Wellspring Financial 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 | $263K | Buy |
1,933
+411
| +27% | +$55.9K | 0.03% | 121 |
|
2025
Q1 | $202K | Sell |
1,522
-801
| -34% | -$106K | 0.02% | 128 |
|
2024
Q4 | $263K | Buy |
2,323
+130
| +6% | +$14.7K | 0.03% | 107 |
|
2024
Q3 | $250K | Sell |
2,193
-538
| -20% | -$61.3K | 0.03% | 129 |
|
2024
Q2 | $284K | Buy |
2,731
+81
| +3% | +$8.42K | 0.04% | 110 |
|
2024
Q1 | $301K | Buy |
+2,650
| New | +$301K | 0.05% | 97 |
|
2023
Q4 | – | Sell |
-2,776
| Closed | -$269K | – | 137 |
|
2023
Q3 | $269K | Sell |
2,776
-527
| -16% | -$51K | 0.08% | 92 |
|
2023
Q2 | $360K | Buy |
3,303
+581
| +21% | +$63.3K | 0.1% | 73 |
|
2023
Q1 | $276K | Buy |
2,722
+339
| +14% | +$34.3K | 0.08% | 88 |
|
2022
Q4 | $262K | Buy |
2,383
+8
| +0.3% | +$878 | 0.09% | 88 |
|
2022
Q3 | $230K | Buy |
2,375
+8
| +0.3% | +$775 | 0.09% | 76 |
|
2022
Q2 | $257K | Sell |
2,367
-528
| -18% | -$57.3K | 0.09% | 72 |
|
2022
Q1 | $343K | Buy |
2,895
+11
| +0.4% | +$1.3K | 0.1% | 65 |
|
2021
Q4 | $406K | Buy |
2,884
+29
| +1% | +$4.08K | 0.11% | 63 |
|
2021
Q3 | $337K | Buy |
2,855
+72
| +3% | +$8.5K | 0.1% | 67 |
|
2021
Q2 | $323K | Buy |
+2,783
| New | +$323K | 0.1% | 68 |
|
2021
Q1 | – | Sell |
-2,773
| Closed | -$304K | – | 91 |
|
2020
Q4 | $304K | Buy |
2,773
+121
| +5% | +$13.3K | 0.11% | 67 |
|
2020
Q3 | $289K | Sell |
2,652
-143
| -5% | -$15.6K | 0.11% | 69 |
|
2020
Q2 | $256K | Buy |
+2,795
| New | +$256K | 0.11% | 76 |
|