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