Bourgeon Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-52
| Closed | -$8.51K | – | 221 |
|
|
2023
Q4 | $8.51K | Buy |
52
+50
| +2,500% | +$8.18K | ﹤0.01% | 246 |
|
|
2023
Q3 | $281 | Hold |
2
| – | – | ﹤0.01% | 364 |
|
|
2023
Q2 | $268 | Hold |
2
| – | – | ﹤0.01% | 319 |
|
|
2023
Q1 | $263 | Hold |
2
| – | – | ﹤0.01% | 303 |
|
|
2022
Q4 | $282 | Hold |
2
| – | – | ﹤0.01% | 352 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 405 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 296 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 295 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 276 |
|
|
2020
Q3 | – | Sell |
-52
| Closed | -$6K | – | 303 |
|
|
2020
Q2 | $6K | Hold |
52
| – | – | ﹤0.01% | 212 |
|
|
2020
Q1 | $6K | Hold |
52
| – | – | ﹤0.01% | 203 |
|
|
2019
Q4 | $7K | Hold |
52
| – | – | ﹤0.01% | 195 |
|
|
2019
Q3 | $7K | Buy |
+52
| New | +$7K | ﹤0.01% | 193 |
|