WJWM
Williams Jones Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.6M | Buy |
173,866
+1,750
| +1% | +$238K | 0.28% | 63 |
|
|
2025
Q1 | $22.8M | Sell |
172,116
-5,589
| -3% | -$741K | 0.29% | 60 |
|
|
2024
Q4 | $20.1M | Buy |
177,705
+3,393
| +2% | +$384K | 0.24% | 70 |
|
|
2024
Q3 | $19.9M | Sell |
174,312
-232,157
| -57% | -$26.5M | 0.23% | 73 |
|
|
2024
Q2 | $42.2M | Buy |
406,469
+23,629
| +6% | +$2.46M | 0.52% | 42 |
|
|
2024
Q1 | $43.5M | Buy |
382,840
+92,819
| +32% | +$10.5M | 0.55% | 43 |
|
|
2023
Q4 | $31.9M | Buy |
290,021
+39,979
| +16% | +$4.4M | 0.45% | 47 |
|
|
2023
Q3 | $24.2M | Sell |
250,042
-989
| -0.4% | -$95.8K | 0.37% | 58 |
|
|
2023
Q2 | $27.4M | Buy |
251,031
+12,837
| +5% | +$1.4M | 0.41% | 52 |
|
|
2023
Q1 | $24.1M | Buy |
238,194
+8,325
| +4% | +$843K | 0.38% | 59 |
|
|
2022
Q4 | $25.2M | Sell |
229,869
-14,869
| -6% | -$1.63M | 0.42% | 53 |
|
|
2022
Q3 | $23.7M | Sell |
244,738
-913
| -0.4% | -$88.3K | 0.41% | 52 |
|
|
2022
Q2 | $26.7M | Buy |
245,651
+6,107
| +3% | +$664K | 0.43% | 50 |
|
|
2022
Q1 | $28.4M | Buy |
239,544
+5,827
| +2% | +$690K | 0.4% | 54 |
|
|
2021
Q4 | $32.9M | Buy |
233,717
+9,157
| +4% | +$1.29M | 0.41% | 55 |
|
|
2021
Q3 | $26.5M | Buy |
224,560
+5,356
| +2% | +$633K | 0.37% | 55 |
|
|
2021
Q2 | $25.4M | Buy |
219,204
+70,263
| +47% | +$8.15M | 0.36% | 58 |
|
|
2021
Q1 | $17.8M | Buy |
148,941
+3,717
| +3% | +$445K | 0.28% | 67 |
|
|
2020
Q4 | $15.9M | Buy |
145,224
+2,016
| +1% | +$221K | 0.26% | 69 |
|
|
2020
Q3 | $15.6M | Sell |
143,208
-2,527
| -2% | -$275K | 0.29% | 67 |
|
|
2020
Q2 | $13.3M | Buy |
145,735
+15,838
| +12% | +$1.45M | 0.27% | 68 |
|
|
2020
Q1 | $10.3M | Sell |
129,897
-6,336
| -5% | -$500K | 0.27% | 68 |
|
|
2019
Q4 | $11.8M | Sell |
136,233
-3,150
| -2% | -$274K | 0.23% | 80 |
|
|
2019
Q3 | $11.7M | Buy |
+139,383
| New | +$11.7M | 0.24% | 78 |
|