XWM
Xcel Wealth Management’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
14,030
-2,067
| -13% | -$281K | 0.54% | 45 |
|
|
2025
Q1 | $2.14M | Sell |
16,097
-562
| -3% | -$74.5K | 0.67% | 39 |
|
|
2024
Q4 | $1.88M | Buy |
16,659
+225
| +1% | +$25.5K | 0.52% | 39 |
|
|
2024
Q3 | $1.87M | Buy |
16,434
+625
| +4% | +$71.3K | 0.55% | 42 |
|
|
2024
Q2 | $1.64M | Buy |
15,809
+9,155
| +138% | +$951K | 0.51% | 43 |
|
|
2024
Q1 | $756K | Buy |
+6,654
| New | +$756K | 0.24% | 69 |
|
|
2022
Q2 | – | Sell |
-1,757
| Closed | -$208K | – | 122 |
|
|
2022
Q1 | $208K | Hold |
1,757
| – | – | 0.06% | 132 |
|
|
2021
Q4 | $247K | Buy |
+1,757
| New | +$247K | 0.06% | 133 |
|