AAM
Autus Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,556
| Closed | -$291K | – | 153 |
|
|
2018
Q4 | $291K | Sell |
2,556
-480
| -16% | -$54.6K | 0.06% | 123 |
|
|
2018
Q3 | $459K | Sell |
3,036
-25
| -0.8% | -$3.78K | 0.08% | 114 |
|
|
2018
Q2 | $428K | Buy |
3,061
+15
| +0.5% | +$2.1K | 0.08% | 115 |
|
|
2018
Q1 | $467K | Sell |
3,046
-851
| -22% | -$130K | 0.08% | 111 |
|
|
2017
Q4 | $598K | Sell |
3,897
-17
| -0.4% | -$2.61K | 0.11% | 109 |
|
|
2017
Q3 | $568K | Buy |
3,914
+910
| +30% | +$132K | 0.11% | 112 |
|
|
2017
Q2 | $462K | Sell |
3,004
-220
| -7% | -$33.8K | 0.09% | 121 |
|
|
2017
Q1 | $561K | Buy |
3,224
+375
| +13% | +$65.3K | 0.12% | 115 |
|
|
2016
Q4 | $473K | Sell |
2,849
-318
| -10% | -$52.8K | 0.1% | 116 |
|
|
2016
Q3 | $503K | Sell |
3,167
-35
| -1% | -$5.56K | 0.11% | 114 |
|
|
2016
Q2 | $486K | Sell |
3,202
-210
| -6% | -$31.9K | 0.11% | 119 |
|
|
2016
Q1 | $517K | Sell |
3,412
-1,085
| -24% | -$164K | 0.13% | 113 |
|
|
2015
Q4 | $619K | Buy |
+4,497
| New | +$619K | 0.16% | 105 |
|
|
2015
Q3 | – | Sell |
-1,458
| Closed | -$238K | – | 133 |
|
|
2015
Q2 | $238K | Sell |
1,458
-35
| -2% | -$5.71K | 0.07% | 127 |
|
|
2015
Q1 | $240K | Sell |
1,493
-65
| -4% | -$10.4K | 0.07% | 124 |
|
|
2014
Q4 | $250K | Sell |
1,558
-55
| -3% | -$8.83K | 0.08% | 109 |
|
|
2014
Q3 | $306K | Sell |
1,613
-104
| -6% | -$19.7K | 0.1% | 96 |
|
|
2014
Q2 | $311K | Buy |
1,717
+252
| +17% | +$45.6K | 0.11% | 98 |
|
|
2014
Q1 | $282K | Sell |
1,465
-1,666
| -53% | -$321K | 0.11% | 100 |
|
|
2013
Q4 | $587K | Sell |
3,131
-330
| -10% | -$61.9K | 0.23% | 71 |
|
|
2013
Q3 | $641K | Sell |
3,461
-229
| -6% | -$42.4K | 0.27% | 66 |
|
|
2013
Q2 | $705K | Buy |
+3,690
| New | +$705K | 0.32% | 64 |
|