Brewin Dolphin Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $164K | Hold |
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|
2022
Q1 | $151K | Sell |
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|
2021
Q4 | $202K | Sell |
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|
2021
Q3 | $210K | Buy |
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|
2021
Q2 | $186K | Sell |
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|
2021
Q1 | $179K | Hold |
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|
2020
Q4 | $169K | Hold |
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|
2020
Q3 | $164K | Hold |
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|
2020
Q2 | $162K | Buy |
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|
2020
Q1 | $146K | Buy |
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|
2019
Q4 | $170K | Hold |
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|
2019
Q3 | $185K | Hold |
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|
2019
Q2 | $175K | Sell |
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|
2019
Q1 | $264K | Hold |
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|
2018
Q4 | $213K | Hold |
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|
2018
Q3 | $283K | Hold |
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|
2018
Q2 | $261K | Hold |
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|
2018
Q1 | $287K | Buy |
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|
2017
Q4 | $272K | Sell |
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|
2017
Q3 | $293K | Buy |
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