Ropes Wealth Advisors’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.29M | Sell |
34,019
-3,159
| -8% | -$306K | 0.64% | 40 |
|
|
2023
Q2 | $4.05M | Buy |
37,178
+2,985
| +9% | +$325K | 0.67% | 38 |
|
|
2023
Q1 | $3.46M | Buy |
34,193
+1,869
| +6% | +$189K | 0.63% | 41 |
|
|
2022
Q4 | $3.55M | Buy |
32,324
+688
| +2% | +$75.5K | 0.64% | 37 |
|
|
2022
Q3 | $3.06M | Buy |
31,636
+3,555
| +13% | +$344K | 0.64% | 39 |
|
|
2022
Q2 | $3.05M | Buy |
28,081
+361
| +1% | +$39.2K | 0.63% | 38 |
|
|
2022
Q1 | $3.28M | Sell |
27,720
-1,542
| -5% | -$183K | 0.56% | 47 |
|
|
2021
Q4 | $4.12M | Sell |
29,262
-13,967
| -32% | -$1.97M | 0.72% | 35 |
|
|
2021
Q3 | $5.11M | Sell |
43,229
-1,297
| -3% | -$153K | 0.82% | 24 |
|
|
2021
Q2 | $5.16M | Buy |
44,526
+1,960
| +5% | +$227K | 0.82% | 27 |
|
|
2021
Q1 | $5.04M | Buy |
42,566
+5,573
| +15% | +$660K | 0.88% | 27 |
|
|
2020
Q4 | $4.05M | Sell |
36,993
-1,581
| -4% | -$173K | 0.63% | 32 |
|
|
2020
Q3 | $4.2M | Sell |
38,574
-2,894
| -7% | -$315K | 0.81% | 22 |
|
|
2020
Q2 | $3.79M | Sell |
41,468
-848
| -2% | -$77.5K | 0.77% | 26 |
|
|
2020
Q1 | $3.34M | Buy |
42,316
+866
| +2% | +$68.3K | 0.84% | 25 |
|
|
2019
Q4 | $3.6M | Sell |
41,450
-3,235
| -7% | -$281K | 0.78% | 32 |
|
|
2019
Q3 | $3.74M | Sell |
44,685
-3,130
| -7% | -$262K | 0.79% | 28 |
|
|
2019
Q2 | $4.02M | Buy |
47,815
+9,230
| +24% | +$776K | 0.85% | 27 |
|
|
2019
Q1 | $3.08M | Sell |
38,585
-2,558
| -6% | -$204K | 0.82% | 35 |
|
|
2018
Q4 | $2.98M | Buy |
41,143
+496
| +1% | +$35.9K | 0.86% | 31 |
|
|
2018
Q3 | $2.98M | Buy |
40,647
+4,750
| +13% | +$348K | 0.74% | 37 |
|
|
2018
Q2 | $2.19M | Buy |
35,897
+283
| +0.8% | +$17.3K | 0.59% | 44 |
|
|
2018
Q1 | $2.13M | Sell |
35,614
-2,318
| -6% | -$139K | 0.58% | 47 |
|
|
2017
Q4 | $2.17M | Buy |
37,932
+4,269
| +13% | +$244K | 0.57% | 50 |
|
|
2017
Q3 | $1.8M | Sell |
33,663
-2,592
| -7% | -$138K | 0.49% | 55 |
|
|
2017
Q2 | $1.76M | Buy |
36,255
+4,235
| +13% | +$206K | 0.5% | 52 |
|
|
2017
Q1 | $1.42M | Buy |
32,020
+5,834
| +22% | +$259K | 0.41% | 61 |
|
|
2016
Q4 | $1.01M | Buy |
26,186
+175
| +0.7% | +$6.72K | 0.32% | 70 |
|
|
2016
Q3 | $1.1M | Buy |
26,011
+207
| +0.8% | +$8.75K | 0.37% | 60 |
|
|
2016
Q2 | $1.01M | Buy |
25,804
+1,148
| +5% | +$45.1K | 0.35% | 61 |
|
|
2016
Q1 | $1.03M | Sell |
24,656
-618
| -2% | -$25.8K | 0.46% | 51 |
|
|
2015
Q4 | $1.14M | Hold |
25,274
| – | – | 0.5% | 47 |
|
|
2015
Q3 | $1.02M | Buy |
25,274
+95
| +0.4% | +$3.82K | 0.53% | 41 |
|
|
2015
Q2 | $1.24M | Sell |
25,179
-4,200
| -14% | -$206K | 0.67% | 36 |
|
|
2015
Q1 | $1.36M | Buy |
+29,379
| New | +$1.36M | 0.71% | 35 |
|