SDWMA
Schneider Downs Wealth Management Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
1,688
-22
| -1% | -$2.99K | 0.03% | 135 |
|
|
2025
Q1 | $227K | Buy |
+1,710
| New | +$227K | 0.04% | 131 |
|
|
2024
Q2 | – | Sell |
-1,761
| Closed | -$200K | – | 132 |
|
|
2024
Q1 | $200K | Buy |
+1,761
| New | +$200K | 0.05% | 131 |
|
|
2022
Q1 | – | Sell |
-1,598
| Closed | -$225K | – | 150 |
|
|
2021
Q4 | $225K | Buy |
+1,598
| New | +$225K | 0.05% | 142 |
|
|
2021
Q1 | – | Sell |
-2,165
| Closed | -$237K | – | 135 |
|
|
2020
Q4 | $237K | Buy |
+2,165
| New | +$237K | 0.07% | 84 |
|