SWA
SOA Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Buy |
1,113
+654
| +142% | +$88.9K | 0.03% | 229 |
|
|
2025
Q1 | $60.8K | Buy |
459
+57
| +14% | +$7.56K | 0.01% | 315 |
|
|
2024
Q4 | $45.5K | Sell |
402
-446
| -53% | -$50.4K | 0.01% | 340 |
|
|
2024
Q3 | $96.7K | Sell |
848
-100
| -11% | -$11.4K | 0.02% | 253 |
|
|
2024
Q2 | $98.5K | Sell |
948
-156
| -14% | -$16.2K | 0.02% | 251 |
|
|
2024
Q1 | $125K | Buy |
1,104
+101
| +10% | +$11.5K | 0.03% | 226 |
|
|
2023
Q4 | $110K | Sell |
1,003
-62
| -6% | -$6.82K | 0.02% | 223 |
|
|
2023
Q3 | $103K | Sell |
1,065
-99
| -9% | -$9.59K | 0.03% | 222 |
|
|
2023
Q2 | $127K | Buy |
1,164
+2
| +0.2% | +$218 | 0.03% | 210 |
|
|
2023
Q1 | $118K | Buy |
1,162
+1
| +0.1% | +$101 | 0.03% | 211 |
|
|
2022
Q4 | $127K | Sell |
1,161
-10
| -0.9% | -$1.1K | 0.03% | 198 |
|
|
2022
Q3 | $113K | Buy |
1,171
+1
| +0.1% | +$96 | 0.03% | 192 |
|
|
2022
Q2 | $127K | Sell |
1,170
-114
| -9% | -$12.4K | 0.04% | 184 |
|
|
2022
Q1 | $152K | Sell |
1,284
-74
| -5% | -$8.76K | 0.04% | 191 |
|
|
2021
Q4 | $191K | Buy |
1,358
+1
| +0.1% | +$141 | 0.05% | 161 |
|
|
2021
Q3 | $160K | Hold |
1,357
| – | – | 0.04% | 175 |
|
|
2021
Q2 | $157K | Buy |
1,357
+70
| +5% | +$8.1K | 0.04% | 175 |
|
|
2021
Q1 | $154K | Buy |
1,287
+97
| +8% | +$11.6K | 0.04% | 159 |
|
|
2020
Q4 | $149K | Buy |
+1,190
| New | +$149K | 0.04% | 153 |
|