Dixon Hubard Feinour & Brown’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.39M | Sell |
9,860
-541
| -5% | -$76.4K | 0.17% | 124 |
|
|
2022
Q1 | $1.35M | Buy |
10,401
+3,618
| +53% | +$470K | 0.14% | 143 |
|
|
2021
Q4 | $907K | Buy |
6,783
+2,386
| +54% | +$319K | 0.09% | 162 |
|
|
2021
Q3 | $584K | Hold |
4,397
| – | – | 0.12% | 109 |
|
|
2021
Q2 | $616K | Sell |
4,397
-11,225
| -72% | -$1.57M | 0.13% | 107 |
|
|
2021
Q1 | $1.9M | Buy |
15,622
+7,845
| +101% | +$956K | 0.23% | 85 |
|
|
2020
Q4 | $905K | Hold |
7,777
| – | – | 0.23% | 79 |
|
|
2020
Q3 | $905K | Sell |
7,777
-230
| -3% | -$26.8K | 0.23% | 79 |
|
|
2020
Q2 | $953K | Sell |
8,007
-26
| -0.3% | -$3.1K | 0.25% | 76 |
|
|
2020
Q1 | $852K | Buy |
8,033
+157
| +2% | +$16.7K | 0.29% | 71 |
|
|
2019
Q4 | $1.01M | Sell |
7,876
-153
| -2% | -$19.6K | 0.26% | 78 |
|
|
2019
Q3 | $1.12M | Sell |
8,029
-105
| -1% | -$14.6K | 0.31% | 74 |
|
|
2019
Q2 | $1.07M | Buy |
8,134
+53
| +0.7% | +$6.99K | 0.3% | 74 |
|
|
2019
Q1 | $1.09M | Hold |
8,081
| – | – | 0.33% | 74 |
|
|
2018
Q4 | $878K | Sell |
8,081
-1,466
| -15% | -$159K | 0.33% | 78 |
|
|
2018
Q3 | $1.38M | Sell |
9,547
-1,369
| -13% | -$198K | 0.38% | 68 |
|
|
2018
Q2 | $1.46M | Buy |
10,916
+508
| +5% | +$67.9K | 0.42% | 63 |
|
|
2018
Q1 | $1.53M | Sell |
10,408
-95
| -0.9% | -$13.9K | 0.43% | 64 |
|
|
2017
Q4 | $1.54M | Sell |
10,503
-157
| -1% | -$23K | 0.42% | 62 |
|
|
2017
Q3 | $1.48M | Sell |
10,660
-119
| -1% | -$16.5K | 0.42% | 66 |
|
|
2017
Q2 | $1.59M | Sell |
10,779
-408
| -4% | -$60K | 0.46% | 64 |
|
|
2017
Q1 | $1.86M | Sell |
11,187
-42
| -0.4% | -$6.99K | 0.55% | 52 |
|
|
2016
Q4 | $1.78M | Buy |
11,229
+52
| +0.5% | +$8.25K | 0.57% | 54 |
|
|
2016
Q3 | $1.7M | Buy |
11,177
+131
| +1% | +$19.9K | 0.53% | 55 |
|
|
2016
Q2 | $1.6M | Buy |
11,046
+3,253
| +42% | +$472K | 0.51% | 55 |
|
|
2016
Q1 | $1.09M | Buy |
7,793
+314
| +4% | +$43.8K | 0.36% | 77 |
|
|
2015
Q4 | $984K | Sell |
7,479
-105
| -1% | -$13.8K | 0.31% | 77 |
|
|
2015
Q3 | $1.05M | Hold |
7,584
| – | – | 0.39% | 64 |
|
|
2015
Q2 | $1.18M | Buy |
7,584
+107
| +1% | +$16.6K | 0.36% | 69 |
|
|
2015
Q1 | $1.15M | Buy |
7,477
+335
| +5% | +$51.4K | 0.34% | 72 |
|
|
2014
Q4 | $1.1M | Sell |
7,142
-628
| -8% | -$96.3K | 0.34% | 79 |
|
|
2014
Q3 | $1.41M | Hold |
7,770
| – | – | 0.46% | 59 |
|
|
2014
Q2 | $1.35M | Hold |
7,770
| – | – | 0.44% | 60 |
|
|
2014
Q1 | $1.43M | Buy |
7,770
+2,695
| +53% | +$496K | 0.5% | 59 |
|
|
2013
Q4 | $910K | Sell |
5,075
-16,608
| -77% | -$2.98M | 0.34% | 76 |
|
|
2013
Q3 | $3.84M | Sell |
21,683
-15
| -0.1% | -$2.66K | 1.63% | 22 |
|
|
2013
Q2 | $3.96M | Buy |
+21,698
| New | +$3.96M | 1.77% | 18 |
|