SSWM
Sheets Smith Wealth Management’s Abbott ABT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $422K | Buy |
3,105
+134
| +5% | +$18.2K | 0.05% | 302 |
|
2025
Q1 | $394K | Sell |
2,971
-25
| -0.8% | -$3.32K | 0.05% | 277 |
|
2024
Q4 | $339K | Buy |
2,996
+5
| +0.2% | +$566 | 0.04% | 306 |
|
2024
Q3 | $341K | Buy |
2,991
+7
| +0.2% | +$798 | 0.04% | 303 |
|
2024
Q2 | $310K | Buy |
2,984
+6
| +0.2% | +$624 | 0.04% | 308 |
|
2024
Q1 | $338K | Buy |
2,978
+7
| +0.2% | +$796 | 0.04% | 307 |
|
2023
Q4 | $327K | Sell |
2,971
-661
| -18% | -$72.8K | 0.05% | 278 |
|
2023
Q3 | $352K | Buy |
3,632
+8
| +0.2% | +$775 | 0.05% | 254 |
|
2023
Q2 | $395K | Buy |
3,624
+8
| +0.2% | +$872 | 0.06% | 236 |
|
2023
Q1 | $366K | Buy |
3,616
+8
| +0.2% | +$810 | 0.06% | 239 |
|
2022
Q4 | $396K | Sell |
3,608
-375
| -9% | -$41.2K | 0.06% | 224 |
|
2022
Q3 | $385K | Sell |
3,983
-58
| -1% | -$5.61K | 0.06% | 219 |
|
2022
Q2 | $439K | Sell |
4,041
-393
| -9% | -$42.7K | 0.07% | 193 |
|
2022
Q1 | $525K | Buy |
4,434
+11
| +0.2% | +$1.3K | 0.07% | 209 |
|
2021
Q4 | $622K | Sell |
4,423
-1,205
| -21% | -$169K | 0.08% | 208 |
|
2021
Q3 | $665K | Sell |
5,628
-323
| -5% | -$38.2K | 0.09% | 187 |
|
2021
Q2 | $690K | Sell |
5,951
-5,691
| -49% | -$660K | 0.09% | 181 |
|
2021
Q1 | $1.4M | Buy |
11,642
+144
| +1% | +$17.3K | 0.21% | 115 |
|
2020
Q4 | $1.26M | Buy |
11,498
+84
| +0.7% | +$9.2K | 0.19% | 118 |
|
2020
Q3 | $1.24M | Buy |
11,414
+6,736
| +144% | +$733K | 0.22% | 103 |
|
2020
Q2 | $428K | Sell |
4,678
-14,892
| -76% | -$1.36M | 0.09% | 168 |
|
2020
Q1 | $1.54M | Sell |
19,570
-2,752
| -12% | -$217K | 0.32% | 78 |
|
2019
Q4 | $1.93M | Sell |
22,322
-459
| -2% | -$39.6K | 0.37% | 70 |
|
2019
Q3 | $1.91M | Sell |
22,781
-522
| -2% | -$43.7K | 0.39% | 68 |
|
2019
Q2 | $1.96M | Sell |
23,303
-742
| -3% | -$62.4K | 0.4% | 77 |
|
2019
Q1 | $1.92M | Sell |
24,045
-2
| -0% | -$160 | 0.42% | 70 |
|
2018
Q4 | $1.74M | Buy |
24,047
+3,416
| +17% | +$247K | 0.47% | 65 |
|
2018
Q3 | $1.51M | Buy |
20,631
+188
| +0.9% | +$13.8K | 0.31% | 87 |
|
2018
Q2 | $1.25M | Buy |
20,443
+7
| +0% | +$427 | 0.29% | 88 |
|
2018
Q1 | $1.23M | Sell |
20,436
-410
| -2% | -$24.6K | 0.29% | 92 |
|
2017
Q4 | $1.19M | Buy |
20,846
+464
| +2% | +$26.5K | 0.28% | 100 |
|
2017
Q3 | $1.09M | Buy |
+20,382
| New | +$1.09M | 0.27% | 99 |
|
2016
Q4 | – | Sell |
-4,946
| Closed | -$209K | – | 276 |
|
2016
Q3 | $209K | Buy |
+4,946
| New | +$209K | 0.06% | 247 |
|
2016
Q2 | – | Sell |
-4,885
| Closed | -$204K | – | 256 |
|
2016
Q1 | $204K | Buy |
4,885
+32
| +0.7% | +$1.34K | 0.06% | 221 |
|
2015
Q4 | $218K | Buy |
+4,853
| New | +$218K | 0.07% | 211 |
|
2015
Q3 | – | Sell |
-4,808
| Closed | -$236K | – | 209 |
|
2015
Q2 | $236K | Buy |
4,808
+23
| +0.5% | +$1.13K | 0.06% | 211 |
|
2015
Q1 | $222K | Buy |
+4,785
| New | +$222K | 0.06% | 216 |
|