Ownership history in Pacific Wealth Management Β· 14 quarters on record
This page tracks every 13F SEC filing in which Pacific Wealth Management reported a position in ABBOTT LABS (ABT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Pacific Wealth Management underperformed the S&P 500 by β10.7% annually on this ABT position. Timing score: 80% (8/10 decisions correct). Average cost basis: $90.53. Maximum drawdown during holding period: β10.7%.
β Significantly underperformed the S&P 500 by 10.7% ann.
13 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 10 add/trim decisions correct
Best entry: $90.39 (2022 Q3) Β· Worst: $105.38 (2023 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 6 trims. Bought during 3 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.42% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size