BWM
BerganKDV Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $358K | Sell |
2,679
-99
| -4% | -$13.2K | 0.04% | 191 |
|
|
2023
Q1 | $364K | Sell |
2,778
-1,206
| -30% | -$158K | 0.04% | 196 |
|
|
2022
Q4 | $561K | Sell |
3,984
-334
| -8% | -$47.1K | 0.06% | 159 |
|
|
2022
Q3 | $513K | Sell |
4,318
-961
| -18% | -$114K | 0.06% | 159 |
|
|
2022
Q2 | $745K | Buy |
5,279
+14
| +0.3% | +$1.98K | 0.09% | 140 |
|
|
2022
Q1 | $685K | Sell |
5,265
-484
| -8% | -$63K | 0.07% | 158 |
|
|
2021
Q4 | $768K | Buy |
5,749
+337
| +6% | +$45K | 0.08% | 150 |
|
|
2021
Q3 | $752K | Buy |
5,412
+170
| +3% | +$23.6K | 0.09% | 147 |
|
|
2021
Q2 | $768K | Buy |
5,242
+97
| +2% | +$14.2K | 0.09% | 137 |
|
|
2021
Q1 | $686K | Sell |
5,145
-7
| -0.1% | -$933 | 0.09% | 144 |
|
|
2020
Q4 | $649K | Sell |
5,152
-156
| -3% | -$19.7K | 0.09% | 139 |
|
|
2020
Q3 | $646K | Sell |
5,308
-635
| -11% | -$77.3K | 0.1% | 129 |
|
|
2020
Q2 | $718K | Buy |
5,943
+27
| +0.5% | +$3.26K | 0.12% | 118 |
|
|
2020
Q1 | $656K | Buy |
5,916
+1,850
| +45% | +$205K | 0.13% | 115 |
|
|
2019
Q4 | $545K | Sell |
4,066
-161
| -4% | -$21.6K | 0.1% | 140 |
|
|
2019
Q3 | $615K | Sell |
4,227
-12,966
| -75% | -$1.89M | 0.12% | 118 |
|
|
2019
Q2 | $2.37M | Sell |
17,193
-1,128
| -6% | -$156K | 0.47% | 45 |
|
|
2019
Q1 | $2.59M | Buy |
18,321
+1,381
| +8% | +$195K | 0.53% | 37 |
|
|
2018
Q4 | $1.93M | Buy |
16,940
+651
| +4% | +$74K | 0.45% | 40 |
|
|
2018
Q3 | $2.46M | Buy |
16,289
+406
| +3% | +$61.4K | 0.53% | 35 |
|
|
2018
Q2 | $2.22M | Buy |
15,883
+230
| +1% | +$32.1K | 0.5% | 30 |
|
|
2018
Q1 | $2.4M | Buy |
15,653
+266
| +2% | +$40.8K | 0.66% | 25 |
|
|
2017
Q4 | $2.36M | Sell |
15,387
-129
| -0.8% | -$19.8K | 0.56% | 27 |
|
|
2017
Q3 | $2.25M | Buy |
15,516
+11,400
| +277% | +$1.65M | 0.56% | 27 |
|
|
2017
Q2 | $633K | Sell |
4,116
-160
| -4% | -$24.6K | 0.18% | 105 |
|
|
2017
Q1 | $745K | Buy |
4,276
+298
| +7% | +$51.9K | 0.22% | 92 |
|
|
2016
Q4 | $660K | Buy |
3,978
+741
| +23% | +$123K | 0.22% | 95 |
|
|
2016
Q3 | $514K | Sell |
3,237
-602
| -16% | -$95.6K | 0.18% | 112 |
|
|
2016
Q2 | $583K | Buy |
3,839
+504
| +15% | +$76.5K | 0.25% | 90 |
|
|
2016
Q1 | $505K | Buy |
+3,335
| New | +$505K | 0.3% | 85 |
|