Advisor Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $17.3M | Sell |
134,546
-5,555
| -4% | -$712K | 0.12% | 159 |
|
2019
Q3 | $19.5M | Sell |
140,101
-98
| -0.1% | -$13.6K | 0.14% | 125 |
|
2019
Q2 | $18.5M | Buy |
140,199
+7,180
| +5% | +$947K | 0.14% | 124 |
|
2019
Q1 | $18M | Buy |
133,019
+24,857
| +23% | +$3.36M | 0.15% | 122 |
|
2018
Q4 | $11.8M | Sell |
108,162
-123
| -0.1% | -$13.4K | 0.12% | 151 |
|
2018
Q3 | $15.7M | Buy |
108,285
+19,839
| +22% | +$2.87M | 0.16% | 118 |
|
2018
Q2 | $11.8M | Sell |
88,446
-8,784
| -9% | -$1.17M | 0.16% | 122 |
|
2018
Q1 | $14.3M | Sell |
97,230
-1,736
| -2% | -$255K | 0.2% | 101 |
|
2017
Q4 | $14.5M | Buy |
98,966
+18,222
| +23% | +$2.67M | 0.19% | 99 |
|
2017
Q3 | $11.2M | Buy |
80,744
+5,441
| +7% | +$755K | 0.18% | 116 |
|
2017
Q2 | $11.1M | Sell |
75,303
-2,886
| -4% | -$424K | 0.19% | 108 |
|
2017
Q1 | $13M | Buy |
78,189
+849
| +1% | +$141K | 0.26% | 82 |
|
2016
Q4 | $12.3M | Sell |
77,340
-9,997
| -11% | -$1.59M | 0.28% | 75 |
|
2016
Q3 | $13.3M | Buy |
87,337
+4,426
| +5% | +$672K | 0.32% | 61 |
|
2016
Q2 | $12M | Buy |
+82,911
| New | +$12M | 0.32% | 62 |
|