LWCFA
ABB
Loring Wolcott & Coolidge Fiduciary Advisors’s ABB Ltd. ABB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-772
| Closed | -$29K | – | 730 |
|
2021
Q4 | $29K | Hold |
772
| – | – | ﹤0.01% | 514 |
|
2021
Q3 | $26K | Hold |
772
| – | – | ﹤0.01% | 513 |
|
2021
Q2 | $26K | Buy |
+772
| New | +$26K | ﹤0.01% | 521 |
|
2021
Q1 | – | Sell |
-616
| Closed | -$17K | – | 748 |
|
2020
Q4 | $17K | Buy |
+616
| New | +$17K | ﹤0.01% | 525 |
|
2019
Q3 | – | Sell |
-720
| Closed | -$14K | – | 748 |
|
2019
Q2 | $14K | Hold |
720
| – | – | ﹤0.01% | 543 |
|
2019
Q1 | $14K | Hold |
720
| – | – | ﹤0.01% | 542 |
|
2018
Q4 | $14K | Hold |
720
| – | – | ﹤0.01% | 547 |
|
2018
Q3 | $17K | Hold |
720
| – | – | ﹤0.01% | 508 |
|
2018
Q2 | $16K | Sell |
720
-430
| -37% | -$9.56K | ﹤0.01% | 518 |
|
2018
Q1 | $27K | Hold |
1,150
| – | – | ﹤0.01% | 505 |
|
2017
Q4 | $31K | Hold |
1,150
| – | – | ﹤0.01% | 476 |
|
2017
Q3 | $28K | Hold |
1,150
| – | – | ﹤0.01% | 473 |
|
2017
Q2 | $27K | Sell |
1,150
-450
| -28% | -$10.6K | ﹤0.01% | 469 |
|
2017
Q1 | $37K | Hold |
1,600
| – | – | ﹤0.01% | 445 |
|
2016
Q4 | $34K | Hold |
1,600
| – | – | ﹤0.01% | 429 |
|
2016
Q3 | $36K | Hold |
1,600
| – | – | ﹤0.01% | 428 |
|
2016
Q2 | $32K | Sell |
1,600
-650
| -29% | -$13K | ﹤0.01% | 438 |
|
2016
Q1 | $44K | Hold |
2,250
| – | – | ﹤0.01% | 408 |
|
2015
Q4 | $40K | Sell |
2,250
-1,250
| -36% | -$22.2K | ﹤0.01% | 446 |
|
2015
Q3 | $73K | Hold |
3,500
| – | – | ﹤0.01% | 385 |
|
2015
Q2 | $73K | Sell |
3,500
-524
| -13% | -$10.9K | ﹤0.01% | 385 |
|
2015
Q1 | $85K | Sell |
4,024
-1,755
| -30% | -$37.1K | ﹤0.01% | 379 |
|
2014
Q4 | $122K | Sell |
5,779
-4,464
| -44% | -$94.2K | ﹤0.01% | 335 |
|
2014
Q3 | $230K | Sell |
10,243
-92,246
| -90% | -$2.07M | 0.01% | 251 |
|
2014
Q2 | $2.36M | Sell |
102,489
-941,808
| -90% | -$21.7M | 0.06% | 109 |
|
2014
Q1 | $26.9M | Sell |
1,044,297
-94,611
| -8% | -$2.44M | 0.74% | 38 |
|
2013
Q4 | $30.2M | Sell |
1,138,908
-45,785
| -4% | -$1.22M | 0.83% | 37 |
|
2013
Q3 | $27.9M | Buy |
1,184,693
+10,554
| +0.9% | +$249K | 0.85% | 36 |
|
2013
Q2 | $25.4M | Buy |
+1,174,139
| New | +$25.4M | 0.8% | 39 |
|