PWAG
Polaris Wealth Advisory Group’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $11M | Sell |
113,429
-7,339
| -6% | -$711K | 0.84% | 44 |
|
|
2023
Q2 | $13.2M | Sell |
120,768
-4,582
| -4% | -$500K | 1% | 40 |
|
|
2023
Q1 | $12.7M | Sell |
125,350
-7,678
| -6% | -$777K | 0.94% | 36 |
|
|
2022
Q4 | $15.1M | Buy |
+133,028
| New | +$15.1M | 1.12% | 32 |
|
|
2018
Q4 | – | Sell |
-470
| Closed | -$35K | – | 148 |
|
|
2018
Q3 | $35K | Buy |
470
+50
| +12% | +$3.72K | ﹤0.01% | 274 |
|
|
2018
Q2 | $25K | Sell |
420
-200
| -32% | -$11.9K | ﹤0.01% | 162 |
|
|
2018
Q1 | $37K | Buy |
+620
| New | +$37K | ﹤0.01% | 239 |
|