Cornerstone Advisors (Washington)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $307K | Sell |
2,640
-145
| -5% | -$16.9K | 0.03% | 70 |
|
|
2020
Q2 | $322K | Buy |
2,785
+435
| +19% | +$50.3K | 0.04% | 63 |
|
|
2020
Q1 | $249K | Sell |
2,350
-678
| -22% | -$71.8K | 0.03% | 68 |
|
|
2019
Q4 | $388K | Buy |
3,028
+11
| +0.4% | +$1.41K | 0.05% | 50 |
|
|
2019
Q3 | $419K | Buy |
3,017
+49
| +2% | +$6.81K | 0.06% | 44 |
|
|
2019
Q2 | $391K | Buy |
2,968
+295
| +11% | +$38.9K | 0.04% | 73 |
|
|
2019
Q1 | $361K | Buy |
2,673
+502
| +23% | +$67.8K | 0.04% | 70 |
|
|
2018
Q4 | $236K | Buy |
2,171
+146
| +7% | +$15.9K | 0.04% | 98 |
|
|
2018
Q3 | $293K | Buy |
2,025
+96
| +5% | +$13.9K | 0.19% | 85 |
|
|
2018
Q2 | $258K | Buy |
1,929
+78
| +4% | +$10.4K | 0.18% | 92 |
|
|
2018
Q1 | $272K | Buy |
1,851
+129
| +7% | +$19K | 0.19% | 81 |
|
|
2017
Q4 | $253K | Sell |
1,722
-2
| -0.1% | -$294 | 0.17% | 85 |
|
|
2017
Q3 | $239K | Sell |
1,724
-50
| -3% | -$6.93K | 0.16% | 87 |
|
|
2017
Q2 | $261K | Sell |
1,774
-112
| -6% | -$16.5K | 0.15% | 74 |
|
|
2017
Q1 | $314K | Hold |
1,886
| – | – | 0.17% | 63 |
|
|
2016
Q4 | $299K | Buy |
1,886
+87
| +5% | +$13.8K | 0.25% | 61 |
|
|
2016
Q3 | $273K | Buy |
1,799
+1,025
| +132% | +$156K | 0.23% | 59 |
|
|
2016
Q2 | $112K | Sell |
774
-347
| -31% | -$50.2K | 0.11% | 99 |
|
|
2016
Q1 | $162K | Buy |
1,121
+96
| +9% | +$13.9K | 0.17% | 74 |
|
|
2015
Q4 | $135K | Sell |
1,025
-372
| -27% | -$49K | 0.15% | 94 |
|
|
2015
Q3 | $194K | Buy |
1,397
+40
| +3% | +$5.56K | 0.17% | 98 |
|
|
2015
Q2 | $211K | Hold |
1,357
| – | – | 0.17% | 98 |
|
|
2015
Q1 | $208K | Sell |
1,357
-9
| -0.7% | -$1.38K | 0.16% | 108 |
|
|
2014
Q4 | $210K | Buy |
1,366
+846
| +163% | +$130K | 0.15% | 109 |
|
|
2014
Q3 | $94K | Sell |
520
-13
| -2% | -$2.35K | 0.08% | 60 |
|
|
2014
Q2 | $92K | Buy |
533
+4
| +0.8% | +$690 | 0.09% | 67 |
|
|
2014
Q1 | $97K | Buy |
529
+409
| +341% | +$75K | 0.11% | 58 |
|
|
2013
Q4 | $22K | Buy |
120
+3
| +3% | +$550 | 0.03% | 101 |
|
|
2013
Q3 | $21K | Hold |
117
| – | – | 0.04% | 98 |
|
|
2013
Q2 | $21K | Buy |
+117
| New | +$21K | 0.05% | 53 |
|