Catamount Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $226K | Buy |
1,674
+1,256
| +300% | +$170K | 0.13% | 46 |
|
|
2018
Q4 | $54K | Hold |
418
| – | – | 0.04% | 70 |
|
|
2018
Q3 | $60K | Hold |
418
| – | – | 0.03% | 74 |
|
|
2018
Q2 | $58K | Sell |
418
-210
| -33% | -$29.1K | 0.03% | 70 |
|
|
2018
Q1 | $92K | Hold |
628
| – | – | 0.05% | 59 |
|
|
2017
Q4 | $92K | Hold |
628
| – | – | 0.05% | 57 |
|
|
2017
Q3 | $87K | Hold |
628
| – | – | 0.05% | 55 |
|
|
2017
Q2 | $92K | Sell |
628
-1,836
| -75% | -$269K | 0.06% | 61 |
|
|
2017
Q1 | $410K | Hold |
2,464
| – | – | 0.28% | 29 |
|
|
2016
Q4 | $391K | Hold |
2,464
| – | – | 0.32% | 29 |
|
|
2016
Q3 | $370K | Sell |
2,464
-183
| -7% | -$27.5K | 0.32% | 27 |
|
|
2016
Q2 | $384K | Buy |
2,647
+447
| +20% | +$64.8K | 0.44% | 23 |
|
|
2016
Q1 | $319K | Hold |
2,200
| – | – | 0.37% | 21 |
|
|
2015
Q4 | $289K | Sell |
2,200
-324
| -13% | -$42.6K | 0.26% | 22 |
|
|
2015
Q3 | $350K | Hold |
2,524
| – | – | 0.35% | 18 |
|
|
2015
Q2 | $393K | Sell |
2,524
-99
| -4% | -$15.4K | 0.3% | 28 |
|
|
2015
Q1 | $403K | Sell |
2,623
-131
| -5% | -$20.1K | 0.33% | 29 |
|
|
2014
Q4 | $422K | Buy |
+2,754
| New | +$422K | 0.4% | 28 |
|