Fernwood Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-741
| Closed | -$142K | – | 409 |
|
|
2024
Q1 | $142K | Buy |
+741
| New | +$142K | 0.04% | 232 |
|
|
2019
Q4 | – | Sell |
-3,727
| Closed | -$518K | – | 174 |
|
|
2019
Q3 | $518K | Buy |
+3,727
| New | +$518K | 0.26% | 99 |
|
|
2017
Q2 | – | Sell |
-1,351
| Closed | -$225K | – | 145 |
|
|
2017
Q1 | $225K | Hold |
1,351
| – | – | 0.18% | 116 |
|
|
2016
Q4 | $214K | Sell |
1,351
-212
| -14% | -$33.6K | 0.21% | 110 |
|
|
2016
Q3 | $237K | Buy |
1,563
+37
| +2% | +$5.61K | 0.22% | 103 |
|
|
2016
Q2 | $221K | Buy |
+1,526
| New | +$221K | 0.22% | 104 |
|
|
2015
Q3 | – | Sell |
-1,289
| Closed | -$200K | – | 120 |
|
|
2015
Q2 | $200K | Buy |
+1,289
| New | +$200K | 0.16% | 109 |
|
|
2014
Q1 | – | Sell |
-2,354
| Closed | -$422K | – | 119 |
|
|
2013
Q4 | $422K | Buy |
+2,354
| New | +$422K | 0.28% | 87 |
|