Emerson Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.48M | Sell |
10,231
-1,464
| -13% | -$212K | 0.28% | 72 |
|
|
2015
Q4 | $1.54M | Sell |
11,695
-394
| -3% | -$51.8K | 0.3% | 71 |
|
|
2015
Q3 | $1.68M | Buy |
12,089
+38
| +0.3% | +$5.27K | 0.33% | 70 |
|
|
2015
Q2 | $1.87M | Sell |
12,051
-764
| -6% | -$119K | 0.35% | 72 |
|
|
2015
Q1 | $1.97M | Sell |
12,815
-496
| -4% | -$76.1K | 0.36% | 75 |
|
|
2014
Q4 | $2.04M | Sell |
13,311
-1,701
| -11% | -$261K | 0.4% | 75 |
|
|
2014
Q3 | $2.73M | Sell |
15,012
-693
| -4% | -$126K | 0.54% | 65 |
|
|
2014
Q2 | $2.72M | Buy |
15,705
+119
| +0.8% | +$20.6K | 0.53% | 65 |
|
|
2014
Q1 | $2.87M | Buy |
15,586
+3,048
| +24% | +$561K | 0.59% | 62 |
|
|
2013
Q4 | $2.25M | Sell |
12,538
-332
| -3% | -$59.5K | 0.47% | 65 |
|
|
2013
Q3 | $2.28M | Sell |
12,870
-445
| -3% | -$78.8K | 0.51% | 64 |
|
|
2013
Q2 | $2.43M | Buy |
+13,315
| New | +$2.43M | 0.57% | 61 |
|