TRIA
Trail Ridge Investment Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,260
| Closed | -$469K | – | 103 |
|
|
2023
Q4 | $469K | Sell |
4,260
-70
| -2% | -$7.71K | 0.29% | 69 |
|
|
2023
Q3 | $419K | Sell |
4,330
-764
| -15% | -$74K | 0.29% | 73 |
|
|
2023
Q2 | $555K | Sell |
5,094
-106
| -2% | -$11.6K | 0.34% | 64 |
|
|
2023
Q1 | $527K | Sell |
5,200
-599
| -10% | -$60.7K | 0.34% | 68 |
|
|
2022
Q4 | $637K | Buy |
5,799
+373
| +7% | +$41K | 0.44% | 66 |
|
|
2022
Q3 | $565K | Sell |
5,426
-639
| -11% | -$66.5K | 0.37% | 74 |
|
|
2022
Q2 | $659K | Sell |
6,065
-38
| -0.6% | -$4.13K | 0.45% | 71 |
|
|
2022
Q1 | $722K | Buy |
6,103
+401
| +7% | +$47.4K | 0.44% | 65 |
|
|
2021
Q4 | $802K | Buy |
+5,702
| New | +$802K | 0.48% | 59 |
|