Baldwin Wealth Partners’s ABB Ltd. ABB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,938
| Closed | -$132K | – | 712 |
|
|
2022
Q2 | $132K | Hold |
4,938
| – | – | 0.02% | 227 |
|
|
2022
Q1 | $160K | Buy |
4,938
+1,200
| +32% | +$38.9K | 0.02% | 226 |
|
|
2021
Q4 | $143K | Buy |
3,738
+1,513
| +68% | +$57.9K | 0.01% | 230 |
|
|
2021
Q3 | $74K | Buy |
2,225
+725
| +48% | +$24.1K | 0.01% | 303 |
|
|
2021
Q2 | $51K | Buy |
+1,500
| New | +$51K | 0.01% | 356 |
|
|
2018
Q4 | – | Sell |
-6,900
| Closed | -$163K | – | 551 |
|
|
2018
Q3 | $163K | Sell |
6,900
-485
| -7% | -$11.5K | 0.02% | 215 |
|
|
2018
Q2 | $161K | Sell |
7,385
-7,900
| -52% | -$172K | 0.03% | 215 |
|
|
2018
Q1 | $363K | Buy |
15,285
+445
| +3% | +$10.6K | 0.06% | 150 |
|
|
2017
Q4 | $398K | Hold |
14,840
| – | – | 0.06% | 145 |
|
|
2017
Q3 | $367K | Hold |
14,840
| – | – | 0.06% | 148 |
|
|
2017
Q2 | $370K | Hold |
14,840
| – | – | 0.06% | 151 |
|
|
2017
Q1 | $347K | Sell |
14,840
-760
| -5% | -$17.8K | 0.06% | 155 |
|
|
2016
Q4 | $329K | Buy |
15,600
+805
| +5% | +$17K | 0.06% | 149 |
|
|
2016
Q3 | $333K | Buy |
+14,795
| New | +$333K | 0.06% | 147 |
|
|
2014
Q1 | – | Sell |
-289,218
| Closed | -$7.68M | – | 256 |
|
|
2013
Q4 | $7.68M | Sell |
289,218
-27,835
| -9% | -$739K | 1.23% | 30 |
|
|
2013
Q3 | $7.48M | Sell |
317,053
-9,497
| -3% | -$224K | 1.37% | 21 |
|
|
2013
Q2 | $7.07M | Buy |
+326,550
| New | +$7.07M | 1.4% | 21 |
|