Milestone Investment Advisors’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,153
Closed -$112K 129
2023
Q3
$112K Buy
+1,153
New +$121K 0.03% 140
2023
Q2
Sell
-1,153
Closed -$117K 125
2023
Q1
$117K Buy
+1,153
New +$122K 0.04% 135

Other funds holding ABT

Milestone Investment Advisors's ABT Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Abbott (ABT) in Q4 2023, closing a stake of 1,153 shares — an estimated $112K sold.

Milestone Investment Advisors first reported a position in ABT in Q1 2023 and held it in 2 quarters. The position peaked at $117K in Q1 2023. 2,886 funds tracked by Wall St. Rank hold ABT as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Abbott position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,153 Abbott shares in Q4 2023, an estimated $112K.
  • Milestone Investment Advisors first reported a position in Abbott in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Abbott position peaked at $117K in Q1 2023.
  • 2,886 funds tracked by Wall St. Rank held Abbott as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.