BAM
Bruderman Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $494K | Sell |
3,498
-139
| -4% | -$19.6K | 0.89% | 43 |
|
|
2022
Q1 | $474K | Sell |
3,637
-3,661
| -50% | -$477K | 0.72% | 50 |
|
|
2021
Q4 | $973K | Sell |
7,298
-15,173
| -68% | -$2.02M | 0.74% | 49 |
|
|
2021
Q3 | $3.12M | Buy |
22,471
+340
| +2% | +$47.2K | 0.78% | 47 |
|
|
2021
Q2 | $3.25M | Buy |
22,131
+102
| +0.5% | +$15K | 1.01% | 35 |
|
|
2021
Q1 | $2.94M | Buy |
22,029
+282
| +1% | +$37.6K | 0.82% | 41 |
|
|
2020
Q4 | $2.74M | Buy |
21,747
+974
| +5% | +$123K | 0.8% | 40 |
|
|
2020
Q3 | $2.53M | Sell |
20,773
-1,817
| -8% | -$221K | 0.83% | 40 |
|
|
2020
Q2 | $2.68M | Buy |
22,590
+512
| +2% | +$60.7K | 0.89% | 40 |
|
|
2020
Q1 | $2.32M | Buy |
22,078
+85
| +0.4% | +$8.94K | 0.92% | 35 |
|
|
2019
Q4 | $2.98M | Sell |
21,993
-1,396
| -6% | -$189K | 0.93% | 47 |
|
|
2019
Q3 | $3.22M | Sell |
23,389
-2,931
| -11% | -$403K | 0.81% | 49 |
|
|
2019
Q2 | $3.63M | Sell |
26,320
-22,488
| -46% | -$3.1M | 0.86% | 44 |
|
|
2019
Q1 | $6.89M | Buy |
48,808
+329
| +0.7% | +$46.4K | 1.51% | 24 |
|
|
2018
Q4 | $5.51M | Buy |
48,479
+22,318
| +85% | +$2.54M | 1.42% | 26 |
|
|
2018
Q3 | $3.96M | Sell |
26,161
-9,015
| -26% | -$1.36M | 0.91% | 43 |
|
|
2018
Q2 | $4.91M | Sell |
35,176
-2,463
| -7% | -$344K | 1.2% | 27 |
|
|
2018
Q1 | $5.78M | Sell |
37,639
-8,719
| -19% | -$1.34M | 1.38% | 23 |
|
|
2017
Q4 | $7.11M | Sell |
46,358
-15,442
| -25% | -$2.37M | 1.81% | 17 |
|
|
2017
Q3 | $8.97M | Sell |
61,800
-3,300
| -5% | -$479K | 2.32% | 14 |
|
|
2017
Q2 | $10M | Sell |
65,100
-2,888
| -4% | -$444K | 2.67% | 12 |
|
|
2017
Q1 | $11.8M | Sell |
67,988
-2,241
| -3% | -$390K | 3.42% | 8 |
|
|
2016
Q4 | $11.7M | Buy |
70,229
+8,431
| +14% | +$1.4M | 3.51% | 6 |
|
|
2016
Q3 | $9.82M | Buy |
61,798
+16,923
| +38% | +$2.69M | 2.93% | 8 |
|
|
2016
Q2 | $6.81M | Buy |
44,875
+17,775
| +66% | +$2.7M | 2.13% | 15 |
|
|
2016
Q1 | $4.1M | Buy |
27,100
+20,719
| +325% | +$3.14M | 1.43% | 22 |
|
|
2015
Q4 | $878K | Sell |
6,381
-1,595
| -20% | -$219K | 0.33% | 55 |
|
|
2015
Q3 | $1.16M | Buy |
7,976
+171
| +2% | +$24.8K | 0.46% | 50 |
|
|
2015
Q2 | $1.27M | Sell |
7,805
-665
| -8% | -$108K | 0.49% | 47 |
|
|
2015
Q1 | $1.36M | Buy |
+8,470
| New | +$1.36M | 0.53% | 47 |
|