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TrinityPoint Wealth’s Abbott ABT Stock Holding History

TrinityPoint Wealth’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
2024
Q4 		$2.68M Buy
23,693
+385
+2% +$44.5K 0.38% 66
2024
Q3 		$2.66M Sell
23,308
-2
-0% -$219 0.38% 67
2024
Q2 		$2.42M Buy
23,310
+1,404
+6% +$149K 0.38% 67
2024
Q1 		$2.49M Buy
21,906
+659
+3% +$75.5K 0.41% 61
2023
Q4 		$2.34M Buy
21,247
+376
+2% +$37.6K 0.42% 63
2023
Q3 		$2.02M Buy
20,871
+317
+2% +$33.3K 0.4% 66
2023
Q2 		$2.24M Buy
20,554
+1,401
+7% +$149K 0.44% 66
2023
Q1 		$1.94M Buy
19,153
+285
+2% +$30.1K 0.42% 66
2022
Q4 		$2.07M Buy
18,868
+1,054
+6% +$109K 0.47% 57
2022
Q3 		$1.72M Buy
17,814
+574
+3% +$61.2K 0.39% 69
2022
Q2 		$1.87M Sell
17,240
-43
-0.2% -$4.88K 0.41% 64
2022
Q1 		$2.05M Buy
17,283
+41
+0.2% +$5.08K 0.37% 66
2021
Q4 		$2.43M Buy
17,242
+112
+0.7% +$14.3K 0.43% 57
2021
Q3 		$2.02M Sell
17,130
-11
-0.1% -$1.35K 0.39% 66
2021
Q2 		$1.99M Buy
17,141
+168
+1% +$19.6K 0.41% 61
2021
Q1 		$2.03M Sell
16,973
-242
-1% -$28.7K 0.47% 57
2020
Q4 		$1.98M Buy
17,215
+2,118
+14% +$230K 0.47% 57
2020
Q3 		$1.64M Sell
15,097
-627
-4% -$63.6K 0.46% 61
2020
Q2 		$1.44M Sell
15,724
-625
-4% -$56.5K 0.46% 61
2020
Q1 		$1.29M Sell
16,349
-690
-4% -$57.6K 0.51% 51
2019
Q4 		$1.48M Sell
17,039
-1,495
-8% -$125K 0.5% 53
2019
Q3 		$1.52M Buy
18,534
+10,596
+133% +$900K 0.53% 49
2019
Q2 		$703K Sell
7,938
-995
-11% -$78.3K 0.34% 78
2019
Q1 		$714K Buy
8,933
+5,117
+134% +$381K 0.35% 78
2018
Q4 		$276K Buy
+3,816
New +$268K 0.17% 129

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

TrinityPoint Wealth's ABT Position: Q4 2024 in Review

TrinityPoint Wealth increased its Abbott (ABT) stake by 1.7% in Q4 2024, buying an estimated $44.5K and bringing the position to 23,693 shares worth $2.68M. The position accounts for 0.38% of the portfolio, ranked #66.

TrinityPoint Wealth first reported a position in ABT in Q4 2018 and has held it in 25 quarters since. 3,065 funds tracked by Wall St. Rank hold ABT as of Q4 2024.

  • TrinityPoint Wealth held 23,693 shares of Abbott worth $2.68M as of Q4 2024.
  • TrinityPoint Wealth bought 385 Abbott shares in Q4 2024, an estimated $44.5K.
  • Abbott made up 0.38% of TrinityPoint Wealth's portfolio in Q4 2024, its #66 holding.
  • TrinityPoint Wealth first reported a position in Abbott in Q4 2018 and has held it in 25 quarters since.
  • 3,065 funds tracked by Wall St. Rank held Abbott as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.