DY
Dowling & Yahnke’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.02M | Buy |
33,868
+1,057
| +3% | +$126K | 0.19% | 116 |
|
|
2022
Q2 | $4.63M | Buy |
32,811
+1,539
| +5% | +$217K | 0.22% | 110 |
|
|
2022
Q1 | $4.07M | Sell |
31,272
-499
| -2% | -$64.9K | 0.18% | 128 |
|
|
2021
Q4 | $4.25M | Sell |
31,771
-5,108
| -14% | -$683K | 0.2% | 120 |
|
|
2021
Q3 | $5.12M | Buy |
36,879
+2,160
| +6% | +$300K | 0.28% | 104 |
|
|
2021
Q2 | $5.09M | Buy |
34,719
+686
| +2% | +$101K | 0.29% | 99 |
|
|
2021
Q1 | $4.54M | Sell |
34,033
-340
| -1% | -$45.3K | 0.31% | 95 |
|
|
2020
Q4 | $4.33M | Sell |
34,373
-369
| -1% | -$46.5K | 0.31% | 91 |
|
|
2020
Q3 | $4.23M | Buy |
34,742
+1,450
| +4% | +$176K | 0.34% | 86 |
|
|
2020
Q2 | $4.02M | Buy |
33,292
+5,936
| +22% | +$717K | 0.34% | 88 |
|
|
2020
Q1 | $3.04M | Sell |
27,356
-2,193
| -7% | -$243K | 0.29% | 97 |
|
|
2019
Q4 | $3.96M | Buy |
29,549
+1,042
| +4% | +$140K | 0.3% | 96 |
|
|
2019
Q3 | $4.15M | Buy |
28,507
+798
| +3% | +$116K | 0.34% | 87 |
|
|
2019
Q2 | $3.82M | Buy |
27,709
+791
| +3% | +$109K | 0.32% | 93 |
|
|
2019
Q1 | $3.8M | Buy |
26,918
+2,149
| +9% | +$303K | 0.36% | 81 |
|
|
2018
Q4 | $3.08M | Sell |
24,769
-5,347
| -18% | -$664K | 0.32% | 88 |
|
|
2018
Q3 | $4.55M | Sell |
30,116
-334
| -1% | -$50.5K | 0.4% | 83 |
|
|
2018
Q2 | $4.25M | Sell |
30,450
-1,439
| -5% | -$201K | 0.4% | 83 |
|
|
2018
Q1 | $4.89M | Sell |
31,889
-1,061
| -3% | -$163K | 0.46% | 73 |
|
|
2017
Q4 | $5.06M | Sell |
32,950
-1,350
| -4% | -$207K | 0.46% | 75 |
|
|
2017
Q3 | $4.98M | Sell |
34,300
-236
| -0.7% | -$34.2K | 0.51% | 73 |
|
|
2017
Q2 | $5.31M | Sell |
34,536
-1,051
| -3% | -$162K | 0.56% | 63 |
|
|
2017
Q1 | $6.2M | Buy |
35,587
+696
| +2% | +$121K | 0.66% | 49 |
|
|
2016
Q4 | $5.79M | Buy |
34,891
+813
| +2% | +$135K | 0.65% | 50 |
|
|
2016
Q3 | $5.41M | Sell |
34,078
-155
| -0.5% | -$24.6K | 0.63% | 52 |
|
|
2016
Q2 | $5.2M | Buy |
34,233
+841
| +3% | +$128K | 0.62% | 51 |
|
|
2016
Q1 | $5.06M | Sell |
33,392
-1,575
| -5% | -$239K | 0.62% | 51 |
|
|
2015
Q4 | $4.81M | Sell |
34,967
-2,170
| -6% | -$299K | 0.61% | 51 |
|
|
2015
Q3 | $5.38M | Buy |
37,137
+2,243
| +6% | +$325K | 0.73% | 40 |
|
|
2015
Q2 | $5.68M | Buy |
34,894
+207
| +0.6% | +$33.7K | 0.71% | 38 |
|
|
2015
Q1 | $5.57M | Buy |
34,687
+462
| +1% | +$74.1K | 0.7% | 42 |
|
|
2014
Q4 | $5.49M | Sell |
34,225
-1,390
| -4% | -$223K | 0.68% | 43 |
|
|
2014
Q3 | $6.76M | Sell |
35,615
-40
| -0.1% | -$7.59K | 0.89% | 22 |
|
|
2014
Q2 | $6.46M | Buy |
35,655
+1,584
| +5% | +$287K | 0.83% | 24 |
|
|
2014
Q1 | $6.56M | Sell |
34,071
-355
| -1% | -$68.3K | 0.86% | 24 |
|
|
2013
Q4 | $6.46M | Buy |
34,426
+678
| +2% | +$127K | 0.91% | 22 |
|
|
2013
Q3 | $6.25M | Buy |
33,748
+466
| +1% | +$86.3K | 0.98% | 17 |
|
|
2013
Q2 | $6.36M | Buy |
+33,282
| New | +$6.36M | 1.06% | 16 |
|