Valtinson Bruner Financial Planning’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $328K | Buy |
2,410
+40
| +2% | +$5.44K | 0.1% | 104 |
|
2025
Q1 | $314K | Sell |
2,370
-14
| -0.6% | -$1.86K | 0.11% | 99 |
|
2024
Q4 | $270K | Sell |
2,384
-64
| -3% | -$7.24K | 0.09% | 120 |
|
2024
Q3 | $279K | Sell |
2,448
-20
| -0.8% | -$2.28K | 0.1% | 113 |
|
2024
Q2 | $256K | Hold |
2,468
| – | – | 0.1% | 107 |
|
2024
Q1 | $281K | Sell |
2,468
-220
| -8% | -$25K | 0.12% | 98 |
|
2023
Q4 | $296K | Buy |
2,688
+220
| +9% | +$24.2K | 0.15% | 95 |
|
2023
Q3 | $239K | Hold |
2,468
| – | – | 0.13% | 101 |
|
2023
Q2 | $269K | Hold |
2,468
| – | – | 0.15% | 98 |
|
2023
Q1 | $250K | Sell |
2,468
-23
| -0.9% | -$2.33K | 0.14% | 105 |
|
2022
Q4 | $278K | Hold |
2,491
| – | – | 0.16% | 99 |
|
2022
Q3 | $241K | Buy |
2,491
+14
| +0.6% | +$1.35K | 0.15% | 87 |
|
2022
Q2 | $269K | Buy |
2,477
+54
| +2% | +$5.86K | 0.16% | 80 |
|
2022
Q1 | $285K | Buy |
2,423
+645
| +36% | +$75.9K | 0.16% | 77 |
|
2021
Q4 | $250K | Buy |
1,778
+117
| +7% | +$16.5K | 0.14% | 81 |
|
2021
Q3 | $205K | Buy |
+1,661
| New | +$205K | 0.11% | 91 |
|
2021
Q2 | – | Sell |
-1,661
| Closed | -$206K | – | 86 |
|
2021
Q1 | $206K | Buy |
+1,661
| New | +$206K | 0.12% | 79 |
|