TWA
Tandem Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,324
| Closed | -$264K | – | 51 |
|
|
2024
Q1 | $264K | Hold |
2,324
| – | – | 0.15% | 46 |
|
|
2023
Q4 | $256K | Hold |
2,324
| – | – | 0.15% | 44 |
|
|
2023
Q3 | $225K | Hold |
2,324
| – | – | 0.14% | 44 |
|
|
2023
Q2 | $253K | Buy |
2,324
+139
| +6% | +$15.2K | 0.15% | 42 |
|
|
2023
Q1 | $221K | Hold |
2,185
| – | – | 0.14% | 40 |
|
|
2022
Q4 | $240K | Buy |
+2,185
| New | +$240K | 0.15% | 41 |
|