Doyle Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.16M | Buy |
9,762
+70
| +0.7% | +$8.32K | 0.1% | 93 |
|
|
2022
Q2 | $1.37M | Sell |
9,692
-85
| -0.9% | -$12K | 0.11% | 92 |
|
|
2022
Q1 | $1.27M | Sell |
9,777
-780
| -7% | -$101K | 0.09% | 105 |
|
|
2021
Q4 | $1.41M | Sell |
10,557
-685
| -6% | -$91.6K | 0.1% | 97 |
|
|
2021
Q3 | $1.49M | Buy |
11,242
+104
| +0.9% | +$13.8K | 0.12% | 89 |
|
|
2021
Q2 | $1.56M | Buy |
11,138
+767
| +7% | +$107K | 0.13% | 89 |
|
|
2021
Q1 | $1.32M | Sell |
10,371
-52
| -0.5% | -$6.62K | 0.13% | 91 |
|
|
2020
Q4 | $1.25M | Buy |
10,423
+462
| +5% | +$55.6K | 0.13% | 91 |
|
|
2020
Q3 | $1.16M | Buy |
9,961
+655
| +7% | +$76.2K | 0.13% | 86 |
|
|
2020
Q2 | $1.07M | Sell |
9,306
-377
| -4% | -$43.5K | 0.14% | 74 |
|
|
2020
Q1 | $1.03M | Sell |
9,683
-559
| -5% | -$59.3K | 0.16% | 67 |
|
|
2019
Q4 | $1.31M | Sell |
10,242
-21
| -0.2% | -$2.69K | 0.16% | 71 |
|
|
2019
Q3 | $1.43M | Buy |
10,263
+694
| +7% | +$96.5K | 0.2% | 61 |
|
|
2019
Q2 | $1.26M | Sell |
9,569
-180
| -2% | -$23.7K | 0.17% | 66 |
|
|
2019
Q1 | $1.26M | Sell |
9,749
-616
| -6% | -$79.7K | 0.18% | 66 |
|
|
2018
Q4 | $1.13M | Sell |
10,365
-63,671
| -86% | -$6.92M | 0.19% | 61 |
|
|
2018
Q3 | $10.7M | Buy |
74,036
+3,958
| +6% | +$572K | 1.66% | 25 |
|
|
2018
Q2 | $9.36M | Buy |
70,078
+3,663
| +6% | +$489K | 1.54% | 26 |
|
|
2018
Q1 | $9.74M | Buy |
66,415
+61,273
| +1,192% | +$8.99M | 1.64% | 25 |
|
|
2017
Q4 | $754K | Sell |
5,142
-571
| -10% | -$83.7K | 0.13% | 76 |
|
|
2017
Q3 | $792K | Sell |
5,713
-375
| -6% | -$52K | 0.14% | 69 |
|
|
2017
Q2 | $895K | Sell |
6,088
-207
| -3% | -$30.4K | 0.17% | 63 |
|
|
2017
Q1 | $1.05M | Buy |
+6,295
| New | +$1.05M | 0.21% | 60 |
|