First Personal Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $781K | Buy |
3,531
+127
| +4% | +$28.1K | 0.17% | 77 |
|
|
2024
Q2 | $589K | Sell |
3,404
-25
| -0.7% | -$4.32K | 0.13% | 80 |
|
|
2024
Q1 | $655K | Sell |
3,429
-75
| -2% | -$14.3K | 0.15% | 76 |
|
|
2023
Q4 | $573K | Sell |
3,504
-40
| -1% | -$6.54K | 0.14% | 78 |
|
|
2023
Q3 | $497K | Buy |
3,544
+681
| +24% | +$95.5K | 0.13% | 77 |
|
|
2023
Q2 | $383K | Hold |
2,863
| – | – | 0.1% | 86 |
|
|
2023
Q1 | $375K | Sell |
2,863
-67
| -2% | -$8.78K | 0.1% | 86 |
|
|
2022
Q4 | $413K | Sell |
2,930
-137
| -4% | -$19.3K | 0.11% | 84 |
|
|
2022
Q3 | $364K | Buy |
3,067
+742
| +32% | +$88.1K | 0.11% | 89 |
|
|
2022
Q2 | $328K | Hold |
2,325
| – | – | 0.09% | 87 |
|
|
2022
Q1 | $302K | Buy |
2,325
+38
| +2% | +$4.94K | 0.07% | 102 |
|
|
2021
Q4 | $306K | Sell |
2,287
-550
| -19% | -$73.6K | 0.07% | 104 |
|
|
2021
Q3 | $377K | Sell |
2,837
-156
| -5% | -$20.7K | 0.09% | 94 |
|
|
2021
Q2 | $419K | Sell |
2,993
-186
| -6% | -$26K | 0.11% | 88 |
|
|
2021
Q1 | $405K | Sell |
3,179
-64
| -2% | -$8.15K | 0.11% | 84 |
|
|
2020
Q4 | $390K | Sell |
3,243
-148
| -4% | -$17.8K | 0.11% | 87 |
|
|
2020
Q3 | $394K | Buy |
3,391
+42
| +1% | +$4.88K | 0.13% | 81 |
|
|
2020
Q2 | $387K | Sell |
3,349
-245
| -7% | -$28.3K | 0.13% | 81 |
|
|
2020
Q1 | $381K | Sell |
3,594
-67
| -2% | -$7.1K | 0.15% | 83 |
|
|
2019
Q4 | $469K | Sell |
3,661
-349
| -9% | -$44.7K | 0.15% | 86 |
|
|
2019
Q3 | $558K | Buy |
4,010
+226
| +6% | +$31.4K | 0.17% | 84 |
|
|
2019
Q2 | $499K | Buy |
3,784
+15
| +0.4% | +$1.98K | 0.14% | 117 |
|
|
2019
Q1 | $508K | Sell |
3,769
-17,667
| -82% | -$2.38M | 0.16% | 117 |
|
|
2018
Q4 | $2.33M | Sell |
21,436
-5,575
| -21% | -$606K | 0.8% | 45 |
|
|
2018
Q3 | $3.91M | Buy |
27,011
+157
| +0.6% | +$22.7K | 1.23% | 29 |
|
|
2018
Q2 | $3.59M | Sell |
26,854
-1,055
| -4% | -$141K | 1.2% | 29 |
|
|
2018
Q1 | $4.09M | Sell |
27,909
-6,609
| -19% | -$969K | 0.9% | 34 |
|
|
2017
Q4 | $5.06M | Sell |
34,518
-225
| -0.6% | -$33K | 0.99% | 33 |
|
|
2017
Q3 | $4.82M | Buy |
34,743
+1,233
| +4% | +$171K | 1.02% | 30 |
|
|
2017
Q2 | $4.93M | Buy |
33,510
+1,680
| +5% | +$247K | 1.08% | 30 |
|
|
2017
Q1 | $5.3M | Buy |
31,830
+378
| +1% | +$62.9K | 1.27% | 23 |
|
|
2016
Q4 | $4.99M | Buy |
31,452
+297
| +1% | +$47.1K | 1.32% | 19 |
|
|
2016
Q3 | $4.73M | Buy |
31,155
+602
| +2% | +$91.4K | 1.38% | 20 |
|
|
2016
Q2 | $4.43M | Buy |
30,553
+3,587
| +13% | +$520K | 1.51% | 17 |
|
|
2016
Q1 | $3.9M | Buy |
26,966
+9,988
| +59% | +$1.45M | 1.93% | 11 |
|
|
2015
Q4 | $2.23M | Buy |
16,978
+892
| +6% | +$117K | 1.26% | 26 |
|
|
2015
Q3 | $2.23M | Buy |
16,086
+1,845
| +13% | +$256K | 1.34% | 23 |
|
|
2015
Q2 | $2.22M | Buy |
14,241
+1,007
| +8% | +$157K | 1.33% | 19 |
|
|
2015
Q1 | $2.03M | Buy |
13,234
+386
| +3% | +$59.2K | 1.23% | 22 |
|
|
2014
Q4 | $1.97M | Buy |
+12,848
| New | +$1.97M | 1.15% | 23 |
|