Vertex Planning Partners’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$994K Buy
7,311
+18
+0.2% +$2.45K 0.21% 67
2025
Q1
$967K Buy
7,293
+240
+3% +$31.8K 0.21% 63
2024
Q4
$798K Buy
7,053
+1,705
+32% +$193K 0.18% 73
2024
Q3
$610K Buy
5,348
+17
+0.3% +$1.94K 0.15% 75
2024
Q2
$554K Buy
5,331
+16
+0.3% +$1.66K 0.14% 76
2024
Q1
$604K Sell
5,315
-1,434
-21% -$163K 0.17% 69
2023
Q4
$743K Buy
6,749
+1,765
+35% +$194K 0.22% 57
2023
Q3
$483K Buy
4,984
+9
+0.2% +$872 0.17% 71
2023
Q2
$542K Buy
4,975
+2,901
+140% +$316K 0.18% 67
2023
Q1
$210K Sell
2,074
-1,777
-46% -$180K 0.08% 116
2022
Q4
$423K Buy
+3,851
New +$423K 0.16% 79