RWB
RMR Wealth Builders’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,556
| Closed | -$1.2M | – | 261 |
|
|
2024
Q2 | $1.2M | Sell |
11,556
-5,855
| -34% | -$608K | 0.14% | 85 |
|
|
2024
Q1 | $1.98M | Buy |
17,411
+1,499
| +9% | +$170K | 0.24% | 55 |
|
|
2023
Q4 | $1.75M | Buy |
15,912
+1,877
| +13% | +$207K | 0.25% | 46 |
|
|
2023
Q3 | $1.36M | Buy |
14,035
+4,121
| +42% | +$399K | 0.22% | 53 |
|
|
2023
Q2 | $1.08M | Sell |
9,914
-44
| -0.4% | -$4.8K | 0.18% | 61 |
|
|
2023
Q1 | $1.01M | Buy |
9,958
+87
| +0.9% | +$8.81K | 0.19% | 61 |
|
|
2022
Q4 | $1.08M | Buy |
9,871
+20
| +0.2% | +$2.2K | 0.25% | 46 |
|
|
2022
Q3 | $953K | Sell |
9,851
-57
| -0.6% | -$5.51K | 0.23% | 49 |
|
|
2022
Q2 | $1.08M | Buy |
9,908
+2,613
| +36% | +$284K | 0.27% | 55 |
|
|
2022
Q1 | $863K | Buy |
7,295
+4,346
| +147% | +$514K | 0.19% | 78 |
|
|
2021
Q4 | $415K | Sell |
2,949
-2,671
| -48% | -$376K | 0.12% | 77 |
|
|
2021
Q3 | $664K | Buy |
5,620
+84
| +2% | +$9.93K | 0.2% | 79 |
|
|
2021
Q2 | $642K | Sell |
5,536
-1,462
| -21% | -$170K | 0.21% | 81 |
|
|
2021
Q1 | $839K | Buy |
6,998
+2,577
| +58% | +$309K | 0.22% | 65 |
|
|
2020
Q4 | $484K | Sell |
4,421
-3,670
| -45% | -$402K | 0.24% | 73 |
|
|
2020
Q3 | $881K | Buy |
8,091
+3,848
| +91% | +$419K | 0.23% | 73 |
|
|
2020
Q2 | $388K | Buy |
+4,243
| New | +$388K | 0.35% | 67 |
|
|
2019
Q4 | $382K | Buy |
+4,396
| New | +$382K | 0.37% | 57 |
|