Geneos Wealth Management’s ABB Ltd. ABB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,883
| Closed | -$167K | – | 2988 |
|
|
2024
Q3 | $167K | Buy |
2,883
+1,334
| +86% | +$77.3K | 0.01% | 815 |
|
|
2024
Q2 | $86.3K | Buy |
1,549
+20
| +1% | +$1.11K | ﹤0.01% | 907 |
|
|
2024
Q1 | $70.9K | Buy |
1,529
+46
| +3% | +$2.13K | ﹤0.01% | 953 |
|
|
2023
Q4 | $65.7K | Buy |
1,483
+111
| +8% | +$4.92K | ﹤0.01% | 975 |
|
|
2023
Q3 | $48.8K | Sell |
1,372
-622
| -31% | -$22.1K | ﹤0.01% | 1084 |
|
|
2023
Q2 | $78.3K | Buy |
1,994
+46
| +2% | +$1.81K | ﹤0.01% | 947 |
|
|
2023
Q1 | $66.8K | Hold |
1,948
| – | – | ﹤0.01% | 979 |
|
|
2022
Q4 | $59.3K | Sell |
1,948
-24
| -1% | -$731 | ﹤0.01% | 992 |
|
|
2022
Q3 | $50K | Sell |
1,972
-2,327
| -54% | -$59K | ﹤0.01% | 1032 |
|
|
2022
Q2 | $114K | Sell |
4,299
-159
| -4% | -$4.22K | 0.01% | 967 |
|
|
2022
Q1 | $144K | Buy |
4,458
+71
| +2% | +$2.29K | 0.01% | 949 |
|
|
2021
Q4 | $167K | Sell |
4,387
-389
| -8% | -$14.8K | 0.01% | 949 |
|
|
2021
Q3 | $158K | Buy |
4,776
+10
| +0.2% | +$331 | 0.01% | 964 |
|
|
2021
Q2 | $164K | Sell |
4,766
-50
| -1% | -$1.72K | 0.01% | 939 |
|
|
2021
Q1 | $156K | Buy |
4,816
+150
| +3% | +$4.86K | ﹤0.01% | 1086 |
|
|
2020
Q4 | $146K | Sell |
4,666
-2,410
| -34% | -$75.4K | 0.01% | 969 |
|
|
2020
Q3 | $177K | Buy |
7,076
+50
| +0.7% | +$1.25K | 0.01% | 725 |
|
|
2020
Q2 | $152K | Sell |
7,026
-300
| -4% | -$6.49K | 0.01% | 748 |
|
|
2020
Q1 | $133K | Buy |
7,326
+1,503
| +26% | +$27.3K | 0.01% | 749 |
|
|
2019
Q4 | $140K | Buy |
5,823
+231
| +4% | +$5.55K | 0.01% | 821 |
|
|
2019
Q3 | $109K | Sell |
5,592
-425
| -7% | -$8.28K | 0.01% | 864 |
|
|
2019
Q2 | $120K | Sell |
6,017
-504
| -8% | -$10.1K | 0.01% | 840 |
|
|
2019
Q1 | $123K | Hold |
6,521
| – | – | 0.01% | 793 |
|
|
2018
Q4 | $123K | Buy |
6,521
+2,460
| +61% | +$46.4K | 0.01% | 769 |
|
|
2018
Q3 | $95K | Sell |
4,061
-306
| -7% | -$7.16K | 0.01% | 904 |
|
|
2018
Q2 | $95K | Buy |
4,367
+306
| +8% | +$6.66K | 0.01% | 806 |
|
|
2018
Q1 | $96K | Buy |
4,061
+638
| +19% | +$15.1K | 0.01% | 768 |
|
|
2017
Q4 | $91K | Buy |
3,423
+1,425
| +71% | +$37.9K | 0.01% | 778 |
|
|
2017
Q3 | $49K | Hold |
1,998
| – | – | ﹤0.01% | 960 |
|
|
2017
Q2 | $49K | Sell |
1,998
-525
| -21% | -$12.9K | 0.01% | 929 |
|
|
2017
Q1 | $59K | Buy |
2,523
+340
| +16% | +$7.95K | 0.01% | 832 |
|
|
2016
Q4 | $45K | Sell |
2,183
-161
| -7% | -$3.32K | 0.01% | 879 |
|
|
2016
Q3 | $52K | Hold |
2,344
| – | – | 0.01% | 801 |
|
|
2016
Q2 | $46K | Sell |
2,344
-214
| -8% | -$4.2K | 0.01% | 845 |
|
|
2016
Q1 | $49K | Buy |
+2,558
| New | +$49K | 0.01% | 808 |
|