PWA
Phoenix Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
1,804
| – | – | 0.1% | 113 |
|
|
2025
Q1 | $239K | Sell |
1,804
-99
| -5% | -$13.1K | 0.1% | 114 |
|
|
2024
Q4 | $215K | Buy |
1,903
+38
| +2% | +$4.3K | 0.09% | 114 |
|
|
2024
Q3 | $213K | Sell |
1,865
-1,000
| -35% | -$114K | 0.1% | 117 |
|
|
2024
Q2 | $298K | Buy |
2,865
+1,061
| +59% | +$110K | 0.15% | 99 |
|
|
2024
Q1 | $205K | Buy |
+1,804
| New | +$205K | 0.12% | 110 |
|
|
2023
Q3 | – | Sell |
-1,836
| Closed | -$200K | – | 109 |
|
|
2023
Q2 | $200K | Buy |
+1,836
| New | +$200K | 0.12% | 105 |
|
|
2023
Q1 | – | Sell |
-1,836
| Closed | -$202K | – | 103 |
|
|
2022
Q4 | $202K | Buy |
+1,836
| New | +$202K | 0.12% | 108 |
|
|
2022
Q3 | – | Sell |
-1,842
| Closed | -$200K | – | 107 |
|
|
2022
Q2 | $200K | Sell |
1,842
-12
| -0.6% | -$1.3K | 0.2% | 108 |
|
|
2022
Q1 | $222K | Sell |
1,854
-400
| -18% | -$47.9K | 0.23% | 87 |
|
|
2021
Q4 | $317K | Hold |
2,254
| – | – | 0.24% | 87 |
|
|
2021
Q3 | $266K | Buy |
2,254
+339
| +18% | +$40K | 0.2% | 96 |
|
|
2021
Q2 | $228K | Buy |
1,915
+11
| +0.6% | +$1.31K | 0.16% | 113 |
|
|
2021
Q1 | $226K | Sell |
1,904
-511
| -21% | -$60.7K | 0.18% | 105 |
|
|
2020
Q4 | $264K | Buy |
+2,415
| New | +$264K | 0.2% | 85 |
|