Breiter Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $216K | Buy |
1,658
+157
| +10% | +$20.5K | 0.11% | 127 |
|
2021
Q4 | $201K | Sell |
1,501
-11,248
| -88% | -$1.51M | 0.1% | 131 |
|
2021
Q3 | $1.69M | Buy |
12,749
+259
| +2% | +$34.4K | 0.97% | 35 |
|
2021
Q2 | $1.75M | Buy |
12,490
+1,743
| +16% | +$244K | 0.94% | 33 |
|
2021
Q1 | $1.37M | Buy |
10,747
+583
| +6% | +$74.3K | 1.41% | 24 |
|
2020
Q4 | $1.22M | Buy |
10,164
+130
| +1% | +$15.6K | 0.85% | 38 |
|
2020
Q3 | $1.17M | Buy |
10,034
+363
| +4% | +$42.2K | 0.95% | 32 |
|
2020
Q2 | $1.12M | Buy |
9,671
+1,067
| +12% | +$123K | 1.03% | 29 |
|
2020
Q1 | $913K | Buy |
8,604
+44
| +0.5% | +$4.67K | 1.08% | 28 |
|
2019
Q4 | $1.1M | Buy |
8,560
+480
| +6% | +$61.5K | 1.19% | 25 |
|
2019
Q3 | $1.12M | Sell |
8,080
-13
| -0.2% | -$1.81K | 1.48% | 21 |
|
2019
Q2 | $1.07M | Buy |
8,093
+3,497
| +76% | +$461K | 1.42% | 22 |
|
2019
Q1 | $674K | Sell |
4,596
-3,012
| -40% | -$442K | 0.9% | 36 |
|
2018
Q4 | $827K | Buy |
7,608
+446
| +6% | +$48.5K | 1.67% | 20 |
|
2018
Q3 | $1.04M | Buy |
7,162
+1,347
| +23% | +$195K | 1.31% | 22 |
|
2018
Q2 | $777K | Buy |
5,815
+1,219
| +27% | +$163K | 1.09% | 27 |
|
2018
Q1 | $674K | Buy |
4,596
+1,719
| +60% | +$252K | 0.91% | 35 |
|
2017
Q4 | $422K | Buy |
+2,877
| New | +$422K | 0.61% | 63 |
|