Endurance Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $537K | Hold |
4,015
| – | – | 0.07% | 119 |
|
|
2023
Q1 | $526K | Sell |
4,015
-14
| -0.3% | -$1.83K | 0.07% | 123 |
|
|
2022
Q4 | $568K | Sell |
4,029
-123
| -3% | -$17.3K | 0.09% | 109 |
|
|
2022
Q3 | $493K | Buy |
4,152
+255
| +7% | +$30.3K | 0.08% | 118 |
|
|
2022
Q2 | $550K | Hold |
3,897
| – | – | 0.08% | 118 |
|
|
2022
Q1 | $507K | Sell |
3,897
-106
| -3% | -$13.8K | 0.07% | 131 |
|
|
2021
Q4 | $535K | Sell |
4,003
-127
| -3% | -$17K | 0.06% | 142 |
|
|
2021
Q3 | $549K | Hold |
4,130
| – | – | 0.06% | 139 |
|
|
2021
Q2 | $578K | Buy |
4,130
+122
| +3% | +$17.1K | 0.06% | 138 |
|
|
2021
Q1 | $511K | Sell |
4,008
-118
| -3% | -$15K | 0.06% | 146 |
|
|
2020
Q4 | $496K | Sell |
4,126
-523
| -11% | -$62.9K | 0.06% | 142 |
|
|
2020
Q3 | $541K | Hold |
4,649
| – | – | 0.08% | 125 |
|
|
2020
Q2 | $537K | Hold |
4,649
| – | – | 0.09% | 120 |
|
|
2020
Q1 | $494K | Buy |
4,649
+496
| +12% | +$52.7K | 0.1% | 122 |
|
|
2019
Q4 | $532K | Sell |
4,153
-235
| -5% | -$30.1K | 0.08% | 129 |
|
|
2019
Q3 | $610K | Sell |
4,388
-513
| -10% | -$71.3K | 0.1% | 118 |
|
|
2019
Q2 | $646K | Hold |
4,901
| – | – | 0.1% | 117 |
|
|
2019
Q1 | $661K | Hold |
4,901
| – | – | 0.11% | 113 |
|
|
2018
Q4 | $533K | Sell |
4,901
-1,150
| -19% | -$125K | 0.1% | 118 |
|
|
2018
Q3 | $875K | Buy |
6,051
+52
| +0.9% | +$7.52K | 0.14% | 105 |
|
|
2018
Q2 | $801K | Buy |
5,999
+26
| +0.4% | +$3.47K | 0.13% | 106 |
|
|
2018
Q1 | $876K | Buy |
5,973
+325
| +6% | +$47.7K | 0.15% | 102 |
|
|
2017
Q4 | $829K | Sell |
5,648
-38
| -0.7% | -$5.58K | 0.13% | 102 |
|
|
2017
Q3 | $788K | Sell |
5,686
-1,135
| -17% | -$157K | 0.13% | 105 |
|
|
2017
Q2 | $1M | Sell |
6,821
-22
| -0.3% | -$3.24K | 0.17% | 94 |
|
|
2017
Q1 | $1.14M | Buy |
6,843
+1,048
| +18% | +$175K | 0.2% | 89 |
|
|
2016
Q4 | $919K | Sell |
5,795
-941
| -14% | -$149K | 0.16% | 101 |
|
|
2016
Q3 | $1.01M | Buy |
6,736
+2,803
| +71% | +$421K | 0.18% | 92 |
|
|
2016
Q2 | $571K | Sell |
3,933
-607
| -13% | -$88.1K | 0.11% | 115 |
|
|
2016
Q1 | $658 | Buy |
4,540
+492
| +12% | +$71 | 0.09% | 112 |
|
|
2015
Q4 | $533K | Sell |
4,048
-42
| -1% | -$5.53K | 0.1% | 118 |
|
|
2015
Q3 | $591K | Buy |
4,090
+42
| +1% | +$6.07K | 0.1% | 120 |
|
|
2015
Q2 | $629K | Sell |
4,048
-42
| -1% | -$6.53K | 0.11% | 117 |
|
|
2015
Q1 | $627K | Sell |
4,090
-25
| -0.6% | -$3.83K | 0.11% | 118 |
|
|
2014
Q4 | $631K | Sell |
4,115
-566
| -12% | -$86.8K | 0.11% | 117 |
|
|
2014
Q3 | $849K | Sell |
4,681
-9,440
| -67% | -$1.71M | 0.16% | 106 |
|
|
2014
Q2 | $2.45M | Hold |
14,121
| – | – | 0.41% | 68 |
|
|
2014
Q1 | $2.6M | Sell |
14,121
-204
| -1% | -$37.5K | 0.5% | 58 |
|
|
2013
Q4 | $2.57M | Sell |
14,325
-781
| -5% | -$140K | 0.51% | 56 |
|
|
2013
Q3 | $2.67M | Sell |
15,106
-2,720
| -15% | -$481K | 0.57% | 52 |
|
|
2013
Q2 | $3.26M | Buy |
+17,826
| New | +$3.26M | 0.73% | 43 |
|