WGAM
Wilkinson Global Asset Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,926
| Closed | -$219K | – | 81 |
|
|
2024
Q1 | $219K | Hold |
1,926
| – | – | 0.01% | 82 |
|
|
2023
Q4 | $212K | Buy |
+1,926
| New | +$212K | 0.01% | 87 |
|
|
2023
Q3 | – | Sell |
-1,981
| Closed | -$216K | – | 91 |
|
|
2023
Q2 | $216K | Hold |
1,981
| – | – | 0.02% | 91 |
|
|
2023
Q1 | $201K | Hold |
1,981
| – | – | 0.02% | 91 |
|
|
2022
Q4 | $217K | Buy |
+1,981
| New | +$217K | 0.02% | 89 |
|
|
2022
Q3 | – | Sell |
-1,981
| Closed | -$215K | – | 91 |
|
|
2022
Q2 | $215K | Sell |
1,981
-150
| -7% | -$16.3K | 0.02% | 87 |
|
|
2022
Q1 | $252K | Sell |
2,131
-600
| -22% | -$71K | 0.02% | 81 |
|
|
2021
Q4 | $384K | Buy |
2,731
+590
| +28% | +$83K | 0.02% | 69 |
|
|
2021
Q3 | $253K | Hold |
2,141
| – | – | 0.02% | 86 |
|
|
2021
Q2 | $248K | Hold |
2,141
| – | – | 0.01% | 83 |
|
|
2021
Q1 | $257K | Buy |
+2,141
| New | +$257K | 0.02% | 79 |
|