Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-21,525
Closed -$772K 1212
2023
Q3
$772K Sell
21,525
-9,041
-30% -$324K 0.01% 652
2023
Q2
$1.2M Sell
30,566
-3,178
-9% -$113K 0.01% 548
2023
Q1
$1.16M Sell
33,744
-598
-2% -$20K 0.01% 535
2022
Q4
$1.05M Sell
34,342
-12,876
-27% -$375K 0.01% 548
2022
Q3
$1.21M Sell
47,218
-3,307
-7% -$92.9K 0.01% 512
2022
Q2
$1.35M Sell
50,525
-238
-0.5% -$7.07K 0.01% 512
2022
Q1
$1.64M Buy
50,763
+4,155
+9% +$145K 0.01% 499
2021
Q4
$1.78M Buy
46,608
+28
+0.1% +$982 0.01% 492
2021
Q3
$1.55M Buy
46,580
+592
+1% +$21.5K 0.01% 509
2021
Q2
$1.56M Buy
45,988
+71
+0.2% +$2.37K 0.01% 505
2021
Q1
$1.4M Buy
45,917
+4,417
+11% +$133K 0.01% 504
2020
Q4
$1.16M Hold
41,500
0.01% 522
2020
Q3
$1.06M Sell
41,500
-203
-0.5% -$5.18K 0.01% 499
2020
Q2
$941K Sell
41,703
-2,291
-5% -$44K 0.01% 514
2020
Q1
$760K Sell
43,994
-2,091
-5% -$45.7K 0.01% 480
2019
Q4
$1.11M Sell
46,085
-1,255
-3% -$26.9K 0.01% 461
2019
Q3
$931K Sell
47,340
-3,150
-6% -$60.1K 0.01% 487
2019
Q2
$1.01M Sell
50,490
-3,148
-6% -$61.3K 0.01% 426
2019
Q1
$1.01M Sell
53,638
-2,900
-5% -$56.1K 0.01% 401
2018
Q4
$1.07M Sell
56,538
-13,672
-19% -$277K 0.01% 377
2018
Q3
$1.66M Buy
70,210
+1,372
+2% +$31.5K 0.02% 328
2018
Q2
$1.5M Sell
68,838
-3,000
-4% -$69.6K 0.02% 340
2018
Q1
$1.71M Sell
71,838
-3,141
-4% -$80.8K 0.02% 318
2017
Q4
$2.01M Hold
74,979
0.03% 296
2017
Q3
$1.86M Sell
74,979
-61,577
-45% -$1.47M 0.03% 306
2017
Q2
$3.4M Hold
136,556
0.05% 215
2017
Q1
$3.2M Sell
136,556
-3,187
-2% -$72.8K 0.05% 222
2016
Q4
$2.94M Sell
139,743
-9,900
-7% -$211K 0.04% 227
2016
Q3
$3.37M Hold
149,643
0.05% 218
2016
Q2
$2.97M Buy
149,643
+2,857
+2% +$58.3K 0.05% 231
2016
Q1
$2.85M Sell
146,786
-19,121
-12% -$338K 0.05% 227
2015
Q4
$2.94M Sell
165,907
-40,675
-20% -$749K 0.05% 227
2015
Q3
$3.65M Sell
206,582
-1,390
-0.7% -$27.1K 0.06% 208
2015
Q2
$4.34M Buy
207,972
+18,095
+10% +$397K 0.07% 194
2015
Q1
$4.02M Buy
189,877
+11,030
+6% +$227K 0.06% 203
2014
Q4
$3.78M Buy
178,847
+5,958
+3% +$129K 0.06% 209
2014
Q3
$3.87M Buy
172,889
+1,335
+0.8% +$30.6K 0.06% 205
2014
Q2
$3.95M Buy
171,554
+8,067
+5% +$195K 0.06% 203
2014
Q1
$4.22M Buy
163,487
+11,700
+8% +$298K 0.07% 184
2013
Q4
$4.03M Buy
151,787
+25,174
+20% +$627K 0.07% 184
2013
Q3
$2.99M Buy
126,613
+16,601
+15% +$374K 0.05% 206
2013
Q2
$2.38M Buy
+110,012
New +$2.44M 0.04% 228

Other funds holding ABB