San Luis 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 | – | Sell |
-2,400
| Closed | -$271K | – | 136 |
|
2024
Q4 | $271K | Sell |
2,400
-45
| -2% | -$5.08K | 0.05% | 125 |
|
2024
Q3 | $279K | Buy |
+2,445
| New | +$279K | 0.06% | 118 |
|
2023
Q4 | – | Sell |
-5,955
| Closed | -$577K | – | 60 |
|
2023
Q3 | $577K | Sell |
5,955
-11,276
| -65% | -$1.09M | 0.28% | 31 |
|
2023
Q2 | $1.88M | Sell |
17,231
-2,819
| -14% | -$307K | 0.66% | 32 |
|
2023
Q1 | $2.03M | Buy |
+20,050
| New | +$2.03M | 0.78% | 26 |
|
2022
Q2 | – | Sell |
-3,106
| Closed | -$437K | – | 68 |
|
2022
Q1 | $437K | Hold |
3,106
| – | – | 0.21% | 92 |
|
2021
Q4 | $437K | Sell |
3,106
-143
| -4% | -$20.1K | 0.45% | 51 |
|
2021
Q3 | $384K | Buy |
+3,249
| New | +$384K | 0.21% | 97 |
|
2020
Q4 | $773K | Buy |
+7,060
| New | +$773K | 0.5% | 51 |
|