Charles Schwab Investment Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,165,068
| Closed | -$406M | – | 99 |
|
|
2019
Q4 | $406M | Buy |
3,165,068
+135,526
| +4% | +$17.4M | 0.58% | 42 |
|
|
2019
Q3 | $421M | Buy |
3,029,542
+105,833
| +4% | +$14.7M | 0.65% | 35 |
|
|
2019
Q2 | $385M | Buy |
2,923,709
+134,512
| +5% | +$17.7M | 0.61% | 38 |
|
|
2019
Q1 | $376M | Buy |
2,789,197
+209,408
| +8% | +$28.2M | 0.64% | 37 |
|
|
2018
Q4 | $280M | Buy |
2,579,789
+68,572
| +3% | +$7.45M | 0.53% | 53 |
|
|
2018
Q3 | $363M | Buy |
2,511,217
+57,409
| +2% | +$8.3M | 0.63% | 41 |
|
|
2018
Q2 | $328M | Buy |
+2,453,808
| New | +$328M | 0.6% | 43 |
|