Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-237,973
Closed -$8.16M 4738
2023
Q1
$8.16M Buy
237,973
+69,360
+41% +$2.32M 0.01% 1213
2022
Q4
$5.14M Buy
168,613
+29,688
+21% +$864K ﹤0.01% 1430
2022
Q3
$3.56M Buy
138,925
+45,724
+49% +$1.28M ﹤0.01% 1605
2022
Q2
$2.49M Buy
93,201
+10,770
+13% +$320K ﹤0.01% 1866
2022
Q1
$2.67M Buy
82,431
+4,036
+5% +$141K ﹤0.01% 1832
2021
Q4
$2.99M Buy
78,395
+6,377
+9% +$224K ﹤0.01% 1785
2021
Q3
$2.4M Buy
72,018
+4,202
+6% +$153K ﹤0.01% 1910
2021
Q2
$2.31M Buy
67,816
+5,691
+9% +$190K ﹤0.01% 1866
2021
Q1
$1.89M Buy
62,125
+432
+0.7% +$13K ﹤0.01% 1881
2020
Q4
$1.73M Buy
61,693
+6,926
+13% +$185K ﹤0.01% 1768
2020
Q3
$1.39M Sell
54,767
-3,994
-7% -$102K ﹤0.01% 1685
2020
Q2
$1.33M Buy
58,761
+15,838
+37% +$304K ﹤0.01% 1620
2020
Q1
$741K Sell
42,923
-44,646
-51% -$975K ﹤0.01% 1823
2019
Q4
$2.11M Buy
87,569
+13,653
+18% +$292K ﹤0.01% 1316
2019
Q3
$1.45M Buy
73,916
+7,064
+11% +$135K ﹤0.01% 1475
2019
Q2
$1.34M Buy
66,852
+3,696
+6% +$72K ﹤0.01% 1517
2019
Q1
$1.19M Sell
63,156
-3,872
-6% -$74.9K ﹤0.01% 1539
2018
Q4
$1.27M Sell
67,028
-1,825
-3% -$37K ﹤0.01% 1354
2018
Q3
$1.63M Buy
68,853
+3,969
+6% +$91K ﹤0.01% 1318
2018
Q2
$1.41M Buy
64,884
+1,640
+3% +$38.1K ﹤0.01% 1384
2018
Q1
$1.5M Buy
63,244
+17,095
+37% +$440K ﹤0.01% 1302
2017
Q4
$1.24M Buy
46,149
+7,873
+21% +$202K ﹤0.01% 1371
2017
Q3
$947K Buy
38,276
+2,757
+8% +$65.9K ﹤0.01% 1473
2017
Q2
$884K Buy
+35,519
New +$871K ﹤0.01% 1452
2016
Q2
Sell
-37,460
Closed -$715K 3049
2016
Q1
$715K Sell
37,460
-6,206
-14% -$110K ﹤0.01% 1918
2015
Q4
$751K Buy
43,666
+23,776
+120% +$438K ﹤0.01% 1911
2015
Q3
$362K Sell
19,890
-5,530
-22% -$108K ﹤0.01% 2057
2015
Q2
$522K Buy
25,420
+2,574
+11% +$56.5K ﹤0.01% 1870
2015
Q1
$488K Sell
22,846
-2,572
-10% -$52.9K ﹤0.01% 1864
2014
Q4
$538K Sell
25,418
-1,518
-6% -$32.8K ﹤0.01% 1722
2014
Q3
$596K Sell
26,936
-44
-0.2% -$1.01K ﹤0.01% 1646
2014
Q2
$621K Sell
26,980
-7,675
-22% -$186K ﹤0.01% 1647
2014
Q1
$894K Sell
34,655
-5,804
-14% -$148K 0.01% 1335
2013
Q4
$1.07M Buy
40,459
+3,753
+10% +$93.5K 0.01% 1201
2013
Q3
$860K Sell
36,706
-7,995
-18% -$180K 0.01% 1284
2013
Q2
$968K Buy
+44,701
New +$990K 0.01% 1142

Other funds holding ABB