United Capital Financial Advisors’s Cabot Corp CBT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $201K | Sell |
2,675
-1,860
| -41% | -$140K | ﹤0.01% | 1050 |
|
2025
Q1 | $377K | Buy |
4,535
+1,653
| +57% | +$137K | ﹤0.01% | 818 |
|
2024
Q4 | $263K | Sell |
2,882
-1,685
| -37% | -$154K | ﹤0.01% | 919 |
|
2024
Q3 | $510K | Buy |
4,567
+5
| +0.1% | +$559 | ﹤0.01% | 721 |
|
2024
Q2 | $419K | Sell |
4,562
-15
| -0.3% | -$1.38K | ﹤0.01% | 746 |
|
2024
Q1 | $422K | Buy |
4,577
+8
| +0.2% | +$738 | ﹤0.01% | 774 |
|
2023
Q4 | $382K | Buy |
4,569
+1,103
| +32% | +$92.1K | ﹤0.01% | 799 |
|
2023
Q3 | $240K | Buy |
3,466
+188
| +6% | +$13K | ﹤0.01% | 766 |
|
2023
Q2 | $219K | Sell |
3,278
-80
| -2% | -$5.35K | ﹤0.01% | 834 |
|
2023
Q1 | $257K | Buy |
3,358
+114
| +4% | +$8.74K | ﹤0.01% | 859 |
|
2022
Q4 | $217K | Sell |
3,244
-1,608
| -33% | -$107K | ﹤0.01% | 962 |
|
2022
Q3 | $310K | Sell |
4,852
-94
| -2% | -$6.01K | ﹤0.01% | 901 |
|
2022
Q2 | $316K | Buy |
4,946
+122
| +3% | +$7.8K | ﹤0.01% | 924 |
|
2022
Q1 | $330K | Sell |
4,824
-1
| -0% | -$68 | ﹤0.01% | 956 |
|
2021
Q4 | $271K | Buy |
4,825
+11
| +0.2% | +$618 | ﹤0.01% | 1054 |
|
2021
Q3 | $241K | Buy |
+4,814
| New | +$241K | ﹤0.01% | 1081 |
|
2019
Q1 | – | Sell |
-6,905
| Closed | -$297K | – | 1337 |
|
2018
Q4 | $297K | Buy |
6,905
+1,607
| +30% | +$69.1K | ﹤0.01% | 1067 |
|
2018
Q3 | $332K | Buy |
5,298
+19
| +0.4% | +$1.19K | ﹤0.01% | 1070 |
|
2018
Q2 | $326K | Sell |
5,279
-380
| -7% | -$23.5K | ﹤0.01% | 1059 |
|
2018
Q1 | $315K | Buy |
+5,659
| New | +$315K | ﹤0.01% | 1079 |
|
2017
Q3 | – | Sell |
-21,544
| Closed | -$1.15M | – | 1311 |
|
2017
Q2 | $1.15M | Buy |
21,544
+576
| +3% | +$30.8K | 0.01% | 730 |
|
2017
Q1 | $1.26M | Buy |
20,968
+2,602
| +14% | +$156K | 0.01% | 684 |
|
2016
Q4 | $928K | Buy |
18,366
+1,279
| +7% | +$64.6K | 0.01% | 772 |
|
2016
Q3 | $896K | Sell |
17,087
-302
| -2% | -$15.8K | 0.01% | 800 |
|
2016
Q2 | $800K | Buy |
17,389
+1,673
| +11% | +$77K | 0.01% | 792 |
|
2016
Q1 | $760K | Buy |
15,716
+947
| +6% | +$45.8K | 0.01% | 769 |
|
2015
Q4 | $604K | Buy |
14,769
+4,907
| +50% | +$201K | 0.01% | 842 |
|
2015
Q3 | $311K | Buy |
9,862
+2,375
| +32% | +$74.9K | ﹤0.01% | 1047 |
|
2015
Q2 | $279K | Buy |
7,487
+693
| +10% | +$25.8K | ﹤0.01% | 1095 |
|
2015
Q1 | $290K | Buy |
6,794
+1,981
| +41% | +$84.6K | ﹤0.01% | 1079 |
|
2014
Q4 | $211K | Sell |
4,813
-1,793
| -27% | -$78.6K | ﹤0.01% | 1085 |
|
2014
Q3 | $335K | Buy |
+6,606
| New | +$335K | 0.01% | 905 |
|