SWA
Sutton Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.1M | Sell |
31,989
-384
| -1% | -$37.2K | 1.52% | 16 |
|
|
2023
Q2 | $3.53M | Sell |
32,373
-580
| -2% | -$63.2K | 1.71% | 16 |
|
|
2023
Q1 | $3.34M | Sell |
32,953
-4,462
| -12% | -$452K | 1.78% | 16 |
|
|
2022
Q4 | $4.11M | Buy |
37,415
+2
| +0% | +$220 | 1.57% | 14 |
|
|
2022
Q3 | $3.62M | Sell |
37,413
-517
| -1% | -$50K | 1.47% | 14 |
|
|
2022
Q2 | $4.12M | Buy |
37,930
+144
| +0.4% | +$15.6K | 1.64% | 14 |
|
|
2022
Q1 | $4.47M | Buy |
37,786
+40
| +0.1% | +$4.73K | 1.54% | 14 |
|
|
2021
Q4 | $5.31M | Sell |
37,746
-826
| -2% | -$116K | 1.77% | 11 |
|
|
2021
Q3 | $4.56M | Buy |
38,572
+10
| +0% | +$1.18K | 1.68% | 10 |
|
|
2021
Q2 | $4.47M | Sell |
38,562
-34
| -0.1% | -$3.94K | 1.63% | 13 |
|
|
2021
Q1 | $4.63M | Buy |
38,596
+3
| +0% | +$360 | 1.82% | 11 |
|
|
2020
Q4 | $4.23M | Buy |
38,593
+43
| +0.1% | +$4.71K | 1.79% | 12 |
|
|
2020
Q3 | $4.2M | Sell |
38,550
-462
| -1% | -$50.3K | 2.03% | 9 |
|
|
2020
Q2 | $3.57M | Sell |
39,012
-897
| -2% | -$82K | 1.87% | 12 |
|
|
2020
Q1 | $3.15M | Buy |
39,909
+422
| +1% | +$33.3K | 1.98% | 10 |
|
|
2019
Q4 | $3.43M | Hold |
39,487
| – | – | 1.76% | 11 |
|
|
2019
Q3 | $3.3M | Hold |
39,487
| – | – | 1.84% | 11 |
|
|
2019
Q2 | $3.32M | Buy |
39,487
+41
| +0.1% | +$3.45K | 1.91% | 11 |
|
|
2019
Q1 | $3.15M | Buy |
39,446
+33
| +0.1% | +$2.64K | 1.84% | 12 |
|
|
2018
Q4 | $2.85M | Buy |
39,413
+34,330
| +675% | +$2.48M | 1.84% | 12 |
|
|
2018
Q3 | $373K | Hold |
5,083
| – | – | 0.24% | 71 |
|
|
2018
Q2 | $310K | Buy |
5,083
+81
| +2% | +$4.94K | 0.22% | 78 |
|
|
2018
Q1 | $300K | Hold |
5,002
| – | – | 0.21% | 80 |
|
|
2017
Q4 | $285K | Buy |
5,002
+41
| +0.8% | +$2.34K | 0.21% | 82 |
|
|
2017
Q3 | $265K | Hold |
4,961
| – | – | 0.2% | 88 |
|
|
2017
Q2 | $241K | Buy |
4,961
+17
| +0.3% | +$826 | 0.19% | 88 |
|
|
2017
Q1 | $220K | Buy |
4,944
+44
| +0.9% | +$1.95K | 0.18% | 92 |
|
|
2016
Q4 | $188K | Hold |
4,900
| – | – | 0.17% | 106 |
|
|
2016
Q3 | $207K | Hold |
4,900
| – | – | 0.19% | 90 |
|
|
2016
Q2 | $193K | Sell |
4,900
-15
| -0.3% | -$590 | 0.18% | 94 |
|
|
2016
Q1 | $206K | Buy |
+4,915
| New | +$206K | 0.2% | 88 |
|