Mount Yale Investment Advisors’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.47M Sell
18,158
-4,353
-19% -$592K 0.19% 106
2025
Q1
$2.99M Sell
22,511
-2,404
-10% -$319K 0.26% 84
2024
Q4
$2.82M Buy
24,915
+1,262
+5% +$143K 0.23% 92
2024
Q3
$2.7M Sell
23,653
-419
-2% -$47.8K 0.26% 87
2024
Q2
$2.5M Sell
24,072
-8,735
-27% -$908K 0.2% 104
2024
Q1
$3.73M Buy
32,807
+1,122
+4% +$128K 0.29% 76
2023
Q4
$3.49M Buy
31,685
+6,183
+24% +$681K 0.33% 77
2023
Q3
$2.47M Buy
25,502
+6,591
+35% +$638K 0.27% 86
2023
Q2
$2.06M Buy
18,911
+230
+1% +$25.1K 0.22% 106
2023
Q1
$1.89M Sell
18,681
-173
-0.9% -$17.5K 0.21% 109
2022
Q4
$2.07M Buy
18,854
+2,517
+15% +$276K 0.23% 102
2022
Q3
$1.58M Sell
16,337
-7,208
-31% -$698K 0.21% 108
2022
Q2
$2.56M Buy
23,545
+157
+0.7% +$17.1K 0.32% 72
2022
Q1
$2.77M Buy
23,388
+262
+1% +$31K 0.3% 73
2021
Q4
$3.26M Sell
23,126
-487
-2% -$68.5K 0.34% 72
2021
Q3
$2.79M Buy
23,613
+1,237
+6% +$146K 0.32% 78
2021
Q2
$2.59M Sell
22,376
-54
-0.2% -$6.26K 0.31% 80
2021
Q1
$2.69M Buy
22,430
+312
+1% +$37.4K 0.35% 72
2020
Q4
$2.42M Buy
22,118
+748
+4% +$81.9K 0.34% 76
2020
Q3
$2.33M Sell
21,370
-1,165
-5% -$127K 0.33% 70
2020
Q2
$2.06M Buy
22,535
+1,622
+8% +$148K 0.37% 72
2020
Q1
$1.65M Buy
20,913
+517
+3% +$40.8K 0.37% 65
2019
Q4
$1.78M Sell
20,396
-6,615
-24% -$576K 0.31% 80
2019
Q3
$2.28M Buy
27,011
+475
+2% +$40.1K 0.41% 63
2019
Q2
$2.25M Sell
26,536
-3,324
-11% -$281K 0.41% 58
2019
Q1
$2.39M Sell
29,860
-297
-1% -$23.7K 0.45% 52
2018
Q4
$2.22M Buy
30,157
+17,781
+144% +$1.31M 0.45% 52
2018
Q3
$897K Buy
12,376
+960
+8% +$69.6K 0.16% 122
2018
Q2
$696K Sell
11,416
-129
-1% -$7.87K 0.13% 140
2018
Q1
$692K Buy
+11,545
New +$692K 0.15% 134