FinTrust Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.34M | Sell |
6,058
-13
| -0.2% | -$2.87K | 0.23% | 100 |
|
|
2024
Q2 | $1.05M | Sell |
6,071
-245
| -4% | -$42.4K | 0.19% | 108 |
|
|
2024
Q1 | $1.21M | Buy |
6,316
+1,105
| +21% | +$211K | 0.23% | 93 |
|
|
2023
Q4 | $852K | Sell |
5,211
-2,178
| -29% | -$356K | 0.17% | 122 |
|
|
2023
Q3 | $1.04M | Buy |
7,389
+5,290
| +252% | +$742K | 0.23% | 97 |
|
|
2023
Q2 | $296K | Hold |
2,099
| – | – | 0.07% | 212 |
|
|
2023
Q1 | $296K | Hold |
2,099
| – | – | 0.07% | 208 |
|
|
2022
Q4 | $296K | Sell |
2,099
-130
| -6% | -$18.3K | 0.07% | 210 |
|
|
2022
Q3 | $274K | Sell |
2,229
-99
| -4% | -$12.2K | 0.07% | 218 |
|
|
2022
Q2 | $299K | Buy |
2,328
+594
| +34% | +$76.3K | 0.07% | 217 |
|
|
2022
Q1 | $225K | Buy |
1,734
+571
| +49% | +$74.1K | 0.05% | 264 |
|
|
2021
Q4 | $155K | Sell |
1,163
-274
| -19% | -$36.5K | 0.04% | 329 |
|
|
2021
Q3 | $191K | Sell |
1,437
-149
| -9% | -$19.8K | 0.05% | 271 |
|
|
2021
Q2 | $222K | Sell |
1,586
-43
| -3% | -$6.02K | 0.06% | 263 |
|
|
2021
Q1 | $207K | Buy |
1,629
+201
| +14% | +$25.5K | 0.06% | 259 |
|
|
2020
Q4 | $172K | Hold |
1,428
| – | – | 0.05% | 268 |
|
|
2020
Q3 | $166 | Buy |
1,428
+184
| +15% | +$21 | 0.03% | 268 |
|
|
2020
Q2 | $144K | Sell |
1,244
-66
| -5% | -$7.64K | 0.06% | 265 |
|
|
2020
Q1 | $139K | Sell |
1,310
-136
| -9% | -$14.4K | 0.07% | 244 |
|
|
2019
Q4 | $185K | Sell |
1,446
-28
| -2% | -$3.58K | 0.07% | 224 |
|
|
2019
Q3 | $205K | Buy |
1,474
+4
| +0.3% | +$556 | 0.07% | 188 |
|
|
2019
Q2 | $194K | Buy |
1,470
+626
| +74% | +$82.6K | 0.08% | 193 |
|
|
2019
Q1 | $114K | Sell |
844
-65
| -7% | -$8.78K | 0.05% | 260 |
|
|
2018
Q4 | $99K | Buy |
+909
| New | +$99K | 0.05% | 259 |
|