SFS
Summit Financial Strategies’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
8,173
-224
| -3% | -$30.5K | 0.1% | 61 |
|
|
2025
Q1 | $1.11M | Sell |
8,397
-1,206
| -13% | -$160K | 0.11% | 56 |
|
|
2024
Q4 | $1.09M | Buy |
9,603
+1,103
| +13% | +$125K | 0.12% | 56 |
|
|
2024
Q3 | $969K | Sell |
8,500
-67
| -0.8% | -$7.64K | 0.11% | 58 |
|
|
2024
Q2 | $890K | Sell |
8,567
-24
| -0.3% | -$2.49K | 0.11% | 58 |
|
|
2024
Q1 | $976K | Sell |
8,591
-1,816
| -17% | -$206K | 0.14% | 55 |
|
|
2023
Q4 | $1.15M | Sell |
10,407
-84
| -0.8% | -$9.25K | 0.18% | 46 |
|
|
2023
Q3 | $1.02M | Sell |
10,491
-66
| -0.6% | -$6.39K | 0.19% | 40 |
|
|
2023
Q2 | $1.15M | Sell |
10,557
-215
| -2% | -$23.4K | 0.21% | 34 |
|
|
2023
Q1 | $1.09M | Sell |
10,772
-447
| -4% | -$45.3K | 0.21% | 38 |
|
|
2022
Q4 | $1.23M | Sell |
11,219
-503
| -4% | -$55.2K | 0.27% | 32 |
|
|
2022
Q3 | $1.13M | Buy |
11,722
+1,497
| +15% | +$145K | 0.27% | 32 |
|
|
2022
Q2 | $1.11M | Sell |
10,225
-120
| -1% | -$13K | 0.26% | 32 |
|
|
2022
Q1 | $1.22M | Sell |
10,345
-1,023
| -9% | -$121K | 0.25% | 30 |
|
|
2021
Q4 | $1.6M | Buy |
11,368
+14
| +0.1% | +$1.97K | 0.31% | 25 |
|
|
2021
Q3 | $1.34M | Sell |
11,354
-419
| -4% | -$49.5K | 0.26% | 27 |
|
|
2021
Q2 | $1.37M | Buy |
11,773
+5,273
| +81% | +$611K | 0.27% | 27 |
|
|
2021
Q1 | $779K | Buy |
6,500
+200
| +3% | +$24K | 0.28% | 24 |
|
|
2020
Q4 | $690K | Sell |
6,300
-153
| -2% | -$16.8K | 0.24% | 32 |
|
|
2020
Q3 | $702K | Buy |
6,453
+350
| +6% | +$38.1K | 0.29% | 29 |
|
|
2020
Q2 | $558K | Sell |
6,103
-326
| -5% | -$29.8K | 0.25% | 28 |
|
|
2020
Q1 | $507K | Hold |
6,429
| – | – | 0.28% | 27 |
|
|
2019
Q4 | $558K | Sell |
6,429
-122
| -2% | -$10.6K | 0.27% | 28 |
|
|
2019
Q3 | $548K | Sell |
6,551
-1,110
| -14% | -$92.9K | 0.26% | 26 |
|
|
2019
Q2 | $644K | Buy |
7,661
+4
| +0.1% | +$336 | 0.31% | 22 |
|
|
2019
Q1 | $612K | Buy |
7,657
+5
| +0.1% | +$400 | 0.31% | 22 |
|
|
2018
Q4 | $553K | Buy |
7,652
+4
| +0.1% | +$289 | 0.31% | 27 |
|
|
2018
Q3 | $561K | Sell |
7,648
-4,412
| -37% | -$324K | 0.26% | 24 |
|
|
2018
Q2 | $736K | Buy |
12,060
+5,655
| +88% | +$345K | 0.36% | 21 |
|
|
2018
Q1 | $384K | Buy |
6,405
+1,655
| +35% | +$99.2K | 0.2% | 28 |
|
|
2017
Q4 | $271K | Buy |
4,750
+5
| +0.1% | +$285 | 0.14% | 40 |
|
|
2017
Q3 | $253K | Sell |
4,745
-1,102
| -19% | -$58.8K | 0.15% | 39 |
|
|
2017
Q2 | $284K | Buy |
+5,847
| New | +$284K | 0.17% | 36 |
|
|
2016
Q4 | – | Sell |
-5,130
| Closed | -$217K | – | 43 |
|
|
2016
Q3 | $217K | Sell |
5,130
-77
| -1% | -$3.26K | 0.15% | 37 |
|
|
2016
Q2 | $205K | Buy |
5,207
+19
| +0.4% | +$748 | 0.15% | 41 |
|
|
2016
Q1 | $217K | Buy |
5,188
+24
| +0.5% | +$1K | 0.16% | 39 |
|
|
2015
Q4 | $232K | Buy |
5,164
+15
| +0.3% | +$674 | 0.18% | 43 |
|
|
2015
Q3 | $207K | Sell |
5,149
-190
| -4% | -$7.64K | 0.17% | 44 |
|
|
2015
Q2 | $262K | Sell |
5,339
-487
| -8% | -$23.9K | 0.2% | 39 |
|
|
2015
Q1 | $270K | Buy |
+5,826
| New | +$270K | 0.22% | 33 |
|