CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
11,176
+592
| +6% | +$80.5K | 0.03% | 143 |
|
|
2025
Q1 | $1.4M | Buy |
10,584
+21
| +0.2% | +$2.79K | 0.03% | 141 |
|
|
2024
Q4 | $1.19M | Buy |
+10,563
| New | +$1.19M | 0.02% | 139 |
|
|
2024
Q1 | – | Sell |
-11,651
| Closed | -$1.28M | – | 180 |
|
|
2023
Q4 | $1.28M | Buy |
+11,651
| New | +$1.28M | 0.03% | 119 |
|
|
2023
Q1 | – | Sell |
-10,277
| Closed | -$1.13M | – | 186 |
|
|
2022
Q4 | $1.13M | Buy |
+10,277
| New | +$1.13M | 0.04% | 125 |
|
|
2021
Q4 | – | Sell |
-8,045
| Closed | -$950K | – | 175 |
|
|
2021
Q3 | $950K | Sell |
8,045
-87
| -1% | -$10.3K | 0.04% | 151 |
|
|
2021
Q2 | $943K | Buy |
+8,132
| New | +$943K | 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% | -$12.4K | 0.09% | 90 |
|
|
2018
Q2 | $796K | Buy |
13,051
+2,082
| +19% | +$127K | 0.08% | 93 |
|
|
2018
Q1 | $657K | Buy |
10,969
+784
| +8% | +$47K | 0.07% | 104 |
|
|
2017
Q4 | $581K | Sell |
10,185
-16,176
| -61% | -$923K | 0.06% | 97 |
|
|
2017
Q3 | $1.41M | Buy |
26,361
+146
| +0.6% | +$7.79K | 0.15% | 78 |
|
|
2017
Q2 | $1.27M | Sell |
26,215
-1,060
| -4% | -$51.5K | 0.14% | 83 |
|
|
2017
Q1 | $1.21M | Buy |
27,275
+3,647
| +15% | +$162K | 0.14% | 87 |
|
|
2016
Q4 | $908K | Buy |
23,628
+3,445
| +17% | +$132K | 0.1% | 94 |
|
|
2016
Q3 | $854K | Buy |
+20,183
| New | +$854K | 0.1% | 94 |
|