Shepherd Financial Partners’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Buy |
3,153
+73
| +2% | +$9.93K | 0.05% | 165 |
|
|
2025
Q1 | $408K | Buy |
3,080
+132
| +4% | +$17.5K | 0.05% | 168 |
|
|
2024
Q4 | $333K | Buy |
2,948
+33
| +1% | +$3.73K | 0.04% | 169 |
|
|
2024
Q3 | $332K | Hold |
2,915
| – | – | 0.04% | 169 |
|
|
2024
Q2 | $303K | Sell |
2,915
-238
| -8% | -$24.7K | 0.04% | 180 |
|
|
2024
Q1 | $358K | Buy |
3,153
+48
| +2% | +$5.46K | 0.05% | 169 |
|
|
2023
Q4 | $342K | Sell |
3,105
-162
| -5% | -$17.8K | 0.05% | 170 |
|
|
2023
Q3 | $316K | Buy |
3,267
+956
| +41% | +$92.6K | 0.05% | 160 |
|
|
2023
Q2 | $252K | Buy |
2,311
+33
| +1% | +$3.6K | 0.04% | 168 |
|
|
2023
Q1 | $231K | Buy |
2,278
+3
| +0.1% | +$304 | 0.04% | 164 |
|
|
2022
Q4 | $250K | Buy |
2,275
+99
| +5% | +$10.9K | 0.05% | 158 |
|
|
2022
Q3 | $211K | Buy |
+2,176
| New | +$211K | 0.04% | 158 |
|