AHS
Aspiriant Holdings S3’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $1.01M | Sell |
7,352
-820
| -10% | -$113K | 0.44% | 67 |
|
|
2015
Q3 | $1.19M | Sell |
8,172
-69
| -0.8% | -$10K | 0.55% | 53 |
|
|
2015
Q2 | $1.34M | Buy |
8,241
+500
| +6% | +$81.3K | 0.53% | 61 |
|
|
2015
Q1 | $1.24M | Buy |
7,741
+6,199
| +402% | +$995K | 0.49% | 60 |
|
|
2014
Q4 | $247K | Sell |
1,542
-200
| -11% | -$32K | 0.1% | 105 |
|
|
2014
Q3 | $331K | Hold |
1,742
| – | – | 0.13% | 90 |
|
|
2014
Q2 | $316K | Buy |
1,742
+80
| +5% | +$14.5K | 0.13% | 98 |
|
|
2014
Q1 | $320K | Sell |
1,662
-381
| -19% | -$73.4K | 0.13% | 95 |
|
|
2013
Q4 | $383K | Sell |
2,043
-18,460
| -90% | -$3.46M | 0.15% | 89 |
|
|
2013
Q3 | $3.8M | Sell |
20,503
-860
| -4% | -$159K | 1.6% | 26 |
|
|
2013
Q2 | $4.08M | Buy |
+21,363
| New | +$4.08M | 1.84% | 17 |
|