SWA
SFMG Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Buy |
4,423
+9
| +0.2% | +$1.22K | 0.05% | 133 |
|
|
2025
Q1 | $586K | Sell |
4,414
-172
| -4% | -$22.8K | 0.05% | 136 |
|
|
2024
Q4 | $519K | Sell |
4,586
-36
| -0.8% | -$4.07K | 0.04% | 145 |
|
|
2024
Q3 | $527K | Buy |
4,622
+88
| +2% | +$10K | 0.04% | 137 |
|
|
2024
Q2 | $471K | Sell |
4,534
-629
| -12% | -$65.4K | 0.04% | 146 |
|
|
2024
Q1 | $587K | Sell |
5,163
-500
| -9% | -$56.8K | 0.05% | 126 |
|
|
2023
Q4 | $623K | Sell |
5,663
-266
| -4% | -$29.3K | 0.06% | 116 |
|
|
2023
Q3 | $574K | Sell |
5,929
-257
| -4% | -$24.9K | 0.06% | 112 |
|
|
2023
Q2 | $674K | Sell |
6,186
-275
| -4% | -$30K | 0.07% | 105 |
|
|
2023
Q1 | $654K | Sell |
6,461
-79
| -1% | -$8K | 0.07% | 110 |
|
|
2022
Q4 | $718K | Sell |
6,540
-62
| -0.9% | -$6.81K | 0.08% | 108 |
|
|
2022
Q3 | $661K | Buy |
6,602
+259
| +4% | +$25.9K | 0.08% | 104 |
|
|
2022
Q2 | $689K | Buy |
6,343
+214
| +3% | +$23.2K | 0.08% | 103 |
|
|
2022
Q1 | $725K | Sell |
6,129
-28
| -0.5% | -$3.31K | 0.07% | 111 |
|
|
2021
Q4 | $867K | Sell |
6,157
-239
| -4% | -$33.7K | 0.08% | 106 |
|
|
2021
Q3 | $756K | Sell |
6,396
-168
| -3% | -$19.9K | 0.08% | 107 |
|
|
2021
Q2 | $761K | Sell |
6,564
-611
| -9% | -$70.8K | 0.08% | 107 |
|
|
2021
Q1 | $860K | Sell |
7,175
-113
| -2% | -$13.5K | 0.1% | 100 |
|
|
2020
Q4 | $798K | Buy |
7,288
+2,995
| +70% | +$328K | 0.1% | 97 |
|
|
2020
Q3 | $467K | Buy |
+4,293
| New | +$467K | 0.06% | 111 |
|