WKWM
Walter & Keenan Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
9,208
-802
| -8% | -$109K | 0.36% | 61 |
|
|
2025
Q1 | $1.33M | Buy |
10,010
+345
| +4% | +$45.8K | 0.4% | 64 |
|
|
2024
Q4 | $1.09M | Buy |
9,665
+60
| +0.6% | +$6.79K | 0.33% | 71 |
|
|
2024
Q3 | $1.1M | Buy |
9,605
+12
| +0.1% | +$1.37K | 0.33% | 72 |
|
|
2024
Q2 | $997K | Sell |
9,593
-281
| -3% | -$29.2K | 0.32% | 74 |
|
|
2024
Q1 | $1.12M | Buy |
9,874
+50
| +0.5% | +$5.68K | 0.37% | 69 |
|
|
2023
Q4 | $1.08M | Buy |
9,824
+46
| +0.5% | +$5.06K | 0.39% | 66 |
|
|
2023
Q3 | $947K | Sell |
9,778
-45
| -0.5% | -$4.36K | 0.37% | 64 |
|
|
2023
Q2 | $1.07M | Sell |
9,823
-121
| -1% | -$13.2K | 0.39% | 67 |
|
|
2023
Q1 | $1.01M | Buy |
9,944
+2
| +0% | +$203 | 0.38% | 70 |
|
|
2022
Q4 | $1.09M | Sell |
9,942
-148
| -1% | -$16.2K | 0.43% | 61 |
|
|
2022
Q3 | $976K | Buy |
10,090
+30
| +0.3% | +$2.9K | 0.41% | 62 |
|
|
2022
Q2 | $1.09M | Buy |
10,060
+125
| +1% | +$13.6K | 0.43% | 56 |
|
|
2022
Q1 | $1.18M | Sell |
9,935
-65
| -0.7% | -$7.69K | 0.4% | 62 |
|
|
2021
Q4 | $1.41M | Hold |
10,000
| – | – | 0.46% | 58 |
|
|
2021
Q3 | $1.18M | Buy |
10,000
+146
| +1% | +$17.2K | 0.4% | 64 |
|
|
2021
Q2 | $1.14M | Sell |
9,854
-299
| -3% | -$34.7K | 0.39% | 69 |
|
|
2021
Q1 | $1.22M | Sell |
10,153
-67
| -0.7% | -$8.03K | 0.43% | 65 |
|
|
2020
Q4 | $1.12M | Buy |
10,220
+217
| +2% | +$23.8K | 0.4% | 69 |
|
|
2020
Q3 | $1.09M | Hold |
10,003
| – | – | 0.43% | 62 |
|
|
2020
Q2 | $915K | Buy |
10,003
+3,950
| +65% | +$361K | 0.37% | 67 |
|
|
2020
Q1 | $463K | Sell |
6,053
-4,182
| -41% | -$320K | 0.18% | 63 |
|
|
2019
Q4 | $889K | Hold |
10,235
| – | – | 0.34% | 69 |
|
|
2019
Q3 | $856K | Buy |
10,235
+200
| +2% | +$16.7K | 0.32% | 74 |
|
|
2019
Q2 | $844K | Hold |
10,035
| – | – | 0.37% | 63 |
|
|
2019
Q1 | $802K | Buy |
10,035
+269
| +3% | +$21.5K | 0.35% | 64 |
|
|
2018
Q4 | $706K | Hold |
9,766
| – | – | 0.32% | 66 |
|
|
2018
Q3 | $716 | Hold |
9,766
| – | – | 0.21% | 74 |
|
|
2018
Q2 | $596K | Sell |
9,766
-5,000
| -34% | -$305K | 0.26% | 86 |
|
|
2018
Q1 | $885K | Hold |
14,766
| – | – | 0.38% | 64 |
|
|
2017
Q4 | $843K | Hold |
14,766
| – | – | 0.35% | 71 |
|
|
2017
Q3 | $788K | Hold |
14,766
| – | – | 0.36% | 69 |
|
|
2017
Q2 | $718K | Sell |
14,766
-522
| -3% | -$25.4K | 0.36% | 68 |
|
|
2017
Q1 | $679K | Buy |
15,288
+922
| +6% | +$41K | 0.35% | 66 |
|
|
2016
Q4 | $552K | Hold |
14,366
| – | – | 0.29% | 75 |
|
|
2016
Q3 | $608K | Sell |
14,366
-4,736
| -25% | -$200K | 0.34% | 70 |
|
|
2016
Q2 | $751K | Buy |
19,102
+1,702
| +10% | +$66.9K | 0.42% | 62 |
|
|
2016
Q1 | $728K | Buy |
17,400
+600
| +4% | +$25.1K | 0.42% | 59 |
|
|
2015
Q4 | $754K | Sell |
16,800
-200
| -1% | -$8.98K | 0.44% | 61 |
|
|
2015
Q3 | $684K | Hold |
17,000
| – | – | 0.42% | 59 |
|
|
2015
Q2 | $834K | Hold |
17,000
| – | – | 0.48% | 54 |
|
|
2015
Q1 | $788K | Hold |
17,000
| – | – | 0.45% | 65 |
|
|
2014
Q4 | $765K | Hold |
17,000
| – | – | 0.44% | 65 |
|
|
2014
Q3 | $707K | Buy |
+17,000
| New | +$707K | 0.41% | 65 |
|