Wealthquest’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $986K | Sell |
7,247
-113
| -2% | -$15.4K | 0.08% | 51 |
|
|
2025
Q1 | $976K | Sell |
7,360
-109
| -1% | -$14.5K | 0.08% | 52 |
|
|
2024
Q4 | $845K | Sell |
7,469
-38
| -0.5% | -$4.3K | 0.07% | 56 |
|
|
2024
Q3 | $853K | Sell |
7,507
-873
| -10% | -$99.1K | 0.08% | 55 |
|
|
2024
Q2 | $871K | Buy |
8,380
+1
| +0% | +$104 | 0.09% | 53 |
|
|
2024
Q1 | $952K | Hold |
8,379
| – | – | 0.1% | 50 |
|
|
2023
Q4 | $922K | Hold |
8,379
| – | – | 0.1% | 55 |
|
|
2023
Q3 | $812K | Sell |
8,379
-406
| -5% | -$39.3K | 0.1% | 55 |
|
|
2023
Q2 | $958K | Buy |
8,785
+988
| +13% | +$108K | 0.11% | 52 |
|
|
2023
Q1 | $790K | Sell |
7,797
-1,185
| -13% | -$120K | 0.1% | 55 |
|
|
2022
Q4 | $986K | Hold |
8,982
| – | – | 0.13% | 52 |
|
|
2022
Q3 | $869K | Hold |
8,982
| – | – | 0.12% | 53 |
|
|
2022
Q2 | $975K | Sell |
8,982
-2,904
| -24% | -$315K | 0.15% | 51 |
|
|
2022
Q1 | $1.67M | Hold |
11,886
| – | – | 0.26% | 39 |
|
|
2021
Q4 | $1.67M | Sell |
11,886
-106
| -0.9% | -$14.9K | 0.26% | 39 |
|
|
2021
Q3 | $1.42M | Sell |
11,992
-388
| -3% | -$45.8K | 0.24% | 40 |
|
|
2021
Q2 | $1.44M | Buy |
12,380
+1,734
| +16% | +$201K | 0.25% | 40 |
|
|
2021
Q1 | $1.28M | Buy |
10,646
+245
| +2% | +$29.3K | 0.24% | 43 |
|
|
2020
Q4 | $1.14M | Buy |
10,401
+39
| +0.4% | +$4.27K | 0.24% | 39 |
|
|
2020
Q3 | $1.13M | Hold |
10,362
| – | – | 0.28% | 36 |
|
|
2020
Q2 | $947K | Buy |
+10,362
| New | +$947K | 0.24% | 45 |
|
|
2019
Q4 | $1.01M | Sell |
11,668
-790
| -6% | -$68.6K | 0.29% | 58 |
|
|
2019
Q3 | $1.04M | Sell |
12,458
-3,128
| -20% | -$262K | 0.35% | 55 |
|
|
2019
Q2 | $1.31M | Buy |
15,586
+2,378
| +18% | +$200K | 0.5% | 43 |
|
|
2019
Q1 | $1.06M | Sell |
13,208
-198
| -1% | -$15.8K | 0.4% | 46 |
|
|
2018
Q4 | $969K | Buy |
+13,406
| New | +$969K | 0.4% | 46 |
|
|
2015
Q3 | $366K | Sell |
9,092
-400
| -4% | -$16.1K | 0.66% | 22 |
|
|
2015
Q2 | $466K | Sell |
9,492
-68
| -0.7% | -$3.34K | 0.68% | 16 |
|
|
2015
Q1 | $443K | Hold |
9,560
| – | – | 0.64% | 19 |
|
|
2014
Q4 | $430K | Buy |
+9,560
| New | +$430K | 0.44% | 21 |
|