Balasa Dinverno & Foltz’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $341K | Sell |
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|
2022
Q2 | $470K | Buy |
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|
2022
Q1 | $315K | Sell |
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|
2021
Q4 | $327K | Sell |
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|
2021
Q3 | $393K | Sell |
|
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|
2021
Q2 | $432K | Buy |
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|
2021
Q1 | $355K | Sell |
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|
2020
Q4 | $388K | Buy |
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|
2020
Q3 | $321K | Buy |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $366K | Buy |
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|
2019
Q4 | $397K | Buy |
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|
2019
Q3 | $357K | Buy |
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|
2019
Q2 | $302K | Sell |
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|
2019
Q1 | $318K | Buy |
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|
2018
Q4 | $242K | Sell |
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|
2018
Q3 | $515K | Buy |
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|
2018
Q2 | $458K | Sell |
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|
2018
Q1 | $551K | Sell |
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|
2017
Q4 | $566K | Buy |
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|
2017
Q3 | $522K | Sell |
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|
2017
Q2 | $652K | Sell |
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|
2017
Q1 | $1.02M | Sell |
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|
2016
Q4 | $1.06M | Buy |
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|
2016
Q3 | $733K | Buy |
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|
2016
Q2 | $687K | Sell |
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|
2016
Q1 | $754K | Sell |
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|
2015
Q4 | $824K | Sell |
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|
2015
Q3 | $1.14M | Sell |
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|
2015
Q2 | $1.53M | Buy |
|
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|
2015
Q1 | $1.27M | Buy |
|
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|
2014
Q4 | $1.19M | Sell |
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|
2014
Q3 | $1.62M | Buy |
|
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|
2014
Q2 | $1.49M | Buy |
|
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|
2014
Q1 | $1.56M | Sell |
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|
2013
Q4 | $1.57M | Sell |
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|
2013
Q3 | $1.56M | Sell |
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|
2013
Q2 | $1.64M | Buy |
|