Financial Architects (New Jersey)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.52M | Buy |
11,337
+241
| +2% | +$32.2K | 0.23% | 97 |
|
|
2023
Q1 | $1.45M | Sell |
11,096
-1,175
| -10% | -$154K | 0.23% | 103 |
|
|
2022
Q4 | $1.73M | Sell |
12,271
-4
| -0% | -$564 | 0.29% | 86 |
|
|
2022
Q3 | $1.46M | Buy |
+12,275
| New | +$1.46M | 0.25% | 93 |
|
|
2022
Q2 | – | Sell |
-10,896
| Closed | -$1.42M | – | 120 |
|
|
2022
Q1 | $1.42M | Buy |
10,896
+1,253
| +13% | +$163K | 0.2% | 113 |
|
|
2021
Q4 | $1.29M | Buy |
9,643
+427
| +5% | +$57.1K | 0.17% | 128 |
|
|
2021
Q3 | $1.22M | Buy |
9,216
+134
| +1% | +$17.8K | 0.18% | 122 |
|
|
2021
Q2 | $1.27M | Buy |
9,082
+1,750
| +24% | +$245K | 0.18% | 117 |
|
|
2021
Q1 | $934K | Sell |
7,332
-154
| -2% | -$19.6K | 0.15% | 136 |
|
|
2020
Q4 | $901K | Buy |
7,486
+212
| +3% | +$25.5K | 0.17% | 121 |
|
|
2020
Q3 | $846K | Buy |
7,274
+1,437
| +25% | +$167K | 0.19% | 113 |
|
|
2020
Q2 | $674K | Buy |
5,837
+135
| +2% | +$15.6K | 0.16% | 122 |
|
|
2020
Q1 | $605K | Sell |
5,702
-66
| -1% | -$7K | 0.17% | 118 |
|
|
2019
Q4 | $739K | Buy |
5,768
+53
| +0.9% | +$6.79K | 0.16% | 117 |
|
|
2019
Q3 | $795K | Sell |
5,715
-7,609
| -57% | -$1.06M | 0.19% | 110 |
|
|
2019
Q2 | $1.76M | Sell |
13,324
-480
| -3% | -$63.3K | 0.33% | 64 |
|
|
2019
Q1 | $1.86M | Buy |
13,804
+196
| +1% | +$26.4K | 0.32% | 61 |
|
|
2018
Q4 | $1.48M | Buy |
13,608
+75
| +0.6% | +$8.15K | 0.28% | 68 |
|
|
2018
Q3 | $1.96M | Sell |
13,533
-1,135
| -8% | -$164K | 0.32% | 59 |
|
|
2018
Q2 | $1.96M | Buy |
14,668
+243
| +2% | +$32.5K | 0.35% | 55 |
|
|
2018
Q1 | $2.12M | Sell |
14,425
-20,359
| -59% | -$2.99M | 0.41% | 45 |
|
|
2017
Q4 | $5.1M | Sell |
34,784
-99
| -0.3% | -$14.5K | 0.85% | 26 |
|
|
2017
Q3 | $4.84M | Sell |
34,883
-496
| -1% | -$68.8K | 0.86% | 23 |
|
|
2017
Q2 | $5.2M | Buy |
35,379
+21,776
| +160% | +$3.2M | 0.93% | 20 |
|
|
2017
Q1 | $2.26M | Buy |
13,603
+6,977
| +105% | +$1.16M | 0.4% | 48 |
|
|
2016
Q4 | $1.05M | Sell |
6,626
-698
| -10% | -$111K | 0.25% | 81 |
|
|
2016
Q3 | $1.11M | Sell |
7,324
-21,529
| -75% | -$3.27M | 0.3% | 72 |
|
|
2016
Q2 | $4.19M | Buy |
28,853
+22,407
| +348% | +$3.25M | 1.18% | 17 |
|
|
2016
Q1 | $933K | Sell |
6,446
-522
| -7% | -$75.6K | 0.33% | 68 |
|
|
2015
Q4 | $917K | Sell |
6,968
-430
| -6% | -$56.6K | 0.37% | 68 |
|
|
2015
Q3 | $1.03M | Sell |
7,398
-150
| -2% | -$20.8K | 0.43% | 56 |
|
|
2015
Q2 | $1.17M | Sell |
7,548
-102
| -1% | -$15.9K | 0.42% | 45 |
|
|
2015
Q1 | $1.17M | Sell |
7,650
-2,165
| -22% | -$332K | 0.45% | 45 |
|
|
2014
Q4 | $1.51M | Buy |
9,815
+2,946
| +43% | +$452K | 0.66% | 28 |
|
|
2014
Q3 | $1.25M | Buy |
6,869
+477
| +7% | +$86.6K | 0.61% | 31 |
|
|
2014
Q2 | $1.11M | Buy |
6,392
+714
| +13% | +$124K | 0.53% | 44 |
|
|
2014
Q1 | $1.05M | Sell |
5,678
-789
| -12% | -$145K | 0.62% | 41 |
|
|
2013
Q4 | $1.16M | Buy |
6,467
+2,092
| +48% | +$375K | 0.68% | 36 |
|
|
2013
Q3 | $777K | Buy |
4,375
+233
| +6% | +$41.4K | 0.5% | 45 |
|
|
2013
Q2 | $756K | Buy |
+4,142
| New | +$756K | 0.56% | 41 |
|