Sax 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
Q2 | $935K | Buy |
6,872
+770
| +13% | +$105K | 0.06% | 182 |
|
|
2025
Q1 | $809K | Buy |
6,102
+442
| +8% | +$58.6K | 0.06% | 166 |
|
|
2024
Q4 | $640K | Buy |
+5,660
| New | +$640K | 0.05% | 166 |
|
|
2024
Q3 | – | Sell |
-5,282
| Closed | -$549K | – | 289 |
|
|
2024
Q2 | $549K | Buy |
+5,282
| New | +$549K | 0.05% | 135 |
|
|
2024
Q1 | – | Sell |
-4,565
| Closed | -$502K | – | 192 |
|
|
2023
Q4 | $502K | Buy |
4,565
+13
| +0.3% | +$1.43K | 0.08% | 121 |
|
|
2023
Q3 | $441K | Buy |
4,552
+17
| +0.4% | +$1.65K | 0.09% | 120 |
|
|
2023
Q2 | $494K | Buy |
4,535
+1
| +0% | +$109 | 0.1% | 112 |
|
|
2023
Q1 | $459K | Buy |
4,534
+1
| +0% | +$101 | 0.1% | 114 |
|
|
2022
Q4 | $498K | Buy |
4,533
+83
| +2% | +$9.11K | 0.11% | 104 |
|
|
2022
Q3 | $431K | Buy |
4,450
+1
| +0% | +$97 | 0.11% | 110 |
|
|
2022
Q2 | $483K | Buy |
4,449
+1
| +0% | +$109 | 0.12% | 107 |
|
|
2022
Q1 | $527K | Hold |
4,448
| – | – | 0.13% | 104 |
|
|
2021
Q4 | $626K | Buy |
4,448
+1,271
| +40% | +$179K | 0.13% | 105 |
|
|
2021
Q3 | $375K | Sell |
3,177
-4
| -0.1% | -$472 | 0.09% | 116 |
|
|
2021
Q2 | $369K | Buy |
3,181
+1
| +0% | +$116 | 0.13% | 112 |
|
|
2021
Q1 | $381K | Hold |
3,180
| – | – | 0.14% | 101 |
|
|
2020
Q4 | $348K | Buy |
+3,180
| New | +$348K | 0.16% | 92 |
|