Edge Capital Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.96M | Sell |
27,124
-107
| -0.4% | -$23.5K | 0.27% | 74 |
|
|
2024
Q3 | $6.02M | Buy |
27,231
+1,544
| +6% | +$341K | 0.27% | 74 |
|
|
2024
Q2 | $4.44M | Buy |
25,687
+5,098
| +25% | +$882K | 0.22% | 95 |
|
|
2024
Q1 | $3.93M | Buy |
20,589
+1,167
| +6% | +$223K | 0.2% | 102 |
|
|
2023
Q4 | $3.18M | Buy |
19,422
+740
| +4% | +$121K | 0.18% | 102 |
|
|
2023
Q3 | $2.62M | Sell |
18,682
-4,147
| -18% | -$582K | 0.17% | 103 |
|
|
2023
Q2 | $3.05M | Sell |
22,829
-1,180
| -5% | -$158K | 0.18% | 108 |
|
|
2023
Q1 | $3.15M | Buy |
24,009
+8,163
| +52% | +$1.07M | 0.19% | 99 |
|
|
2022
Q4 | $2.23M | Buy |
15,846
+11,311
| +249% | +$1.59M | 0.16% | 100 |
|
|
2022
Q3 | $539K | Buy |
4,535
+33
| +0.7% | +$3.92K | 0.04% | 183 |
|
|
2022
Q2 | $636K | Buy |
4,502
+765
| +20% | +$108K | 0.06% | 176 |
|
|
2022
Q1 | $486K | Sell |
3,737
-826
| -18% | -$107K | 0.03% | 202 |
|
|
2021
Q4 | $610K | Buy |
4,563
+954
| +26% | +$128K | 0.04% | 178 |
|
|
2021
Q3 | $479K | Sell |
3,609
-1,921
| -35% | -$255K | 0.04% | 191 |
|
|
2021
Q2 | $775K | Sell |
5,530
-175
| -3% | -$24.5K | 0.06% | 154 |
|
|
2021
Q1 | $727K | Sell |
5,705
-46,180
| -89% | -$5.88M | 0.06% | 152 |
|
|
2020
Q4 | $6.24M | Buy |
51,885
+2,457
| +5% | +$296K | 0.53% | 48 |
|
|
2020
Q3 | $5.75M | Buy |
49,428
+532
| +1% | +$61.9K | 0.57% | 40 |
|
|
2020
Q2 | $5.65M | Buy |
48,896
+2,872
| +6% | +$332K | 0.59% | 41 |
|
|
2020
Q1 | $4.88M | Buy |
46,024
+40,939
| +805% | +$4.34M | 0.58% | 47 |
|
|
2019
Q4 | $652K | Sell |
5,085
-13
| -0.3% | -$1.67K | 0.06% | 151 |
|
|
2019
Q3 | $709K | Sell |
5,098
-650
| -11% | -$90.4K | 0.07% | 144 |
|
|
2019
Q2 | $758K | Buy |
5,748
+366
| +7% | +$48.3K | 0.07% | 142 |
|
|
2019
Q1 | $726K | Buy |
5,382
+2,612
| +94% | +$352K | 0.07% | 147 |
|
|
2018
Q4 | $301K | Buy |
+2,770
| New | +$301K | 0.03% | 199 |
|