SWMG
Signature Wealth Management Group’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
2,320
-18
| -0.8% | -$2.45K | 0.12% | 98 |
|
|
2025
Q1 | $310K | Buy |
2,338
+125
| +6% | +$16.6K | 0.12% | 102 |
|
|
2024
Q4 | $250K | Buy |
2,213
+88
| +4% | +$9.95K | 0.1% | 101 |
|
|
2024
Q3 | $242K | Sell |
2,125
-9
| -0.4% | -$1.03K | 0.1% | 98 |
|
|
2024
Q2 | $222K | Sell |
2,134
-22
| -1% | -$2.29K | 0.1% | 98 |
|
|
2024
Q1 | $231K | Sell |
2,156
-57
| -3% | -$6.12K | 0.11% | 98 |
|
|
2023
Q4 | $244K | Buy |
+2,213
| New | +$244K | 0.11% | 95 |
|
|
2023
Q2 | $202K | Buy |
+1,857
| New | +$202K | 0.09% | 96 |
|
|
2018
Q4 | – | Sell |
-589
| Closed | -$40K | – | 75 |
|
|
2018
Q3 | $40K | Hold |
589
| – | – | 0.03% | 118 |
|
|
2018
Q2 | $36K | Hold |
589
| – | – | 0.03% | 119 |
|
|
2018
Q1 | $35K | Hold |
589
| – | – | 0.03% | 117 |
|
|
2017
Q4 | $34K | Buy |
+589
| New | +$34K | 0.02% | 116 |
|