United Capital Financial Advisors’s ABB Ltd ABB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-62,281
| Closed | -$2.45M | – | 915 |
|
|
2023
Q2 | $2.45M | Sell |
62,281
-851
| -1% | -$30.3K | 0.01% | 414 |
|
|
2023
Q1 | $2.17M | Sell |
63,132
-883
| -1% | -$29.6K | 0.01% | 438 |
|
|
2022
Q4 | $1.95M | Sell |
64,015
-6,853
| -10% | -$200K | 0.01% | 489 |
|
|
2022
Q3 | $1.82M | Sell |
70,868
-2,428
| -3% | -$68.2K | 0.01% | 490 |
|
|
2022
Q2 | $1.96M | Buy |
73,296
+2,710
| +4% | +$80.5K | 0.01% | 496 |
|
|
2022
Q1 | $2.28M | Buy |
70,586
+738
| +1% | +$25.7K | 0.01% | 490 |
|
|
2021
Q4 | $2.67M | Buy |
69,848
+7,900
| +13% | +$277K | 0.01% | 483 |
|
|
2021
Q3 | $2.07M | Buy |
61,948
+9,025
| +17% | +$328K | 0.01% | 518 |
|
|
2021
Q2 | $1.8M | Buy |
52,923
+3,271
| +7% | +$109K | 0.01% | 562 |
|
|
2021
Q1 | $1.51M | Buy |
49,652
+2,848
| +6% | +$85.5K | 0.01% | 566 |
|
|
2020
Q4 | $1.31M | Buy |
46,804
+22,705
| +94% | +$605K | 0.01% | 607 |
|
|
2020
Q3 | $613K | Sell |
24,099
-3,531
| -13% | -$90.1K | ﹤0.01% | 778 |
|
|
2020
Q2 | $623K | Buy |
27,630
+291
| +1% | +$5.59K | ﹤0.01% | 793 |
|
|
2020
Q1 | $472K | Sell |
27,339
-13,725
| -33% | -$300K | ﹤0.01% | 840 |
|
|
2019
Q4 | $989K | Buy |
41,064
+9,228
| +29% | +$198K | 0.01% | 786 |
|
|
2019
Q3 | $626K | Sell |
31,836
-16,001
| -33% | -$305K | ﹤0.01% | 887 |
|
|
2019
Q2 | $958K | Buy |
47,837
+30,262
| +172% | +$589K | 0.01% | 828 |
|
|
2019
Q1 | $332K | Buy |
17,575
+3,060
| +21% | +$59.2K | ﹤0.01% | 1094 |
|
|
2018
Q4 | $276K | Sell |
14,515
-6,381
| -31% | -$129K | ﹤0.01% | 1095 |
|
|
2018
Q3 | $494K | Buy |
20,896
+1,103
| +6% | +$25.3K | ﹤0.01% | 974 |
|
|
2018
Q2 | $431K | Sell |
19,793
-780
| -4% | -$18.1K | ﹤0.01% | 968 |
|
|
2018
Q1 | $488K | Buy |
20,573
+1,432
| +7% | +$36.9K | ﹤0.01% | 969 |
|
|
2017
Q4 | $513K | Buy |
19,141
+1,103
| +6% | +$28.3K | ﹤0.01% | 958 |
|
|
2017
Q3 | $446K | Buy |
18,038
+2,434
| +16% | +$58.2K | ﹤0.01% | 997 |
|
|
2017
Q2 | $389K | Buy |
15,604
+1,467
| +10% | +$36K | ﹤0.01% | 996 |
|
|
2017
Q1 | $331K | Sell |
14,137
-695
| -5% | -$15.9K | ﹤0.01% | 1017 |
|
|
2016
Q4 | $313K | Buy |
14,832
+4,861
| +49% | +$104K | ﹤0.01% | 1037 |
|
|
2016
Q3 | $224K | Sell |
9,971
-2,014
| -17% | -$43.2K | ﹤0.01% | 1161 |
|
|
2016
Q2 | $240K | Sell |
11,985
-14,903
| -55% | -$304K | ﹤0.01% | 1113 |
|
|
2016
Q1 | $522K | Sell |
26,888
-213,050
| -89% | -$3.77M | 0.01% | 864 |
|
|
2015
Q4 | $4.25M | Buy |
239,938
+65,869
| +38% | +$1.21M | 0.05% | 365 |
|
|
2015
Q3 | $3.08M | Buy |
174,069
+31,406
| +22% | +$612K | 0.04% | 430 |
|
|
2015
Q2 | $2.95M | Buy |
142,663
+27,149
| +24% | +$596K | 0.03% | 487 |
|
|
2015
Q1 | $2.45M | Buy |
115,514
+31,741
| +38% | +$653K | 0.03% | 512 |
|
|
2014
Q4 | $1.77M | Buy |
83,773
+68,814
| +460% | +$1.49M | 0.03% | 502 |
|
|
2014
Q3 | $335K | Buy |
+14,959
| New | +$343K | 0.01% | 906 |
|
|
2014
Q2 | – | Sell |
-43,378
| Closed | -$1.12M | – | 952 |
|
|
2014
Q1 | $1.12M | Buy |
43,378
+17,974
| +71% | +$457K | 0.02% | 460 |
|
|
2013
Q4 | $675K | Buy |
+25,404
| New | +$633K | 0.02% | 392 |
|
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