Burleson & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $208K | Buy |
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|
2022
Q3 | $175K | Buy |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $582K | Hold |
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|
2021
Q4 | $598K | Sell |
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|
2021
Q3 | $621K | Sell |
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|
2021
Q2 | $676K | Buy |
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|
2021
Q1 | $601K | Buy |
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|
2020
Q4 | $568K | Sell |
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|
2020
Q3 | $597K | Buy |
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|
2020
Q2 | $563K | Buy |
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|
2020
Q1 | $554K | Sell |
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|
2019
Q4 | $1.02M | Sell |
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|
2019
Q3 | $1.85M | Sell |
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|
2019
Q2 | $2.12M | Buy |
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|
2019
Q1 | $1.03M | Sell |
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|
2018
Q4 | $1.07M | Sell |
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|
2018
Q3 | $1.18M | Buy |
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|
2018
Q2 | $1.09M | Buy |
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|
2018
Q1 | $956K | Buy |
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|
2017
Q4 | $694K | Buy |
|