Ridgecrest Wealth Partners’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Hold |
6,743
| – | – | 0.48% | 43 |
|
|
2025
Q1 | $894K | Buy |
6,743
+300
| +5% | +$39.8K | 0.47% | 44 |
|
|
2024
Q4 | $729K | Hold |
6,443
| – | – | 0.4% | 47 |
|
|
2024
Q3 | $735K | Sell |
6,443
-400
| -6% | -$45.6K | 0.38% | 48 |
|
|
2024
Q2 | $711K | Hold |
6,843
| – | – | 0.43% | 47 |
|
|
2024
Q1 | $778K | Hold |
6,843
| – | – | 0.46% | 46 |
|
|
2023
Q4 | $753K | Sell |
6,843
-300
| -4% | -$33K | 0.5% | 42 |
|
|
2023
Q3 | $692K | Sell |
7,143
-1,800
| -20% | -$174K | 0.49% | 44 |
|
|
2023
Q2 | $975K | Hold |
8,943
| – | – | 0.64% | 32 |
|
|
2023
Q1 | $906K | Hold |
8,943
| – | – | 0.65% | 32 |
|
|
2022
Q4 | $982K | Hold |
8,943
| – | – | 0.75% | 33 |
|
|
2022
Q3 | $865K | Sell |
8,943
-500
| -5% | -$48.4K | 0.71% | 33 |
|
|
2022
Q2 | $1.03M | Hold |
9,443
| – | – | 0.75% | 35 |
|
|
2022
Q1 | $1.12M | Hold |
9,443
| – | – | 0.71% | 36 |
|
|
2021
Q4 | $1.33M | Hold |
9,443
| – | – | 0.65% | 37 |
|
|
2021
Q3 | $1.12M | Buy |
9,443
+200
| +2% | +$23.6K | 0.61% | 40 |
|
|
2021
Q2 | $1.07M | Buy |
9,243
+1,948
| +27% | +$226K | 0.67% | 40 |
|
|
2021
Q1 | $874K | Buy |
+7,295
| New | +$874K | 0.83% | 39 |
|