Trek Financial’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.3M | Sell |
9,591
-514
| -5% | -$69.9K | 0.09% | 189 |
|
2025
Q1 | $1.34M | Buy |
10,105
+344
| +4% | +$45.6K | 0.1% | 160 |
|
2024
Q4 | $1.1M | Buy |
9,761
+2,531
| +35% | +$286K | 0.08% | 186 |
|
2024
Q3 | $824K | Buy |
7,230
+1,084
| +18% | +$124K | 0.06% | 195 |
|
2024
Q2 | $639K | Buy |
6,146
+1,252
| +26% | +$130K | 0.05% | 206 |
|
2024
Q1 | $556K | Buy |
+4,894
| New | +$556K | 0.04% | 219 |
|
2023
Q3 | – | Sell |
-1,998
| Closed | -$218K | – | 283 |
|
2023
Q2 | $218K | Buy |
+1,998
| New | +$218K | 0.02% | 245 |
|