Bristlecone Advisors’s IBM IBM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $704K | Buy |
2,387
+73
| +3% | +$21.5K | 0.06% | 143 |
|
2025
Q1 | $575K | Buy |
+2,314
| New | +$575K | 0.05% | 185 |
|
2020
Q1 | – | Sell |
-3,010
| Closed | -$386K | – | 172 |
|
2019
Q4 | $386K | Buy |
+3,010
| New | +$386K | 0.08% | 154 |
|
2019
Q3 | – | Sell |
-3,193
| Closed | -$421K | – | 155 |
|
2019
Q2 | $421K | Buy |
+3,193
| New | +$421K | 0.1% | 128 |
|
2017
Q4 | – | Sell |
-706
| Closed | -$98K | – | 199 |
|
2017
Q3 | $98K | Buy |
+706
| New | +$98K | 0.03% | 169 |
|
2016
Q1 | – | Sell |
-1,705
| Closed | -$224K | – | 174 |
|
2015
Q4 | $224K | Buy |
+1,705
| New | +$224K | 0.09% | 159 |
|