BW
Bison Wealth’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $684K | Sell |
3,109
-2,861
| -48% | -$629K | 0.15% | 117 |
|
|
2024
Q3 | $1.32M | Sell |
5,970
-2,615
| -30% | -$578K | 0.21% | 115 |
|
|
2024
Q2 | $1.64M | Hold |
8,585
| – | – | 0.27% | 89 |
|
|
2024
Q1 | $1.64M | Buy |
8,585
+183
| +2% | +$34.9K | 0.27% | 89 |
|
|
2023
Q4 | $1.37M | Buy |
8,402
+230
| +3% | +$37.6K | 0.24% | 104 |
|
|
2023
Q3 | $1.15M | Sell |
8,172
-444
| -5% | -$62.3K | 0.22% | 111 |
|
|
2023
Q2 | $1.15M | Buy |
8,616
+1,691
| +24% | +$226K | 0.21% | 119 |
|
|
2023
Q1 | $837K | Sell |
6,925
-73
| -1% | -$8.83K | 0.26% | 108 |
|
|
2022
Q4 | $947K | Sell |
6,998
-693
| -9% | -$93.8K | 0.3% | 108 |
|
|
2022
Q3 | $913K | Buy |
7,691
+864
| +13% | +$103K | 0.36% | 85 |
|
|
2022
Q2 | $964K | Buy |
6,827
+2,054
| +43% | +$290K | 0.55% | 53 |
|
|
2022
Q1 | $621K | Buy |
4,773
+212
| +5% | +$27.6K | 0.32% | 82 |
|
|
2021
Q4 | $610K | Buy |
4,561
+134
| +3% | +$17.9K | 0.36% | 67 |
|
|
2021
Q3 | $615K | Buy |
4,427
+307
| +7% | +$42.6K | 0.28% | 82 |
|
|
2021
Q2 | $604K | Sell |
4,120
-220
| -5% | -$32.3K | 0.26% | 91 |
|
|
2021
Q1 | $578K | Sell |
4,340
-182
| -4% | -$24.2K | 0.25% | 98 |
|
|
2020
Q4 | $569K | Buy |
4,522
+208
| +5% | +$26.2K | 0.27% | 89 |
|
|
2020
Q3 | $525K | Sell |
4,314
-361
| -8% | -$43.9K | 0.31% | 84 |
|
|
2020
Q2 | $565K | Buy |
4,675
+143
| +3% | +$17.3K | 0.36% | 74 |
|
|
2020
Q1 | $503K | Sell |
4,532
-18
| -0.4% | -$2K | 0.36% | 74 |
|
|
2019
Q4 | $610K | Buy |
4,550
+35
| +0.8% | +$4.69K | 0.29% | 85 |
|
|
2019
Q3 | $657K | Sell |
4,515
-1
| -0% | -$146 | 0.36% | 70 |
|
|
2019
Q2 | $623K | Sell |
4,516
-190
| -4% | -$26.2K | 0.36% | 72 |
|
|
2019
Q1 | $664K | Buy |
4,706
+72
| +2% | +$10.2K | 0.41% | 64 |
|
|
2018
Q4 | $527K | Buy |
4,634
+455
| +11% | +$51.7K | 0.38% | 76 |
|
|
2018
Q3 | $632K | Buy |
4,179
+566
| +16% | +$85.6K | 0.41% | 65 |
|
|
2018
Q2 | $505K | Buy |
3,613
+410
| +13% | +$57.3K | 0.38% | 75 |
|
|
2018
Q1 | $491K | Sell |
3,203
-1,354
| -30% | -$208K | 0.37% | 74 |
|
|
2017
Q4 | $699K | Buy |
4,557
+814
| +22% | +$125K | 0.51% | 58 |
|
|
2017
Q3 | $543K | Hold |
3,743
| – | – | 0.43% | 67 |
|
|
2017
Q2 | $576K | Buy |
3,743
+29
| +0.8% | +$4.46K | 0.48% | 60 |
|
|
2017
Q1 | $647K | Buy |
3,714
+374
| +11% | +$65.2K | 0.56% | 50 |
|
|
2016
Q4 | $554K | Sell |
3,340
-50
| -1% | -$8.29K | 0.47% | 60 |
|
|
2016
Q3 | $539K | Sell |
3,390
-1,450
| -30% | -$231K | 0.46% | 67 |
|
|
2016
Q2 | $728K | Buy |
4,840
+46
| +1% | +$6.92K | 0.44% | 74 |
|
|
2016
Q1 | $726K | Sell |
4,794
-549
| -10% | -$83.1K | 0.47% | 67 |
|
|
2015
Q4 | $735K | Sell |
5,343
-238
| -4% | -$32.7K | 0.42% | 71 |
|
|
2015
Q3 | $809K | Hold |
5,581
| – | – | 0.53% | 60 |
|
|
2015
Q2 | $908K | Buy |
5,581
+127
| +2% | +$20.7K | 0.53% | 52 |
|
|
2015
Q1 | $875K | Buy |
5,454
+1,532
| +39% | +$246K | 0.53% | 53 |
|
|
2014
Q4 | $629K | Buy |
+3,922
| New | +$629K | 0.48% | 66 |
|