Sendero Wealth Management’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.08M | Sell |
29,976
-707
| -2% | -$96.2K | 0.51% | 40 |
|
2025
Q1 | $4.07M | Buy |
30,683
+4,930
| +19% | +$654K | 0.56% | 38 |
|
2024
Q4 | $2.91M | Buy |
25,753
+8,930
| +53% | +$1.01M | 0.43% | 49 |
|
2024
Q3 | $1.92M | Buy |
16,823
+8,465
| +101% | +$965K | 0.3% | 53 |
|
2024
Q2 | $868K | Buy |
8,358
+205
| +3% | +$21.3K | 0.15% | 83 |
|
2024
Q1 | $927K | Hold |
8,153
| – | – | 0.16% | 84 |
|
2023
Q4 | $897K | Hold |
8,153
| – | – | 0.17% | 89 |
|
2023
Q3 | $790K | Hold |
8,153
| – | – | 0.17% | 83 |
|
2023
Q2 | $889K | Buy |
+8,153
| New | +$889K | 0.19% | 82 |
|