BSW
Buckingham Strategic Wealth’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.05M | Buy |
29,219
+847
| +3% | +$146K | 0.05% | 143 |
|
|
2024
Q1 | $5.42M | Buy |
28,372
+6,074
| +27% | +$1.16M | 0.06% | 141 |
|
|
2023
Q4 | $3.65M | Buy |
22,298
+607
| +3% | +$99.3K | 0.04% | 166 |
|
|
2023
Q3 | $3.04M | Buy |
21,691
+128
| +0.6% | +$18K | 0.04% | 174 |
|
|
2023
Q2 | $2.89M | Sell |
21,563
-1,026
| -5% | -$137K | 0.04% | 184 |
|
|
2023
Q1 | $3.18M | Hold |
22,589
| – | – | 0.06% | 143 |
|
|
2022
Q4 | $3.18M | Buy |
22,589
+411
| +2% | +$57.9K | 0.06% | 143 |
|
|
2022
Q3 | $2.64M | Sell |
22,178
-1,426
| -6% | -$169K | 0.05% | 149 |
|
|
2022
Q2 | $3.33M | Buy |
23,604
+972
| +4% | +$137K | 0.07% | 134 |
|
|
2022
Q1 | $2.94M | Buy |
22,632
+654
| +3% | +$85K | 0.06% | 144 |
|
|
2021
Q4 | $2.94M | Sell |
21,978
-446
| -2% | -$59.6K | 0.06% | 148 |
|
|
2021
Q3 | $3.12M | Buy |
22,424
+434
| +2% | +$60.3K | 0.06% | 141 |
|
|
2021
Q2 | $3.22M | Buy |
21,990
+1,197
| +6% | +$175K | 0.08% | 136 |
|
|
2021
Q1 | $2.77M | Sell |
20,793
-4,610
| -18% | -$614K | 0.14% | 127 |
|
|
2020
Q4 | $3.2M | Buy |
25,403
+2,252
| +10% | +$284K | 0.17% | 110 |
|
|
2020
Q3 | $2.82M | Sell |
23,151
-2,325
| -9% | -$283K | 0.22% | 88 |
|
|
2020
Q2 | $3.08M | Sell |
25,476
-7,019
| -22% | -$848K | 0.29% | 73 |
|
|
2020
Q1 | $3.61M | Buy |
32,495
+12,200
| +60% | +$1.35M | 0.35% | 61 |
|
|
2019
Q4 | $2.72M | Sell |
20,295
-514
| -2% | -$68.9K | 0.26% | 77 |
|
|
2019
Q3 | $3.03M | Buy |
20,809
+3,987
| +24% | +$580K | 0.33% | 68 |
|
|
2019
Q2 | $2.32M | Buy |
16,822
+3,818
| +29% | +$527K | 0.25% | 79 |
|
|
2019
Q1 | $1.84M | Buy |
13,004
+558
| +4% | +$78.7K | 0.23% | 88 |
|
|
2018
Q4 | $1.42M | Sell |
12,446
-1,058
| -8% | -$120K | 0.22% | 90 |
|
|
2018
Q3 | $2.04M | Sell |
13,504
-397
| -3% | -$60K | 0.31% | 66 |
|
|
2018
Q2 | $1.94M | Buy |
13,901
+2,161
| +18% | +$302K | 0.31% | 70 |
|
|
2018
Q1 | $1.8M | Buy |
11,740
+687
| +6% | +$105K | 0.35% | 60 |
|
|
2017
Q4 | $1.7M | Buy |
11,053
+4,304
| +64% | +$660K | 0.35% | 64 |
|
|
2017
Q3 | $979K | Sell |
6,749
-169
| -2% | -$24.5K | 0.23% | 97 |
|
|
2017
Q2 | $1.06M | Buy |
6,918
+522
| +8% | +$80.3K | 0.25% | 93 |
|
|
2017
Q1 | $1.11M | Buy |
6,396
+632
| +11% | +$110K | 0.32% | 66 |
|
|
2016
Q4 | $957K | Sell |
5,764
-10
| -0.2% | -$1.66K | 0.31% | 67 |
|
|
2016
Q3 | $917K | Sell |
5,774
-447
| -7% | -$71K | 0.31% | 64 |
|
|
2016
Q2 | $944K | Sell |
6,221
-514
| -8% | -$78K | 0.32% | 60 |
|
|
2016
Q1 | $1.02M | Sell |
6,735
-286
| -4% | -$43.3K | 0.34% | 62 |
|
|
2015
Q4 | $966K | Buy |
7,021
+102
| +1% | +$14K | 0.32% | 57 |
|
|
2015
Q3 | $1M | Sell |
6,919
-419
| -6% | -$60.7K | 0.35% | 54 |
|
|
2015
Q2 | $1.19M | Buy |
7,338
+1,552
| +27% | +$253K | 0.39% | 49 |
|
|
2015
Q1 | $929K | Sell |
5,786
-332
| -5% | -$53.3K | 0.35% | 55 |
|
|
2014
Q4 | $982K | Sell |
6,118
-393
| -6% | -$63.1K | 0.38% | 54 |
|
|
2014
Q3 | $1.24M | Buy |
6,511
+246
| +4% | +$46.7K | 0.51% | 40 |
|
|
2014
Q2 | $1.14M | Sell |
6,265
-3,061
| -33% | -$555K | 0.5% | 41 |
|
|
2014
Q1 | $1.8M | Sell |
9,326
-188
| -2% | -$36.2K | 0.83% | 23 |
|
|
2013
Q4 | $1.79M | Buy |
9,514
+525
| +6% | +$98.5K | 0.84% | 25 |
|
|
2013
Q3 | $1.67M | Sell |
8,989
-125
| -1% | -$23.2K | 0.88% | 23 |
|
|
2013
Q2 | $1.74M | Buy |
+9,114
| New | +$1.74M | 0.98% | 22 |
|