Abacus Wealth Partners, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Abacus Wealth Partners, LLC

  • $655 Billion
  • Q2 2025
Number of Shares
12,413,063
Previous 15,615,489 20.51%
Holding current value
$130 Billion
Previous $158 Billion 18.0%
% of portfolio
19.81%
Previous 23.81%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
N/A
-3,202,426 Reduced 20.51%
12,413,063 $130 Billion
Q1 2025

May 08, 2025
BUY
N/A
120,148 Added 0.78%
15,615,489 $158 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
999,893 Added 6.9%
15,495,341 $157 Billion
Q3 2024

Oct 03, 2024
SELL
N/A
-196,642 Reduced 1.34%
14,495,448 $161 Billion
Q2 2024

Jul 11, 2024
BUY
N/A
374,501 Added 2.62%
14,692,090 $142 Billion
Q1 2024

Apr 10, 2024
BUY
N/A
602,948 Added 4.4%
14,317,589 $140 Billion
Q4 2023

Feb 07, 2024
BUY
N/A
13,714,641 New
13,714,641 $137 Billion
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