DI
Disciplined Investments’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,551
| Closed | -$208K | – | 766 |
|
|
2023
Q2 | $208K | Buy |
1,551
+1
| +0.1% | +$134 | 0.11% | 107 |
|
|
2023
Q1 | $203K | Buy |
1,550
+1,492
| +2,572% | +$196K | 0.09% | 127 |
|
|
2022
Q4 | $8.17K | Sell |
58
-1,870
| -97% | -$263K | ﹤0.01% | 337 |
|
|
2022
Q3 | $229K | Sell |
1,928
-9
| -0.5% | -$1.07K | 0.11% | 119 |
|
|
2022
Q2 | $273K | Sell |
1,937
-248
| -11% | -$35K | 0.12% | 114 |
|
|
2022
Q1 | $284K | Buy |
2,185
+12
| +0.6% | +$1.56K | 0.12% | 108 |
|
|
2021
Q4 | $290K | Buy |
2,173
+300
| +16% | +$40K | 0.13% | 102 |
|
|
2021
Q3 | $260K | Hold |
1,873
| – | – | 0.13% | 104 |
|
|
2021
Q2 | $275K | Hold |
1,873
| – | – | 0.14% | 102 |
|
|
2021
Q1 | $250K | Buy |
1,873
+1,794
| +2,271% | +$239K | 0.15% | 99 |
|
|
2020
Q4 | $10K | Hold |
79
| – | – | 0.01% | 225 |
|
|
2020
Q3 | $10K | Sell |
79
-1,512
| -95% | -$191K | 0.01% | 256 |
|
|
2020
Q2 | $192K | Hold |
1,591
| – | – | 0.15% | 94 |
|
|
2020
Q1 | $176K | Buy |
1,591
+79
| +5% | +$8.74K | 0.17% | 89 |
|
|
2019
Q4 | $203K | Buy |
+1,512
| New | +$203K | 0.17% | 84 |
|