Waverly Advisors’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
98,047
+3,441
| +4% | +$468K | 0.15% | 140 |
|
|
2025
Q1 | $12.5M | Buy |
94,606
+7,441
| +9% | +$987K | 0.15% | 145 |
|
|
2024
Q4 | $9.86M | Buy |
87,165
+13,952
| +19% | +$1.58M | 0.15% | 142 |
|
|
2024
Q3 | $8.35M | Sell |
73,213
-4,477
| -6% | -$510K | 0.15% | 143 |
|
|
2024
Q2 | $8.07M | Buy |
77,690
+960
| +1% | +$99.8K | 0.16% | 135 |
|
|
2024
Q1 | $8.72M | Buy |
76,730
+58,132
| +313% | +$6.61M | 0.21% | 97 |
|
|
2023
Q4 | $2.05M | Sell |
18,598
-1,397
| -7% | -$154K | 0.08% | 144 |
|
|
2023
Q3 | $1.94M | Buy |
19,995
+32
| +0.2% | +$3.1K | 0.08% | 136 |
|
|
2023
Q2 | $2.18M | Buy |
19,963
+603
| +3% | +$65.7K | 0.1% | 127 |
|
|
2023
Q1 | $1.96M | Sell |
19,360
-10,130
| -34% | -$1.03M | 0.1% | 101 |
|
|
2022
Q4 | $3.24M | Buy |
29,490
+3,159
| +12% | +$347K | 0.18% | 73 |
|
|
2022
Q3 | $2.55M | Buy |
26,331
+23,100
| +715% | +$2.24M | 0.18% | 60 |
|
|
2022
Q2 | $351K | Sell |
3,231
-137
| -4% | -$14.9K | 0.03% | 153 |
|
|
2022
Q1 | $398K | Sell |
3,368
-156
| -4% | -$18.4K | 0.03% | 137 |
|
|
2021
Q4 | $442K | Sell |
3,524
-1,247
| -26% | -$156K | 0.04% | 131 |
|
|
2021
Q3 | $607K | Buy |
4,771
+922
| +24% | +$117K | 0.05% | 110 |
|
|
2021
Q2 | $474K | Buy |
3,849
+1,573
| +69% | +$194K | 0.04% | 118 |
|
|
2021
Q1 | $268K | Buy |
+2,276
| New | +$268K | 0.03% | 147 |
|
|
2018
Q4 | – | Sell |
-12,725
| Closed | -$934K | – | 118 |
|
|
2018
Q3 | $934K | Hold |
12,725
| – | – | 0.14% | 85 |
|
|
2018
Q2 | $776K | Hold |
12,725
| – | – | 0.12% | 95 |
|
|
2018
Q1 | $762K | Sell |
12,725
-367
| -3% | -$22K | 0.12% | 95 |
|
|
2017
Q4 | $747K | Hold |
13,092
| – | – | 0.11% | 127 |
|
|
2017
Q3 | $699K | Sell |
13,092
-90
| -0.7% | -$4.81K | 0.15% | 115 |
|
|
2017
Q2 | $641K | Buy |
13,182
+58
| +0.4% | +$2.82K | 0.16% | 116 |
|
|
2017
Q1 | $583K | Buy |
+13,124
| New | +$583K | 0.15% | 121 |
|
|
2015
Q4 | – | Sell |
-1,434
| Closed | -$58K | – | 131 |
|
|
2015
Q3 | $58K | Hold |
1,434
| – | – | 0.04% | 112 |
|
|
2015
Q2 | $70K | Buy |
1,434
+3
| +0.2% | +$146 | 0.04% | 96 |
|
|
2015
Q1 | $66K | Sell |
1,431
-223
| -13% | -$10.3K | 0.03% | 99 |
|
|
2014
Q4 | $74K | Buy |
1,654
+733
| +80% | +$32.8K | 0.04% | 90 |
|
|
2014
Q3 | $38K | Buy |
921
+519
| +129% | +$21.4K | 0.02% | 256 |
|
|
2014
Q2 | $16K | Buy |
402
+194
| +93% | +$7.72K | 0.01% | 359 |
|
|
2014
Q1 | $8K | Sell |
208
-4,607
| -96% | -$177K | ﹤0.01% | 462 |
|
|
2013
Q4 | $185K | Buy |
4,815
+87
| +2% | +$3.34K | 0.07% | 158 |
|
|
2013
Q3 | $157K | Buy |
+4,728
| New | +$157K | 0.08% | 117 |
|