SWM
Shakespeare Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,000
| Closed | -$265K | – | 94 |
|
|
2025
Q1 | $265K | Buy |
2,000
+6
| +0.3% | +$796 | 0.07% | 88 |
|
|
2024
Q4 | $226K | Buy |
1,994
+6
| +0.3% | +$679 | 0.06% | 91 |
|
|
2024
Q3 | $227K | Buy |
1,988
+18
| +0.9% | +$2.05K | 0.06% | 91 |
|
|
2024
Q2 | $205K | Buy |
1,970
+8
| +0.4% | +$831 | 0.06% | 88 |
|
|
2024
Q1 | $223K | Hold |
1,962
| – | – | 0.06% | 82 |
|
|
2023
Q4 | $216K | Buy |
+1,962
| New | +$216K | 0.07% | 79 |
|
|
2023
Q3 | – | Sell |
-1,992
| Closed | -$217K | – | 79 |
|
|
2023
Q2 | $217K | Hold |
1,992
| – | – | 0.07% | 75 |
|
|
2023
Q1 | $202K | Hold |
1,992
| – | – | 0.07% | 77 |
|
|
2022
Q4 | $219K | Buy |
+1,992
| New | +$219K | 0.08% | 72 |
|
|
2022
Q2 | – | Sell |
-1,727
| Closed | -$205K | – | 70 |
|
|
2022
Q1 | $205K | Buy |
1,727
+15
| +0.9% | +$1.78K | 0.07% | 76 |
|
|
2021
Q4 | $241K | Hold |
1,712
| – | – | 0.09% | 65 |
|
|
2021
Q3 | $201K | Hold |
1,712
| – | – | 0.08% | 75 |
|
|
2021
Q2 | $209K | Hold |
1,712
| – | – | 0.08% | 72 |
|
|
2021
Q1 | $205K | Buy |
+1,712
| New | +$205K | 0.08% | 71 |
|