Ariel Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-49,106
| Closed | -$7.2M | – | 172 |
|
|
2017
Q4 | $7.2M | Sell |
49,106
-18
| -0% | -$2.64K | 0.08% | 130 |
|
|
2017
Q3 | $6.81M | Sell |
49,124
-24
| -0% | -$3.33K | 0.08% | 131 |
|
|
2017
Q2 | $7.23M | Sell |
49,148
-6,339
| -11% | -$932K | 0.09% | 127 |
|
|
2017
Q1 | $9.24M | Buy |
55,487
+375
| +0.7% | +$62.4K | 0.11% | 114 |
|
|
2016
Q4 | $8.75M | Hold |
55,112
| – | – | 0.1% | 118 |
|
|
2016
Q3 | $8.37M | Sell |
55,112
-2,742
| -5% | -$416K | 0.1% | 121 |
|
|
2016
Q2 | $8.4M | Hold |
57,854
| – | – | 0.11% | 116 |
|
|
2016
Q1 | $8.38M | Buy |
57,854
+1,475
| +3% | +$214K | 0.1% | 119 |
|
|
2015
Q4 | $7.42M | Sell |
56,379
-2,210
| -4% | -$291K | 0.09% | 130 |
|
|
2015
Q3 | $8.12M | Buy |
58,589
+1,245
| +2% | +$173K | 0.1% | 123 |
|
|
2015
Q2 | $8.92M | Buy |
57,344
+225
| +0.4% | +$35K | 0.1% | 126 |
|
|
2015
Q1 | $8.76M | Buy |
57,119
+3,583
| +7% | +$550K | 0.1% | 129 |
|
|
2014
Q4 | $8.21M | Sell |
53,536
-105
| -0.2% | -$16.1K | 0.09% | 135 |
|
|
2014
Q3 | $9.74M | Buy |
53,641
+941
| +2% | +$171K | 0.13% | 117 |
|
|
2014
Q2 | $9.13M | Hold |
52,700
| – | – | 0.11% | 126 |
|
|
2014
Q1 | $9.7M | Buy |
52,700
+1,046
| +2% | +$192K | 0.12% | 116 |
|
|
2013
Q4 | $9.26M | Sell |
51,654
-20
| -0% | -$3.59K | 0.11% | 116 |
|
|
2013
Q3 | $9.15M | Buy |
51,674
+17,625
| +52% | +$3.12M | 0.13% | 93 |
|
|
2013
Q2 | $6.22M | Buy |
+34,049
| New | +$6.22M | 0.1% | 103 |
|