Banyan Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $20.3M | Buy |
112,051
+2,467
| +2% | +$448K | 1.73% | 5 |
|
2014
Q2 | $19M | Sell |
109,584
-10,862
| -9% | -$1.88M | 1.61% | 7 |
|
2014
Q1 | $22.2M | Sell |
120,446
-8,437
| -7% | -$1.55M | 1.91% | 4 |
|
2013
Q4 | $23.1M | Buy |
128,883
+8,697
| +7% | +$1.56M | 1.62% | 4 |
|
2013
Q3 | $21.3M | Buy |
120,186
+27,504
| +30% | +$4.87M | 1.88% | 4 |
|
2013
Q2 | $16.9M | Buy |
+92,682
| New | +$16.9M | 3.33% | 1 |
|