TWM
Torch Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.26M | Sell |
26,076
-700
| -3% | -$60.8K | 1.25% | 27 |
|
|
2019
Q3 | $2.24M | Sell |
26,776
-449
| -2% | -$37.6K | 1.33% | 25 |
|
|
2019
Q2 | $2.29M | Sell |
27,225
-199
| -0.7% | -$16.7K | 1.37% | 24 |
|
|
2019
Q1 | $2.19M | Sell |
27,424
-412
| -1% | -$32.9K | 1.35% | 24 |
|
|
2018
Q4 | $2.01M | Hold |
27,836
| – | – | 1.44% | 22 |
|
|
2018
Q3 | $2.04M | Buy |
27,836
+1
| +0% | +$73 | 1.22% | 28 |
|
|
2018
Q2 | $1.7M | Sell |
27,835
-450
| -2% | -$27.5K | 1.07% | 34 |
|
|
2018
Q1 | $1.7M | Sell |
28,285
-1,249
| -4% | -$74.8K | 1.1% | 32 |
|
|
2017
Q4 | $1.69M | Hold |
29,534
| – | – | 1.03% | 34 |
|
|
2017
Q3 | $1.58M | Sell |
29,534
-199
| -0.7% | -$10.6K | 1.03% | 36 |
|
|
2017
Q2 | $1.45M | Hold |
29,733
| – | – | 1% | 36 |
|
|
2017
Q1 | $1.32M | Buy |
29,733
+1
| +0% | +$44 | 0.88% | 47 |
|
|
2016
Q4 | $1.14M | Buy |
29,732
+1
| +0% | +$38 | 0.81% | 49 |
|
|
2016
Q3 | $1.26M | Hold |
29,731
| – | – | 0.92% | 46 |
|
|
2016
Q2 | $1.17M | Buy |
29,731
+24,826
| +506% | +$976K | 0.85% | 49 |
|
|
2016
Q1 | $205K | Buy |
4,905
+1
| +0% | +$42 | 0.15% | 89 |
|
|
2015
Q4 | $220K | Buy |
+4,904
| New | +$220K | 0.16% | 92 |
|
|
2015
Q3 | – | Sell |
-5,253
| Closed | -$258K | – | 99 |
|
|
2015
Q2 | $258K | Buy |
5,253
+201
| +4% | +$9.87K | 0.18% | 90 |
|
|
2015
Q1 | $234K | Hold |
5,052
| – | – | 0.18% | 83 |
|
|
2014
Q4 | $227K | Buy |
+5,052
| New | +$227K | 0.17% | 84 |
|
|
2014
Q3 | – | Sell |
-5,551
| Closed | -$227K | – | 100 |
|
|
2014
Q2 | $227K | Buy |
5,551
+1
| +0% | +$41 | 0.15% | 90 |
|
|
2014
Q1 | $214K | Hold |
5,550
| – | – | 0.16% | 88 |
|
|
2013
Q4 | $213K | Buy |
+5,550
| New | +$213K | 0.16% | 89 |
|