American Portfolios Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $3.48M | Sell |
29,259
-341
| -1% | -$40.5K | 0.15% | 140 |
|
2022
Q2 | $4.18M | Buy |
29,600
+381
| +1% | +$53.8K | 0.17% | 120 |
|
2022
Q1 | $3.8M | Buy |
29,219
+2,613
| +10% | +$340K | 0.13% | 161 |
|
2021
Q4 | $3.56M | Buy |
26,606
+4,016
| +18% | +$537K | 0.12% | 169 |
|
2021
Q3 | $3M | Buy |
22,590
+2,096
| +10% | +$278K | 0.11% | 184 |
|
2021
Q2 | $2.87M | Buy |
20,494
+2,296
| +13% | +$322K | 0.11% | 187 |
|
2021
Q1 | $2.32M | Buy |
18,198
+1,045
| +6% | +$133K | 0.1% | 195 |
|
2020
Q4 | $2.06M | Sell |
17,153
-2,011
| -10% | -$242K | 0.11% | 192 |
|
2020
Q3 | $2.23M | Buy |
19,164
+91
| +0.5% | +$10.6K | 0.13% | 157 |
|
2020
Q2 | $2.2M | Buy |
19,073
+713
| +4% | +$82.3K | 0.14% | 151 |
|
2020
Q1 | $1.95M | Buy |
18,360
+4,469
| +32% | +$474K | 0.16% | 136 |
|
2019
Q4 | $1.78M | Buy |
13,891
+927
| +7% | +$119K | 0.13% | 161 |
|
2019
Q3 | $1.8M | Buy |
12,964
+138
| +1% | +$19.2K | 0.15% | 146 |
|
2019
Q2 | $1.69M | Buy |
12,826
+809
| +7% | +$107K | 0.14% | 156 |
|
2019
Q1 | $1.62M | Buy |
12,017
+1,545
| +15% | +$208K | 0.15% | 136 |
|
2018
Q4 | $1.14M | Sell |
10,472
-991
| -9% | -$108K | 0.14% | 152 |
|
2018
Q3 | $1.66M | Sell |
11,463
-488
| -4% | -$70.5K | 0.19% | 110 |
|
2018
Q2 | $1.6M | Buy |
11,951
+1,314
| +12% | +$175K | 0.22% | 94 |
|
2018
Q1 | $1.56M | Buy |
10,637
+832
| +8% | +$122K | 0.23% | 90 |
|
2017
Q4 | $1.44M | Buy |
+9,805
| New | +$1.44M | 0.23% | 95 |
|