Regent Peak Wealth Advisors’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $645K | Sell |
4,866
-7
| -0.1% | -$929 | 0.15% | 68 |
|
|
2024
Q4 | $551K | Buy |
4,873
+97
| +2% | +$11K | 0.12% | 76 |
|
|
2024
Q3 | $545K | Buy |
4,776
+80
| +2% | +$9.12K | 0.13% | 83 |
|
|
2024
Q2 | $488K | Buy |
4,696
+18
| +0.4% | +$1.87K | 0.11% | 90 |
|
|
2024
Q1 | $532K | Sell |
4,678
-954
| -17% | -$108K | 0.14% | 81 |
|
|
2023
Q4 | $620K | Sell |
5,632
-18,351
| -77% | -$2.02M | 0.17% | 75 |
|
|
2023
Q3 | $2.32M | Buy |
23,983
+138
| +0.6% | +$13.4K | 0.71% | 36 |
|
|
2023
Q2 | $2.6M | Sell |
23,845
-159
| -0.7% | -$17.3K | 0.76% | 30 |
|
|
2023
Q1 | $2.43M | Buy |
24,004
+2,128
| +10% | +$215K | 0.75% | 33 |
|
|
2022
Q4 | $2.4M | Buy |
21,876
+2,167
| +11% | +$238K | 0.79% | 30 |
|
|
2022
Q3 | $1.91M | Buy |
19,709
+323
| +2% | +$31.3K | 0.67% | 37 |
|
|
2022
Q2 | $2.11M | Buy |
19,386
+189
| +1% | +$20.5K | 0.69% | 34 |
|
|
2022
Q1 | $2.27M | Sell |
19,197
-512
| -3% | -$60.6K | 0.65% | 35 |
|
|
2021
Q4 | $2.77M | Buy |
19,709
+72
| +0.4% | +$10.1K | 0.75% | 24 |
|
|
2021
Q3 | $2.32M | Buy |
19,637
+300
| +2% | +$35.4K | 0.66% | 30 |
|
|
2021
Q2 | $2.34M | Buy |
19,337
+2,404
| +14% | +$291K | 0.65% | 31 |
|
|
2021
Q1 | $2.03M | Buy |
16,933
+12,526
| +284% | +$1.5M | 0.67% | 32 |
|
|
2020
Q4 | $483K | Buy |
4,407
+476
| +12% | +$52.2K | 0.16% | 85 |
|
|
2020
Q3 | $428K | Buy |
3,931
+149
| +4% | +$16.2K | 0.18% | 77 |
|
|
2020
Q2 | $346K | Buy |
3,782
+324
| +9% | +$29.6K | 0.16% | 83 |
|
|
2020
Q1 | $272K | Sell |
3,458
-35
| -1% | -$2.75K | 0.15% | 90 |
|
|
2019
Q4 | $303K | Buy |
+3,493
| New | +$303K | 0.14% | 96 |
|