Disciplined Equity Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,514
| Closed | -$2.05M | – | 86 |
|
|
2023
Q4 | $2.05M | Hold |
12,514
| – | – | 1.4% | 7 |
|
|
2023
Q3 | $1.76M | Hold |
12,514
| – | – | 1.47% | 9 |
|
|
2023
Q2 | $1.67M | Sell |
12,514
-60
| -0.5% | -$8.03K | 1.36% | 10 |
|
|
2023
Q1 | $1.65M | Buy |
12,574
+270
| +2% | +$35.4K | 1.4% | 12 |
|
|
2022
Q4 | $1.73M | Hold |
12,304
| – | – | 1.53% | 11 |
|
|
2022
Q3 | $1.46M | Sell |
12,304
-1,270
| -9% | -$151K | 1.44% | 11 |
|
|
2022
Q2 | $1.92M | Buy |
13,574
+210
| +2% | +$29.7K | 1.74% | 8 |
|
|
2022
Q1 | $1.74M | Buy |
13,364
+320
| +2% | +$41.6K | 1.74% | 11 |
|
|
2021
Q4 | $1.74M | Buy |
+13,044
| New | +$1.74M | 1.68% | 13 |
|