CLA (CliftonLarsonAllen) Wealth Advisors’s Abbott ABT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.16M	Sell	11,327 -642	-5%	-$72.5K	0.02%	167
2025 Q4	$1.5M	Sell	11,969 -573	-5%	-$73K	0.02%	146
2025 Q3	$1.68M	Buy	12,542 +1,366	+12%	+$179K	0.03%	138
2025 Q2	$1.52M	Buy	11,176 +592	+6%	+$78.1K	0.03%	143
2025 Q1	$1.4M	Buy	10,584 +21	+0.2%	+$2.67K	0.03%	141
2024 Q4	$1.19M	Buy	+10,563	New	+$1.22M	0.02%	139
2024 Q1	–	Sell	-11,651	Closed	-$1.28M	–	180
2023 Q4	$1.28M	Buy	+11,651	New	+$1.16M	0.03%	119
2023 Q1	–	Sell	-10,277	Closed	-$1.13M	–	186
2022 Q4	$1.13M	Buy	+10,277	New	+$1.06M	0.04%	125
2021 Q4	–	Sell	-8,045	Closed	-$950K	–	175
2021 Q3	$950K	Sell	8,045 -87	-1%	-$10.7K	0.04%	151
2021 Q2	$943K	Buy	+8,132	New	+$948K	0.04%	154
2019 Q1	–	Sell	-12,882	Closed	-$932K	–	110
2018 Q4	$932K	Hold	12,882	–	–	0.09%	105
2018 Q3	$945K	Sell	12,882 -169	-1%	-$11.1K	0.09%	90
2018 Q2	$796K	Buy	13,051 +2,082	+19%	+$126K	0.08%	93
2018 Q1	$657K	Buy	10,969 +784	+8%	+$47.2K	0.07%	104
2017 Q4	$581K	Sell	10,185 -16,176	-61%	-$896K	0.06%	97
2017 Q3	$1.41M	Buy	26,361 +146	+0.6%	+$7.33K	0.15%	78
2017 Q2	$1.27M	Sell	26,215 -1,060	-4%	-$48K	0.14%	83
2017 Q1	$1.21M	Buy	27,275 +3,647	+15%	+$158K	0.14%	87
2016 Q4	$908K	Buy	23,628 +3,445	+17%	+$137K	0.1%	94
2016 Q3	$854K	Buy	+20,183	New	+$865K	0.1%	94