TWM
Tolleson Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Hold |
2,159
| – | – | 0.05% | 74 |
|
|
2025
Q1 | $286K | Sell |
2,159
-1,271
| -37% | -$169K | 0.06% | 76 |
|
|
2024
Q4 | $388K | Buy |
3,430
+1,165
| +51% | +$132K | 0.08% | 70 |
|
|
2024
Q3 | $258K | Sell |
2,265
-72
| -3% | -$8.2K | 0.05% | 75 |
|
|
2024
Q2 | $243K | Buy |
2,337
+106
| +5% | +$11K | 0.05% | 77 |
|
|
2024
Q1 | $254K | Buy |
2,231
+49
| +2% | +$5.58K | 0.05% | 74 |
|
|
2023
Q4 | $240K | Buy |
2,182
+23
| +1% | +$2.53K | 0.05% | 76 |
|
|
2023
Q3 | $209K | Hold |
2,159
| – | – | 0.05% | 75 |
|
|
2023
Q2 | $235K | Hold |
2,159
| – | – | 0.06% | 75 |
|
|
2023
Q1 | $219K | Hold |
2,159
| – | – | 0.06% | 72 |
|
|
2022
Q4 | $237K | Hold |
2,159
| – | – | 0.06% | 72 |
|
|
2022
Q3 | $209K | Hold |
2,159
| – | – | 0.06% | 69 |
|
|
2022
Q2 | $235K | Hold |
2,159
| – | – | 0.07% | 66 |
|
|
2022
Q1 | $256K | Hold |
2,159
| – | – | 0.08% | 65 |
|
|
2021
Q4 | $304K | Hold |
2,159
| – | – | 0.08% | 63 |
|
|
2021
Q3 | $255K | Sell |
2,159
-240
| -10% | -$28.3K | 0.07% | 59 |
|
|
2021
Q2 | $278K | Hold |
2,399
| – | – | 0.07% | 64 |
|
|
2021
Q1 | $287K | Hold |
2,399
| – | – | 0.09% | 63 |
|
|
2020
Q4 | $263K | Hold |
2,399
| – | – | 0.09% | 58 |
|
|
2020
Q3 | $261K | Hold |
2,399
| – | – | 0.11% | 55 |
|
|
2020
Q2 | $219K | Buy |
+2,399
| New | +$219K | 0.1% | 62 |
|
|
2020
Q1 | – | Sell |
-2,399
| Closed | -$208K | – | 61 |
|
|
2019
Q4 | $208K | Hold |
2,399
| – | – | 0.1% | 64 |
|
|
2019
Q3 | $201K | Hold |
2,399
| – | – | 0.11% | 60 |
|
|
2019
Q2 | $202K | Buy |
+2,399
| New | +$202K | 0.14% | 46 |
|