WFAG
Worth Financial Advisory Group’s Abbott ABT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-6,159
| Closed | -$697K | – | 157 |
|
2024
Q4 | $697K | Sell |
6,159
-230
| -4% | -$26K | 0.43% | 60 |
|
2024
Q3 | $728K | Buy |
6,389
+361
| +6% | +$41.2K | 0.43% | 57 |
|
2024
Q2 | $626K | Buy |
+6,028
| New | +$626K | 0.41% | 62 |
|
2023
Q2 | – | Sell |
-2,719
| Closed | -$275K | – | 119 |
|
2023
Q1 | $275K | Buy |
2,719
+748
| +38% | +$75.7K | 0.26% | 92 |
|
2022
Q4 | $216K | Buy |
+1,971
| New | +$216K | 0.25% | 100 |
|