QWM
QP Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,074
| Closed | -$818K | – | 69 |
|
|
2023
Q1 | $818K | Sell |
8,074
-1,642
| -17% | -$166K | 1.34% | 30 |
|
|
2022
Q4 | $1.07M | Sell |
9,716
-995
| -9% | -$109K | 1.66% | 22 |
|
|
2022
Q3 | $1.05M | Buy |
10,711
+962
| +10% | +$94.6K | 1.52% | 23 |
|
|
2022
Q2 | $1.06M | Sell |
9,749
-1,070
| -10% | -$116K | 1.45% | 23 |
|
|
2022
Q1 | $1.28M | Sell |
10,819
-95
| -0.9% | -$11.2K | 1.43% | 25 |
|
|
2021
Q4 | $1.54M | Buy |
10,914
+143
| +1% | +$20.1K | 1.63% | 23 |
|
|
2021
Q3 | $1.27M | Sell |
10,771
-8
| -0.1% | -$945 | 1.36% | 26 |
|
|
2021
Q2 | $1.25M | Buy |
10,779
+97
| +0.9% | +$11.2K | 1.28% | 27 |
|
|
2021
Q1 | $1.28M | Buy |
10,682
+30
| +0.3% | +$3.6K | 1.39% | 29 |
|
|
2020
Q4 | $1.17M | Sell |
10,652
-148
| -1% | -$16.2K | 1.29% | 27 |
|
|
2020
Q3 | $1.18M | Sell |
10,800
-395
| -4% | -$43K | 1.5% | 24 |
|
|
2020
Q2 | $1.02M | Buy |
11,195
+260
| +2% | +$23.8K | 1.42% | 26 |
|
|
2020
Q1 | $1.03M | Buy |
10,935
+190
| +2% | +$17.8K | 1.49% | 25 |
|
|
2019
Q4 | $958K | Buy |
+10,745
| New | +$958K | 1.17% | 35 |
|