SVWAG
Sound View Wealth Advisors Group’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Buy |
25,072
+184
| +0.7% | +$25K | 0.25% | 92 |
|
|
2025
Q1 | $3.3M | Sell |
24,888
-3,401
| -12% | -$451K | 0.27% | 84 |
|
|
2024
Q4 | $3.2M | Buy |
28,289
+1,046
| +4% | +$118K | 0.26% | 85 |
|
|
2024
Q3 | $3.11M | Buy |
27,243
+3,975
| +17% | +$453K | 0.25% | 89 |
|
|
2024
Q2 | $2.42M | Buy |
23,268
+21
| +0.1% | +$2.18K | 0.25% | 90 |
|
|
2024
Q1 | $2.64M | Sell |
23,247
-1,910
| -8% | -$217K | 0.28% | 87 |
|
|
2023
Q4 | $2.77M | Sell |
25,157
-92
| -0.4% | -$10.1K | 0.31% | 82 |
|
|
2023
Q3 | $2.45M | Buy |
25,249
+3,064
| +14% | +$297K | 0.3% | 81 |
|
|
2023
Q2 | $2.42M | Sell |
22,185
-2,727
| -11% | -$297K | 0.32% | 75 |
|
|
2023
Q1 | $2.52M | Sell |
24,912
-245
| -1% | -$24.8K | 0.35% | 73 |
|
|
2022
Q4 | $2.77M | Buy |
25,157
+5,059
| +25% | +$557K | 0.31% | 82 |
|
|
2022
Q3 | $1.95M | Buy |
20,098
+114
| +0.6% | +$11K | 0.44% | 62 |
|
|
2022
Q2 | $2.17M | Buy |
19,984
+84
| +0.4% | +$9.13K | 0.45% | 59 |
|
|
2022
Q1 | $2.36M | Buy |
19,900
+77
| +0.4% | +$9.11K | 0.45% | 59 |
|
|
2021
Q4 | $2.79M | Buy |
19,823
+512
| +3% | +$72.1K | 0.53% | 52 |
|
|
2021
Q3 | $2.28M | Buy |
19,311
+64
| +0.3% | +$7.56K | 0.48% | 53 |
|
|
2021
Q2 | $2.23M | Sell |
19,247
-305
| -2% | -$35.4K | 0.47% | 56 |
|
|
2021
Q1 | $2.34M | Buy |
19,552
+548
| +3% | +$65.7K | 0.55% | 51 |
|
|
2020
Q4 | $2.08M | Sell |
19,004
-135
| -0.7% | -$14.8K | 0.51% | 53 |
|
|
2020
Q3 | $2.08M | Sell |
19,139
-142
| -0.7% | -$15.5K | 0.55% | 51 |
|
|
2020
Q2 | $1.76M | Buy |
19,281
+1,249
| +7% | +$114K | 0.5% | 56 |
|
|
2020
Q1 | $1.42M | Buy |
18,032
+157
| +0.9% | +$12.4K | 0.49% | 60 |
|
|
2019
Q4 | $1.55M | Sell |
17,875
-92
| -0.5% | -$7.99K | 0.44% | 68 |
|
|
2019
Q3 | $1.5M | Sell |
17,967
-897
| -5% | -$75K | 0.45% | 68 |
|
|
2019
Q2 | $1.59M | Buy |
+18,864
| New | +$1.59M | 0.47% | 64 |
|