Valeo Financial Advisors’s Abbott ABT Stock Holding History

Valeo Financial Advisors’s Portfolio ABT Stock Details ABT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.71M	Buy	34,596 +2,298	+7%	+$313K	0.12%	93
2025 Q1	$4.28M	Buy	32,298 +809	+3%	+$107K	0.12%	83
2024 Q4	$3.56M	Buy	31,489 +507	+2%	+$57.3K	0.1%	93
2024 Q3	$3.53M	Sell	30,982 -935	-3%	-$107K	0.1%	100
2024 Q2	$3.32M	Buy	31,917 +1,171	+4%	+$122K	0.1%	98
2024 Q1	$3.29M	Buy	30,746 +188	+0.6%	+$20.1K	0.12%	97
2023 Q4	$3.36M	Buy	30,558 +6,537	+27%	+$720K	0.14%	91
2023 Q3	$2.33M	Sell	24,021 -1,836	-7%	-$178K	0.11%	111
2023 Q2	$2.82M	Sell	25,857 -539	-2%	-$58.8K	0.13%	95
2023 Q1	$2.67M	Buy	26,396 +1,780	+7%	+$180K	0.13%	98
2022 Q4	$2.7M	Sell	24,616 -350	-1%	-$38.4K	0.15%	88
2022 Q3	$2.42M	Buy	24,966 +4,500	+22%	+$435K	0.15%	91
2022 Q2	$2.22M	Sell	20,466 -3,300	-14%	-$359K	0.14%	89
2022 Q1	$2.81M	Buy	23,766 +3,123	+15%	+$370K	0.14%	91
2021 Q4	$2.91M	Sell	20,643 -1,329	-6%	-$187K	0.16%	82
2021 Q3	$2.6M	Buy	21,972 +1,946	+10%	+$230K	0.15%	88
2021 Q2	$2.32M	Sell	20,026 -8,192	-29%	-$950K	0.14%	91
2021 Q1	$3.38M	Buy	28,218 +291	+1%	+$34.9K	0.16%	77
2020 Q4	$3.06M	Buy	27,927 +8,890	+47%	+$973K	0.16%	74
2020 Q3	$2.07M	Sell	19,037 -656	-3%	-$71.4K	0.18%	81
2020 Q2	$1.8M	Sell	19,693 -299	-1%	-$27.3K	0.16%	85
2020 Q1	$1.72M	Sell	19,992 -1,527	-7%	-$131K	0.18%	81
2019 Q4	$1.87M	Buy	21,519 +1,238	+6%	+$108K	0.18%	87
2019 Q3	$1.7M	Sell	20,281 -1,847	-8%	-$154K	0.19%	79
2019 Q2	$1.86M	Buy	22,128 +281	+1%	+$23.6K	0.21%	76
2019 Q1	$1.75M	Buy	21,847 +1,193	+6%	+$95.3K	0.21%	82
2018 Q4	$1.49M	Sell	20,654 -35	-0.2%	-$2.53K	0.21%	77
2018 Q3	$1.42M	Buy	20,689 +2,308	+13%	+$159K	0.19%	87
2018 Q2	$1.17M	Buy	18,381 +1,835	+11%	+$117K	0.16%	101
2018 Q1	$991K	Sell	16,546 -1,613	-9%	-$96.6K	0.16%	103
2017 Q4	$1.04M	Buy	18,159 +191	+1%	+$10.9K	0.17%	100
2017 Q3	$959K	Buy	+17,968	New	+$959K	0.22%	89