Boys Arnold & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-26,873
| Closed | -$2.85M | – | 84 |
|
|
2020
Q1 | $2.85M | Sell |
26,873
-2,074
| -7% | -$220K | 0.5% | 47 |
|
|
2019
Q4 | $3.71M | Sell |
28,947
-396
| -1% | -$50.7K | 0.51% | 50 |
|
|
2019
Q3 | $4.02M | Sell |
29,343
-1,839
| -6% | -$252K | 0.6% | 43 |
|
|
2019
Q2 | $4.11M | Sell |
31,182
-203
| -0.6% | -$26.8K | 0.6% | 45 |
|
|
2019
Q1 | $4.23M | Sell |
31,385
-799
| -2% | -$108K | 0.63% | 44 |
|
|
2018
Q4 | $3.48M | Sell |
32,184
-1,068
| -3% | -$115K | 0.57% | 48 |
|
|
2018
Q3 | $4.86M | Sell |
33,252
-5,357
| -14% | -$784K | 0.67% | 37 |
|
|
2018
Q2 | $5.16M | Sell |
38,609
-566
| -1% | -$75.6K | 0.75% | 33 |
|
|
2018
Q1 | $5.44M | Sell |
39,175
-132
| -0.3% | -$18.3K | 0.79% | 26 |
|
|
2017
Q4 | $5.77M | Sell |
39,307
-1,001
| -2% | -$147K | 0.87% | 28 |
|
|
2017
Q3 | $5.59M | Sell |
40,308
-2,328
| -5% | -$323K | 0.89% | 28 |
|
|
2017
Q2 | $6.27M | Sell |
42,636
-2,732
| -6% | -$402K | 0.81% | 23 |
|
|
2017
Q1 | $7.55M | Sell |
45,368
-179
| -0.4% | -$29.8K | 1.19% | 15 |
|
|
2016
Q4 | $7.23M | Sell |
45,547
-32
| -0.1% | -$5.08K | 1.2% | 16 |
|
|
2016
Q3 | $6.92M | Sell |
45,579
-1,491
| -3% | -$226K | 1.18% | 16 |
|
|
2016
Q2 | $6.83M | Buy |
47,070
+21,025
| +81% | +$3.05M | 1.18% | 19 |
|
|
2016
Q1 | $3.77M | Sell |
26,045
-65,766
| -72% | -$9.52M | 1.49% | 15 |
|
|
2015
Q4 | $12.1M | Buy |
91,811
+43,677
| +91% | +$5.75M | 1.32% | 19 |
|
|
2015
Q3 | $6.67M | Sell |
48,134
-1,933
| -4% | -$268K | 1.39% | 13 |
|
|
2015
Q2 | $7.79M | Sell |
50,067
-1,292
| -3% | -$201K | 1.51% | 13 |
|
|
2015
Q1 | $7.88M | Sell |
51,359
-1,239
| -2% | -$190K | 1.5% | 14 |
|
|
2014
Q4 | $8.07M | Sell |
52,598
-3,259
| -6% | -$500K | 1.57% | 12 |
|
|
2014
Q3 | $10.1M | Sell |
55,857
-4,479
| -7% | -$813K | 2% | 7 |
|
|
2014
Q2 | $10.5M | Buy |
60,336
+580
| +1% | +$101K | 1.81% | 10 |
|
|
2014
Q1 | $11M | Buy |
59,756
+9,412
| +19% | +$1.73M | 1.99% | 8 |
|
|
2013
Q4 | $9.03M | Buy |
50,344
+1,037
| +2% | +$186K | 1.72% | 13 |
|
|
2013
Q3 | $8.73M | Sell |
49,307
-744
| -1% | -$132K | 1.81% | 10 |
|
|
2013
Q2 | $9.15M | Buy |
+50,051
| New | +$9.15M | 1.98% | 9 |
|