AR
Advisory Research’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,331
| Closed | -$327K | – | 393 |
|
|
2023
Q3 | $327K | Buy |
+2,331
| New | +$327K | 0.05% | 354 |
|
|
2016
Q1 | – | Sell |
-3,089
| Closed | -$425K | – | 269 |
|
|
2015
Q4 | $425K | Buy |
3,089
+34
| +1% | +$4.68K | 0.01% | 243 |
|
|
2015
Q3 | $443K | Sell |
3,055
-2,351
| -43% | -$341K | 0.01% | 261 |
|
|
2015
Q2 | $879K | Sell |
5,406
-595
| -10% | -$96.7K | 0.01% | 243 |
|
|
2015
Q1 | $963K | Buy |
6,001
+2,819
| +89% | +$452K | 0.01% | 246 |
|
|
2014
Q4 | $511K | Sell |
3,182
-103,257
| -97% | -$16.6M | 0.01% | 301 |
|
|
2014
Q3 | $20.2M | Sell |
106,439
-4,814
| -4% | -$914K | 0.2% | 112 |
|
|
2014
Q2 | $20.2M | Buy |
111,253
+6,200
| +6% | +$1.12M | 0.19% | 115 |
|
|
2014
Q1 | $20.2M | Sell |
105,053
-7,832
| -7% | -$1.51M | 0.21% | 115 |
|
|
2013
Q4 | $21.2M | Buy |
112,885
+1,555
| +1% | +$292K | 0.22% | 113 |
|
|
2013
Q3 | $20.6M | Buy |
111,330
+3,107
| +3% | +$575K | 0.22% | 113 |
|
|
2013
Q2 | $20.7M | Buy |
+108,223
| New | +$20.7M | 0.23% | 111 |
|