B. Riley Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.19K | Buy |
22,593
+12,120
| +116% | +$1.71K | ﹤0.01% | 172 |
|
|
2022
Q1 | $1.36M | Sell |
10,473
-362
| -3% | -$47.1K | 0.1% | 182 |
|
|
2021
Q4 | $1.45M | Buy |
10,835
+1,938
| +22% | +$259K | 0.1% | 185 |
|
|
2021
Q3 | $1.18M | Buy |
+8,897
| New | +$1.18M | 0.09% | 205 |
|
|
2020
Q3 | – | Sell |
-17,001
| Closed | -$1.96M | – | 460 |
|
|
2020
Q2 | $1.96M | Sell |
17,001
-15,726
| -48% | -$1.81M | 0.22% | 103 |
|
|
2020
Q1 | $3.47M | Buy |
32,727
+16,895
| +107% | +$1.79M | 0.36% | 77 |
|
|
2019
Q4 | $2.03M | Buy |
15,832
+6,173
| +64% | +$791K | 0.3% | 77 |
|
|
2019
Q3 | $1.34M | Buy |
9,659
+272
| +3% | +$37.8K | 0.23% | 99 |
|
|
2019
Q2 | $1.24K | Sell |
9,387
-426
| -4% | -$56 | 0.19% | 104 |
|
|
2019
Q1 | $1.32M | Buy |
9,813
+3,778
| +63% | +$510K | 0.23% | 97 |
|
|
2018
Q4 | $656K | Sell |
6,035
-1,556
| -20% | -$169K | 0.14% | 160 |
|
|
2018
Q3 | $1.1M | Buy |
+7,591
| New | +$1.1M | 0.27% | 89 |
|
|
2015
Q3 | – | Sell |
-549
| Closed | -$85K | – | 415 |
|
|
2015
Q2 | $85K | Hold |
549
| – | – | 0.07% | 304 |
|
|
2015
Q1 | $84K | Sell |
549
-334
| -38% | -$51.1K | 0.06% | 324 |
|
|
2014
Q4 | $135K | Buy |
883
+188
| +27% | +$28.7K | 0.11% | 217 |
|
|
2014
Q3 | $126K | Sell |
695
-2,549
| -79% | -$462K | 0.09% | 257 |
|
|
2014
Q2 | $562K | Buy |
3,244
+91
| +3% | +$15.8K | 0.36% | 59 |
|
|
2014
Q1 | $580K | Buy |
+3,153
| New | +$580K | 0.43% | 40 |
|