Financial Partners Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.56M | Hold |
11,089
| – | – | 0.35% | 69 |
|
|
2022
Q3 | $1.32M | Buy |
11,089
+134
| +1% | +$15.9K | 0.31% | 70 |
|
|
2022
Q2 | $1.55M | Buy |
10,955
+213
| +2% | +$30.1K | 0.33% | 71 |
|
|
2022
Q1 | $1.4M | Buy |
10,742
+536
| +5% | +$69.7K | 0.26% | 78 |
|
|
2021
Q4 | $1.36M | Sell |
10,206
-255
| -2% | -$34.1K | 0.24% | 75 |
|
|
2021
Q3 | $1.39M | Buy |
10,461
+7,495
| +253% | +$996K | 0.25% | 65 |
|
|
2021
Q2 | $416K | Sell |
2,966
-105
| -3% | -$14.7K | 0.08% | 91 |
|
|
2021
Q1 | $391K | Buy |
3,071
+366
| +14% | +$46.6K | 0.08% | 89 |
|
|
2020
Q4 | $326K | Buy |
2,705
+314
| +13% | +$37.8K | 0.07% | 88 |
|
|
2020
Q3 | $278K | Hold |
2,391
| – | – | 0.07% | 87 |
|
|
2020
Q2 | $276K | Buy |
2,391
+418
| +21% | +$48.3K | 0.08% | 82 |
|
|
2020
Q1 | $209K | Buy |
+1,973
| New | +$209K | 0.07% | 83 |
|
|
2014
Q3 | – | Sell |
-9,946
| Closed | -$1.72M | – | 108 |
|
|
2014
Q2 | $1.72M | Buy |
9,946
+936
| +10% | +$162K | 0.53% | 57 |
|
|
2014
Q1 | $1.66M | Buy |
9,010
+1,057
| +13% | +$195K | 0.54% | 60 |
|
|
2013
Q4 | $1.43M | Buy |
+7,953
| New | +$1.43M | 0.47% | 59 |
|