Summit Wealth & Retirement Planning’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
+4,002
| New | +$544K | 0.15% | 49 |
|
|
2021
Q1 | – | Sell |
-4,525
| Closed | -$495K | – | 101 |
|
|
2020
Q4 | $495K | Hold |
4,525
| – | – | 0.19% | 82 |
|
|
2020
Q3 | $492K | Hold |
4,525
| – | – | 0.21% | 72 |
|
|
2020
Q2 | $414K | Hold |
4,525
| – | – | 0.19% | 82 |
|
|
2020
Q1 | $357K | Hold |
4,525
| – | – | 0.19% | 81 |
|
|
2019
Q4 | $393K | Sell |
4,525
-8
| -0.2% | -$695 | 0.18% | 95 |
|
|
2019
Q3 | $379K | Hold |
4,533
| – | – | 0.23% | 85 |
|
|
2019
Q2 | $381K | Hold |
4,533
| – | – | 0.22% | 93 |
|
|
2019
Q1 | $362K | Buy |
+4,533
| New | +$362K | 0.22% | 99 |
|