Carmichael Hill & Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $982K | Sell |
4,441
-143
| -3% | -$31.6K | 0.35% | 62 |
|
|
2024
Q2 | $793K | Buy |
4,584
+507
| +12% | +$87.7K | 0.31% | 64 |
|
|
2024
Q1 | $779K | Sell |
4,077
-2
| -0% | -$382 | 0.31% | 66 |
|
|
2023
Q4 | $667K | Buy |
4,079
+24
| +0.6% | +$3.93K | 0.28% | 70 |
|
|
2023
Q3 | $569K | Buy |
4,055
+5
| +0.1% | +$701 | 0.26% | 73 |
|
|
2023
Q2 | $542K | Buy |
4,050
+46
| +1% | +$6.16K | 0.24% | 78 |
|
|
2023
Q1 | $525K | Buy |
4,004
+252
| +7% | +$33K | 0.25% | 74 |
|
|
2022
Q4 | $529K | Buy |
3,752
+2
| +0.1% | +$282 | 0.27% | 76 |
|
|
2022
Q3 | $445K | Buy |
3,750
+78
| +2% | +$9.26K | 0.24% | 83 |
|
|
2022
Q2 | $518K | Buy |
3,672
+317
| +9% | +$44.7K | 0.27% | 77 |
|
|
2022
Q1 | $436K | Sell |
3,355
-145
| -4% | -$18.8K | 0.2% | 91 |
|
|
2021
Q4 | $468K | Buy |
3,500
+53
| +2% | +$7.09K | 0.21% | 91 |
|
|
2021
Q3 | $458K | Buy |
3,447
+3
| +0.1% | +$399 | 0.23% | 80 |
|
|
2021
Q2 | $483K | Buy |
3,444
+2
| +0.1% | +$280 | 0.25% | 79 |
|
|
2021
Q1 | $439K | Buy |
3,442
+2
| +0.1% | +$255 | 0.24% | 82 |
|
|
2020
Q4 | $414K | Buy |
3,440
+2
| +0.1% | +$241 | 0.24% | 83 |
|
|
2020
Q3 | $400K | Sell |
3,438
-156
| -4% | -$18.2K | 0.27% | 74 |
|
|
2020
Q2 | $415K | Sell |
3,594
-7
| -0.2% | -$808 | 0.31% | 67 |
|
|
2020
Q1 | $382K | Buy |
3,601
+16
| +0.4% | +$1.7K | 0.33% | 62 |
|
|
2019
Q4 | $459K | Sell |
3,585
-307
| -8% | -$39.3K | 0.33% | 63 |
|
|
2019
Q3 | $541K | Sell |
3,892
-236
| -6% | -$32.8K | 0.53% | 55 |
|
|
2019
Q2 | $544K | Buy |
4,128
+7
| +0.2% | +$922 | 0.54% | 55 |
|
|
2019
Q1 | $556K | Sell |
4,121
-580
| -12% | -$78.3K | 0.58% | 51 |
|
|
2018
Q4 | $511K | Sell |
4,701
-202
| -4% | -$22K | 0.58% | 53 |
|
|
2018
Q3 | $709K | Buy |
4,903
+6
| +0.1% | +$868 | 0.68% | 44 |
|
|
2018
Q2 | $654K | Buy |
4,897
+5
| +0.1% | +$668 | 0.7% | 45 |
|
|
2018
Q1 | $718K | Buy |
4,892
+56
| +1% | +$8.22K | 0.78% | 40 |
|
|
2017
Q4 | $709K | Buy |
+4,836
| New | +$709K | 0.78% | 39 |
|