WealthSource Partners’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $785K | Sell |
7,128
-2,340
| -25% | -$258K | 0.05% | 232 |
|
|
2023
Q3 | $917K | Sell |
9,468
-119
| -1% | -$11.5K | 0.06% | 206 |
|
|
2023
Q2 | $1.05M | Buy |
9,587
+135
| +1% | +$14.7K | 0.07% | 189 |
|
|
2023
Q1 | $957K | Hold |
9,452
| – | – | 0.06% | 201 |
|
|
2022
Q4 | $1.04M | Sell |
9,452
-1,142
| -11% | -$125K | 0.07% | 190 |
|
|
2022
Q3 | $1.03M | Sell |
10,594
-593
| -5% | -$57.4K | 0.08% | 187 |
|
|
2022
Q2 | $1.22M | Sell |
11,187
-556
| -5% | -$60.4K | 0.09% | 166 |
|
|
2022
Q1 | $1.39M | Sell |
11,743
-696
| -6% | -$82.4K | 0.09% | 168 |
|
|
2021
Q4 | $1.75M | Sell |
12,439
-494
| -4% | -$69.5K | 0.14% | 119 |
|
|
2021
Q3 | $1.53M | Buy |
12,933
+2,074
| +19% | +$245K | 0.13% | 127 |
|
|
2021
Q2 | $1.26M | Sell |
10,859
-334
| -3% | -$38.7K | 0.11% | 140 |
|
|
2021
Q1 | $1.34M | Buy |
11,193
+4,415
| +65% | +$529K | 0.13% | 120 |
|
|
2020
Q4 | $742K | Sell |
6,778
-777
| -10% | -$85.1K | 0.09% | 151 |
|
|
2020
Q3 | $822K | Sell |
7,555
-120
| -2% | -$13.1K | 0.11% | 124 |
|
|
2020
Q2 | $702K | Sell |
7,675
-86
| -1% | -$7.87K | 0.1% | 145 |
|
|
2020
Q1 | $612K | Sell |
7,761
-2,895
| -27% | -$228K | 0.1% | 155 |
|
|
2019
Q4 | $926K | Sell |
10,656
-2,096
| -16% | -$182K | 0.12% | 153 |
|
|
2019
Q3 | $1.07M | Buy |
12,752
+50
| +0.4% | +$4.18K | 0.16% | 132 |
|
|
2019
Q2 | $1.07M | Buy |
12,702
+5,492
| +76% | +$462K | 0.17% | 132 |
|
|
2019
Q1 | $576K | Buy |
7,210
+1,689
| +31% | +$135K | 0.13% | 149 |
|
|
2018
Q4 | $399K | Buy |
5,521
+100
| +2% | +$7.23K | 0.11% | 176 |
|
|
2018
Q3 | $398K | Sell |
5,421
-171
| -3% | -$12.6K | 0.1% | 174 |
|
|
2018
Q2 | $341K | Buy |
+5,592
| New | +$341K | 0.1% | 195 |
|
|
2018
Q1 | – | Sell |
-3,775
| Closed | -$215K | – | 279 |
|
|
2017
Q4 | $215K | Sell |
3,775
-243
| -6% | -$13.8K | 0.07% | 271 |
|
|
2017
Q3 | $214K | Buy |
+4,018
| New | +$214K | 0.07% | 263 |
|
|
2017
Q2 | – | Sell |
-5,169
| Closed | -$230K | – | 284 |
|
|
2017
Q1 | $230K | Buy |
+5,169
| New | +$230K | 0.08% | 233 |
|