Tempus Wealth Planning’s Abbott ABT Stock Holding History

Tempus Wealth Planning’s Portfolio ABT Stock Details ABT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,271	Closed	-$248K	–	168
2023 Q2	$248K	Sell	2,271 -240	-10%	-$25.6K	0.11%	158
2023 Q1	$254K	Sell	2,511 -1,601	-39%	-$169K	0.12%	144
2022 Q4	$451K	Sell	4,112 -1,266	-24%	-$131K	0.27%	103
2022 Q3	$520K	Buy	+5,378	New	+$573K	0.35%	80
2022 Q1	–	Sell	-1,700	Closed	-$239K	–	140
2021 Q4	$239K	Hold	1,700	–	–	0.13%	138
2021 Q3	$201K	Buy	+1,700	New	+$209K	0.11%	145

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tempus Wealth Planning's ABT Position: Q3 2023 in Review

Tempus Wealth Planning sold out of Abbott (ABT) in Q3 2023, closing a stake of 2,271 shares — an estimated $248K sold.

Tempus Wealth Planning first reported a position in ABT in Q3 2021 and held it in 6 quarters. The position peaked at $520K in Q3 2022. 2,682 funds tracked by Wall St. Rank hold ABT as of Q3 2023.

Tempus Wealth Planning reported no remaining Abbott position as of Q3 2023 after selling out during the quarter.
Tempus Wealth Planning sold 2,271 Abbott shares in Q3 2023, an estimated $248K.
Tempus Wealth Planning first reported a position in Abbott in Q3 2021 and held it in 6 quarters.
Tempus Wealth Planning's Abbott position peaked at $520K in Q3 2022.
2,682 funds tracked by Wall St. Rank held Abbott as of Q3 2023.

Based on Tempus Wealth Planning's 13F filing for Q3 2023, filed 1 Nov 2023.