Bingham Osborn & Scarborough’s IBM IBM Stock Holding History

Bingham Osborn & Scarborough’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,676	Closed	-$355K	–	62
2021 Q3	$355K	Sell	2,676 -847	-24%	-$112K	0.03%	116
2021 Q2	$494K	Buy	3,523 +156	+5%	+$21.9K	0.03%	92
2021 Q1	$429K	Buy	3,367 +60	+2%	+$7.65K	0.03%	91
2020 Q4	$398K	Sell	3,307 -2,206	-40%	-$265K	0.03%	86
2020 Q3	$641K	Sell	5,513 -36	-0.6%	-$4.19K	0.05%	85
2020 Q2	$641K	Buy	5,549 +541	+11%	+$62.5K	0.05%	82
2020 Q1	$531K	Buy	5,008 +316	+7%	+$33.5K	0.05%	84
2019 Q4	$601K	Buy	4,692 +439	+10%	+$56.2K	0.05%	87
2019 Q3	$591K	Buy	4,253 +70	+2%	+$9.73K	0.05%	84
2019 Q2	$551K	Sell	4,183 -10	-0.2%	-$1.32K	0.05%	87
2019 Q1	$566K	Sell	4,193 -8	-0.2%	-$1.08K	0.05%	82
2018 Q4	$456K	Sell	4,201 -319	-7%	-$34.6K	0.05%	87
2018 Q3	$653K	Sell	4,520 -38	-0.8%	-$5.49K	0.06%	74
2018 Q2	$609K	Sell	4,558 -42	-0.9%	-$5.61K	0.06%	67
2018 Q1	$675K	Buy	4,600 +866	+23%	+$127K	0.06%	68
2017 Q4	$548K	Buy	3,734 +170	+5%	+$24.9K	0.05%	73
2017 Q3	$494K	Sell	3,564 -322	-8%	-$44.6K	0.05%	73
2017 Q2	$571K	Sell	3,886 -443	-10%	-$65.1K	0.05%	62
2017 Q1	$721K	Buy	4,329 +29	+0.7%	+$4.83K	0.07%	58
2016 Q4	$682K	Sell	4,300 -1,427	-25%	-$226K	0.07%	56
2016 Q3	$870K	Buy	5,727 +958	+20%	+$146K	0.09%	42
2016 Q2	$692K	Buy	4,769 +58	+1%	+$8.42K	0.08%	55
2016 Q1	$682K	Sell	4,711 -227	-5%	-$32.9K	0.08%	57
2015 Q4	$650K	Sell	4,938 -350	-7%	-$46.1K	0.08%	56
2015 Q3	$733K	Sell	5,288 -245	-4%	-$34K	0.09%	49
2015 Q2	$860K	Buy	5,533 +153	+3%	+$23.8K	0.1%	43
2015 Q1	$825K	Sell	5,380 -880	-14%	-$135K	0.1%	47
2014 Q4	$960K	Buy	6,260 +272	+5%	+$41.7K	0.12%	42
2014 Q3	$1.09M	Sell	5,988 -48	-0.8%	-$8.71K	0.14%	39
2014 Q2	$1.05M	Sell	6,036 -188	-3%	-$32.6K	0.14%	33
2014 Q1	$1.15M	Buy	6,224 +209	+3%	+$38.4K	0.16%	32
2013 Q4	$1.08M	Buy	6,015 +670	+13%	+$120K	0.16%	33
2013 Q3	$946K	Buy	5,345 +874	+20%	+$155K	0.15%	33
2013 Q2	$817K	Buy	+4,471	New	+$817K	0.14%	33