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