WR Wealth Planners’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $104K | Sell |
917
-440
| -32% | -$49.8K | 0.03% | 231 |
|
|
2024
Q3 | $155K | Sell |
1,357
-84
| -6% | -$9.58K | 0.04% | 216 |
|
|
2024
Q2 | $150K | Sell |
1,441
-304
| -17% | -$31.6K | 0.05% | 207 |
|
|
2024
Q1 | $198K | Buy |
+1,745
| New | +$198K | 0.06% | 172 |
|
|
2023
Q4 | – | Sell |
-1,546
| Closed | -$150K | – | 190 |
|
|
2023
Q3 | $150K | Buy |
1,546
+320
| +26% | +$31K | 0.06% | 197 |
|
|
2023
Q2 | $134K | Buy |
1,226
+339
| +38% | +$37K | 0.05% | 210 |
|
|
2023
Q1 | $89.9K | Buy |
887
+387
| +77% | +$39.2K | 0.04% | 246 |
|
|
2022
Q4 | $54.9K | Hold |
500
| – | – | 0.03% | 167 |
|
|
2022
Q3 | $48.4K | Sell |
500
-187
| -27% | -$18.1K | 0.03% | 163 |
|
|
2022
Q2 | $74.7K | Buy |
687
+1
| +0.1% | +$109 | 0.05% | 145 |
|
|
2022
Q1 | $81.2K | Buy |
+686
| New | +$81.2K | 0.05% | 141 |
|