SWM
Segment Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Sell |
7,151
-155
| -2% | -$21.1K | 0.06% | 162 |
|
|
2025
Q1 | $969K | Buy |
7,306
+2,897
| +66% | +$384K | 0.07% | 154 |
|
|
2024
Q4 | $499K | Sell |
4,409
-409
| -8% | -$46.3K | 0.03% | 194 |
|
|
2024
Q3 | $549K | Sell |
4,818
-295
| -6% | -$33.6K | 0.04% | 179 |
|
|
2024
Q2 | $531K | Buy |
5,113
+547
| +12% | +$56.8K | 0.04% | 177 |
|
|
2024
Q1 | $519K | Buy |
4,566
+288
| +7% | +$32.7K | 0.04% | 180 |
|
|
2023
Q4 | $471K | Buy |
4,278
+164
| +4% | +$18.1K | 0.04% | 178 |
|
|
2023
Q3 | $398K | Buy |
4,114
+794
| +24% | +$76.9K | 0.04% | 169 |
|
|
2023
Q2 | $362K | Buy |
3,320
+73
| +2% | +$7.96K | 0.04% | 168 |
|
|
2023
Q1 | $329K | Sell |
3,247
-600
| -16% | -$60.8K | 0.04% | 169 |
|
|
2022
Q4 | $422K | Sell |
3,847
-250
| -6% | -$27.4K | 0.05% | 153 |
|
|
2022
Q3 | $396K | Sell |
4,097
-80
| -2% | -$7.73K | 0.05% | 155 |
|
|
2022
Q2 | $454K | Sell |
4,177
-897
| -18% | -$97.5K | 0.06% | 145 |
|
|
2022
Q1 | $601K | Sell |
5,074
-66
| -1% | -$7.82K | 0.06% | 147 |
|
|
2021
Q4 | $723K | Buy |
5,140
+1,117
| +28% | +$157K | 0.08% | 141 |
|
|
2021
Q3 | $475K | Buy |
4,023
+378
| +10% | +$44.6K | 0.06% | 156 |
|
|
2021
Q2 | $423K | Buy |
3,645
+806
| +28% | +$93.5K | 0.05% | 171 |
|
|
2021
Q1 | $340K | Buy |
2,839
+414
| +17% | +$49.6K | 0.05% | 181 |
|
|
2020
Q4 | $266K | Buy |
2,425
+212
| +10% | +$23.3K | 0.04% | 190 |
|
|
2020
Q3 | $241K | Buy |
+2,213
| New | +$241K | 0.04% | 187 |
|
|
2020
Q1 | – | Sell |
-2,716
| Closed | -$236K | – | 187 |
|
|
2019
Q4 | $236K | Buy |
+2,716
| New | +$236K | 0.04% | 217 |
|
|
2017
Q4 | – | Sell |
-5,556
| Closed | -$297K | – | 202 |
|
|
2017
Q3 | $297K | Buy |
5,556
+61
| +1% | +$3.26K | 0.08% | 154 |
|
|
2017
Q2 | $268K | Buy |
+5,495
| New | +$268K | 0.07% | 166 |
|
|
2016
Q1 | – | Sell |
-39,805
| Closed | -$1.79M | – | 154 |
|
|
2015
Q4 | $1.79M | Sell |
39,805
-538
| -1% | -$24.2K | 0.68% | 55 |
|
|
2015
Q3 | $1.62M | Buy |
40,343
+2,001
| +5% | +$80.5K | 0.62% | 58 |
|
|
2015
Q2 | $1.88M | Buy |
38,342
+1
| +0% | +$49 | 0.65% | 62 |
|
|
2015
Q1 | $1.78M | Buy |
38,341
+5,353
| +16% | +$248K | 0.59% | 63 |
|
|
2014
Q4 | $1.49M | Buy |
32,988
+174
| +0.5% | +$7.83K | 0.57% | 60 |
|
|
2014
Q3 | $1.36M | Buy |
32,814
+900
| +3% | +$37.4K | 0.52% | 62 |
|
|
2014
Q2 | $1.31M | Buy |
31,914
+1,236
| +4% | +$50.5K | 0.51% | 62 |
|
|
2014
Q1 | $1.18M | Buy |
30,678
+2,882
| +10% | +$111K | 0.55% | 62 |
|
|
2013
Q4 | $1.06M | Buy |
27,796
+1,622
| +6% | +$62.1K | 0.52% | 62 |
|
|
2013
Q3 | $869K | Buy |
26,174
+1,879
| +8% | +$62.4K | 0.47% | 62 |
|
|
2013
Q2 | $846K | Buy |
+24,295
| New | +$846K | 0.51% | 58 |
|