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Sonoma Private Wealth’s Abbott ABT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
+1,500
New +$204K 0.25% 71
2023
Q3
Sell
-2,045
Closed -$223K 74
2023
Q2
$223K Buy
2,045
+30
+1% +$3.27K 0.39% 74
2023
Q1
$204K Buy
+2,015
New +$204K 0.41% 70