Phillips Wealth Planners’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.02M | Buy |
7,648
+29
| +0.4% | +$3.87K | 0.92% | 27 |
|
2025
Q1 | $967K | Sell |
7,619
-20
| -0.3% | -$2.54K | 1.02% | 24 |
|
2024
Q4 | $858K | Sell |
7,639
-5
| -0.1% | -$562 | 0.86% | 29 |
|
2024
Q3 | $901K | Buy |
7,644
+297
| +4% | +$35K | 0.86% | 27 |
|
2024
Q2 | $757K | Sell |
7,347
-162
| -2% | -$16.7K | 0.8% | 31 |
|
2024
Q1 | $820K | Buy |
7,509
+86
| +1% | +$9.39K | 0.94% | 22 |
|
2023
Q4 | $846K | Sell |
7,423
-161
| -2% | -$18.4K | 1.02% | 22 |
|
2023
Q3 | $724K | Buy |
7,584
+1,576
| +26% | +$150K | 0.98% | 29 |
|
2023
Q2 | $655K | Buy |
6,008
+618
| +11% | +$67.4K | 0.86% | 36 |
|
2023
Q1 | $599K | Buy |
+5,390
| New | +$599K | 0.79% | 42 |
|