Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,740
Closed -$285K 3
2024
Q2
$285K Buy
2,740
+27
+1% +$2.86K 0.7% 45
2024
Q1
$308K Sell
2,713
-52
-2% -$5.96K 0.82% 38
2023
Q4
$304K Sell
2,765
-30
-1% -$3K 0.86% 35
2023
Q3
$271K Sell
2,795
-56
-2% -$5.88K 0.21% 82
2023
Q2
$311K Sell
2,851
-68
-2% -$7.25K 0.07% 136
2023
Q1
$296K Sell
2,919
-1,646
-36% -$174K 0.06% 191
2022
Q4
$501K Sell
4,565
-2,068
-31% -$214K 0.1% 139
2022
Q3
$641K Sell
6,633
-258
-4% -$27.5K 0.14% 122
2022
Q2
$748K Buy
6,891
+937
+16% +$106K 0.16% 109
2022
Q1
$704K Buy
5,954
+124
+2% +$15.4K 0.13% 120
2021
Q4
$820K Buy
+5,830
New +$746K 0.16% 114

Other funds holding ABT

TCWP's ABT Position: Q3 2024 in Review

TCWP sold out of Abbott (ABT) in Q3 2024, closing a stake of 2,740 shares — an estimated $285K sold.

TCWP first reported a position in ABT in Q4 2021 and held it in 11 quarters. The position peaked at $820K in Q4 2021. 2,896 funds tracked by Wall St. Rank hold ABT as of Q3 2024.

  • TCWP reported no remaining Abbott position as of Q3 2024 after selling out during the quarter.
  • TCWP sold 2,740 Abbott shares in Q3 2024, an estimated $285K.
  • TCWP first reported a position in Abbott in Q4 2021 and held it in 11 quarters.
  • TCWP's Abbott position peaked at $820K in Q4 2021.
  • 2,896 funds tracked by Wall St. Rank held Abbott as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.