WR Wealth Planners’s Abbott ABT Stock Holding History

WR Wealth Planners’s Portfolio ABT Stock Details ABT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$104K	Sell	917 -440	-32%	-$50.8K	0.03%	231
2024 Q3	$155K	Sell	1,357 -84	-6%	-$9.21K	0.04%	216
2024 Q2	$150K	Sell	1,441 -304	-17%	-$32.2K	0.05%	207
2024 Q1	$198K	Buy	+1,745	New	+$200K	0.06%	172
2023 Q4	–	Sell	-1,546	Closed	-$150K	–	190
2023 Q3	$150K	Buy	1,546 +320	+26%	+$33.6K	0.06%	197
2023 Q2	$134K	Buy	1,226 +339	+38%	+$36.1K	0.05%	210
2023 Q1	$89.9K	Buy	887 +387	+77%	+$40.9K	0.04%	246
2022 Q4	$54.9K	Hold	500	–	–	0.03%	167
2022 Q3	$48.4K	Sell	500 -187	-27%	-$19.9K	0.03%	163
2022 Q2	$74.7K	Buy	687 +1	+0.1%	+$114	0.05%	145
2022 Q1	$81.2K	Buy	+686	New	+$85K	0.05%	141

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

WR Wealth Planners's ABT Position: Q4 2024 in Review

WR Wealth Planners reduced its Abbott (ABT) stake by 32% in Q4 2024, selling an estimated $50.8K and leaving 917 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #231.

WR Wealth Planners first reported a position in ABT in Q1 2022 and has held it in 11 quarters since. The position peaked at $198K in Q1 2024. 3,066 funds tracked by Wall St. Rank hold ABT as of Q4 2024.

WR Wealth Planners held 917 shares of Abbott worth $104K as of Q4 2024.
WR Wealth Planners sold 440 Abbott shares in Q4 2024, an estimated $50.8K.
Abbott made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #231 holding.
WR Wealth Planners first reported a position in Abbott in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Abbott position peaked at $198K in Q1 2024.
3,066 funds tracked by Wall St. Rank held Abbott as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.