Summit Place Financial Advisors’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.4M | Sell |
10,291
-657
| -6% | -$89.4K | 0.7% | 51 |
|
2025
Q1 | $1.45M | Sell |
10,948
-14,750
| -57% | -$1.96M | 0.82% | 44 |
|
2024
Q4 | $2.91M | Sell |
25,698
-715
| -3% | -$80.9K | 1.65% | 26 |
|
2024
Q3 | $3.01M | Sell |
26,413
-705
| -3% | -$80.4K | 1.68% | 29 |
|
2024
Q2 | $2.82M | Sell |
27,118
-620
| -2% | -$64.4K | 1.67% | 25 |
|
2024
Q1 | $3.15M | Sell |
27,738
-964
| -3% | -$110K | 1.85% | 19 |
|
2023
Q4 | $3.16M | Buy |
28,702
+5,222
| +22% | +$575K | 2.07% | 9 |
|
2023
Q3 | $2.27M | Sell |
23,480
-460
| -2% | -$44.6K | 1.62% | 26 |
|
2023
Q2 | $2.61M | Buy |
23,940
+783
| +3% | +$85.4K | 1.69% | 21 |
|
2023
Q1 | $2.34M | Buy |
23,157
+1,335
| +6% | +$135K | 1.66% | 26 |
|
2022
Q4 | $2.4M | Buy |
21,822
+1,927
| +10% | +$212K | 1.97% | 16 |
|
2022
Q3 | $1.93M | Buy |
19,895
+1,904
| +11% | +$184K | 1.79% | 20 |
|
2022
Q2 | $1.96M | Sell |
17,991
-494
| -3% | -$53.7K | 1.64% | 15 |
|
2022
Q1 | $2.19M | Sell |
18,485
-961
| -5% | -$114K | 1.47% | 20 |
|
2021
Q4 | $2.74M | Sell |
19,446
-460
| -2% | -$64.7K | 1.89% | 10 |
|
2021
Q3 | $2.35M | Buy |
19,906
+1,272
| +7% | +$150K | 1.71% | 15 |
|
2021
Q2 | $2.16M | Buy |
18,634
+1,189
| +7% | +$138K | 1.59% | 23 |
|
2021
Q1 | $2.09M | Buy |
17,445
+120
| +0.7% | +$14.4K | 1.68% | 16 |
|
2020
Q4 | $1.9M | Buy |
17,325
+1,025
| +6% | +$112K | 1.64% | 28 |
|
2020
Q3 | $1.77M | Sell |
16,300
-650
| -4% | -$70.7K | 1.78% | 21 |
|
2020
Q2 | $1.55M | Buy |
16,950
+2,550
| +18% | +$233K | 2.45% | 21 |
|
2020
Q1 | $1.14M | Buy |
+14,400
| New | +$1.14M | 2.43% | 17 |
|