SWM
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Stockman Wealth Management’s Abbott ABT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$779K Buy
5,729
+56
+1% +$7.62K 0.11% 83
2025
Q1
$753K Sell
5,673
-90
-2% -$11.9K 0.11% 83
2024
Q4
$652K Sell
5,763
-405
-7% -$45.8K 0.1% 88
2024
Q3
$703K Sell
6,168
-443
-7% -$50.5K 0.11% 84
2024
Q2
$687K Buy
6,611
+252
+4% +$26.2K 0.12% 81
2024
Q1
$723K Sell
6,359
-179
-3% -$20.3K 0.13% 80
2023
Q4
$720K Sell
6,538
-56
-0.8% -$6.16K 0.14% 77
2023
Q3
$639K Sell
6,594
-174
-3% -$16.9K 0.14% 84
2023
Q2
$738K Sell
6,768
-696
-9% -$75.9K 0.16% 84
2023
Q1
$756K Sell
7,464
-303
-4% -$30.7K 0.17% 80
2022
Q4
$853K Sell
7,767
-360
-4% -$39.5K 0.2% 77
2022
Q3
$786K Sell
8,127
-346
-4% -$33.5K 0.21% 66
2022
Q2
$921K Buy
8,473
+335
+4% +$36.4K 0.23% 61
2022
Q1
$963K Sell
8,138
-1,675
-17% -$198K 0.2% 68
2021
Q4
$1.38M Sell
9,813
-321
-3% -$45.2K 0.28% 60
2021
Q3
$1.2M Sell
10,134
-214
-2% -$25.3K 0.27% 65
2021
Q2
$1.2M Buy
10,348
+510
+5% +$59.1K 0.29% 62
2021
Q1
$1.18M Sell
9,838
-715
-7% -$85.7K 0.33% 60
2020
Q4
$1.16M Sell
10,553
-205
-2% -$22.4K 0.35% 60
2020
Q3
$1.17M Sell
10,758
-185
-2% -$20.1K 0.43% 57
2020
Q2
$1M Sell
10,943
-1,760
-14% -$161K 0.38% 61
2020
Q1
$1M Sell
12,703
-1,210
-9% -$95.4K 0.44% 57
2019
Q4
$1.21M Sell
13,913
-335
-2% -$29.1K 0.43% 59
2019
Q3
$1.19M Sell
14,248
-487
-3% -$40.7K 0.46% 55
2019
Q2
$1.24M Sell
14,735
-200
-1% -$16.8K 0.51% 54
2019
Q1
$1.19M Sell
14,935
-700
-4% -$56K 0.52% 50
2018
Q4
$1.13M Sell
15,635
-515
-3% -$37.3K 0.54% 51
2018
Q3
$1.19M Buy
16,150
+50
+0.3% +$3.67K 0.51% 51
2018
Q2
$982K Sell
16,100
-925
-5% -$56.4K 0.45% 54
2018
Q1
$1.02M Buy
17,025
+1,170
+7% +$70.1K 0.47% 55
2017
Q4
$905K Sell
15,855
-1,200
-7% -$68.5K 0.41% 62
2017
Q3
$910K Sell
17,055
-1,200
-7% -$64K 0.44% 61
2017
Q2
$887K Sell
18,255
-4,250
-19% -$207K 0.88% 47
2017
Q1
$999K Sell
22,505
-9,235
-29% -$410K 0.57% 50
2016
Q4
$1.22M Buy
31,740
+4,620
+17% +$177K 0.74% 47
2016
Q3
$1.15M Sell
27,120
-2,310
-8% -$97.7K 0.71% 48
2016
Q2
$1.16M Buy
29,430
+12,925
+78% +$508K 0.9% 42
2016
Q1
$690K Sell
16,505
-1,700
-9% -$71.1K 0.55% 52
2015
Q4
$818K Sell
18,205
-725
-4% -$32.6K 0.66% 48
2015
Q3
$761K Buy
18,930
+2,650
+16% +$107K 0.66% 51
2015
Q2
$799K Sell
16,280
-3,725
-19% -$183K 0.68% 48
2015
Q1
$927K Sell
20,005
-1,300
-6% -$60.2K 0.79% 49
2014
Q4
$959K Buy
+21,305
New +$959K 0.82% 50