0.02% | 144 |
|
2022
Q2 | – | Sell |
-2,120
| Closed | -$252K | – | 107 |
|
2022
Q1 | $252K | Buy |
+2,120
| New | +$252K | 0.02% | 131 |
|