TCWA
Turtle Creek Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Buy |
18,989
+2,716
| +17% | +$369K | 0.3% | 76 |
|
|
2025
Q1 | $2.16M | Buy |
+16,273
| New | +$2.16M | 0.32% | 78 |
|
|
2024
Q4 | – | Sell |
-4,735
| Closed | -$540K | – | 77 |
|
|
2024
Q3 | $540K | Buy |
4,735
+229
| +5% | +$26.1K | 0.11% | 98 |
|
|
2024
Q2 | $468K | Buy |
4,506
+504
| +13% | +$52.4K | 0.11% | 93 |
|
|
2024
Q1 | $455K | Buy |
4,002
+1,572
| +65% | +$179K | 0.11% | 95 |
|
|
2023
Q4 | $267K | Buy |
+2,430
| New | +$267K | 0.08% | 123 |
|