AWM
Altavista Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $411K | Buy |
3,073
+200
| +7% | +$26.7K | 0.08% | 139 |
|
|
2021
Q3 | $399K | Hold |
2,873
| – | – | 0.09% | 131 |
|
|
2021
Q2 | $421K | Buy |
2,873
+900
| +46% | +$132K | 0.09% | 130 |
|
|
2021
Q1 | $263K | Hold |
1,973
| – | – | 0.06% | 155 |
|
|
2020
Q4 | $248K | Sell |
1,973
-30
| -1% | -$3.77K | 0.06% | 155 |
|
|
2020
Q3 | $244K | Sell |
2,003
-1,002
| -33% | -$122K | 0.07% | 150 |
|
|
2020
Q2 | $363K | Hold |
3,005
| – | – | 0.11% | 120 |
|
|
2020
Q1 | $333K | Sell |
3,005
-50
| -2% | -$5.54K | 0.11% | 117 |
|
|
2019
Q4 | $409K | Sell |
3,055
-200
| -6% | -$26.8K | 0.12% | 117 |
|
|
2019
Q3 | $473K | Hold |
3,255
| – | – | 0.15% | 103 |
|
|
2019
Q2 | $449K | Buy |
3,255
+500
| +18% | +$69K | 0.14% | 103 |
|
|
2019
Q1 | $389K | Hold |
2,755
| – | – | 0.14% | 110 |
|
|
2018
Q4 | $313K | Sell |
2,755
-634
| -19% | -$72K | 0.13% | 118 |
|
|
2018
Q3 | $512K | Sell |
3,389
-434
| -11% | -$65.6K | 0.19% | 94 |
|
|
2018
Q2 | $534K | Sell |
3,823
-256
| -6% | -$35.8K | 0.21% | 90 |
|
|
2018
Q1 | $626K | Buy |
4,079
+1,336
| +49% | +$205K | 0.27% | 82 |
|
|
2017
Q4 | $421K | Buy |
2,743
+764
| +39% | +$117K | 0.18% | 100 |
|
|
2017
Q3 | $287K | Sell |
1,979
-214
| -10% | -$31K | 0.14% | 111 |
|
|
2017
Q2 | $337K | Buy |
2,193
+15
| +0.7% | +$2.31K | 0.17% | 93 |
|
|
2017
Q1 | $379K | Buy |
2,178
+234
| +12% | +$40.7K | 0.19% | 88 |
|
|
2016
Q4 | $323K | Buy |
1,944
+500
| +35% | +$83.1K | 0.18% | 93 |
|
|
2016
Q3 | $229K | Sell |
1,444
-650
| -31% | -$103K | 0.12% | 121 |
|
|
2016
Q2 | $318K | Buy |
2,094
+24
| +1% | +$3.65K | 0.18% | 99 |
|
|
2016
Q1 | $314K | Sell |
2,070
-380
| -16% | -$57.6K | 0.18% | 101 |
|
|
2015
Q4 | $337K | Buy |
2,450
+23
| +0.9% | +$3.16K | 0.2% | 91 |
|
|
2015
Q3 | $352K | Sell |
2,427
-516
| -18% | -$74.8K | 0.23% | 90 |
|
|
2015
Q2 | $479K | Buy |
2,943
+250
| +9% | +$40.7K | 0.29% | 79 |
|
|
2015
Q1 | $432K | Sell |
2,693
-400
| -13% | -$64.2K | 0.27% | 81 |
|
|
2014
Q4 | $501K | Sell |
3,093
-709
| -19% | -$115K | 0.31% | 69 |
|
|
2014
Q3 | $722K | Sell |
3,802
-2,323
| -38% | -$441K | 0.47% | 55 |
|
|
2014
Q2 | $1.11M | Sell |
6,125
-25
| -0.4% | -$4.53K | 0.69% | 44 |
|
|
2014
Q1 | $1.18M | Buy |
6,150
+239
| +4% | +$46K | 0.72% | 46 |
|
|
2013
Q4 | $1.11M | Sell |
5,911
-4,370
| -43% | -$820K | 0.68% | 47 |
|
|
2013
Q3 | $1.9M | Sell |
10,281
-250
| -2% | -$46.3K | 1.24% | 32 |
|
|
2013
Q2 | $2.01M | Buy |
+10,531
| New | +$2.01M | 1.35% | 26 |
|