Frontier Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.77M | Buy |
12,571
+34
| +0.3% | +$4.59K | 0.13% | 134 |
|
|
2022
Q1 | $1.58M | Buy |
12,537
+959
| +8% | +$125K | 0.02% | 145 |
|
|
2021
Q4 | $1.55M | Buy |
11,578
+1,178
| +11% | +$148K | 0.1% | 140 |
|
|
2021
Q3 | $1.38M | Buy |
10,400
+805
| +8% | +$108K | 0.1% | 147 |
|
|
2021
Q2 | $1.34M | Sell |
9,595
-360
| -4% | -$49.2K | 0.09% | 153 |
|
|
2021
Q1 | $1.27M | Sell |
9,955
-9,791
| -50% | -$1.17M | 0.1% | 141 |
|
|
2020
Q4 | $2.38M | Buy |
19,746
+1,870
| +10% | +$216K | 0.19% | 95 |
|
|
2020
Q3 | $2.08M | Buy |
17,876
+2,753
| +18% | +$324K | 0.19% | 92 |
|
|
2020
Q2 | $1.75M | Buy |
15,123
+2,286
| +18% | +$266K | 0.16% | 104 |
|
|
2020
Q1 | $1.36M | Buy |
12,837
+7,276
| +131% | +$920K | 0.22% | 101 |
|
|
2019
Q4 | $713K | Sell |
5,561
-2,873
| -34% | -$373K | 0.11% | 138 |
|
|
2019
Q3 | $1.17M | Buy |
8,434
+4
| +0% | +$540 | 0.17% | 118 |
|
|
2019
Q2 | $1.11M | Sell |
8,430
-95
| -1% | -$12.5K | 0.16% | 113 |
|
|
2019
Q1 | $1.15M | Sell |
8,525
-191
| -2% | -$24.3K | 0.16% | 140 |
|
|
2018
Q4 | $947K | Buy |
8,716
+216
| +3% | +$25.9K | 0.14% | 149 |
|
|
2018
Q3 | $1.23M | Hold |
8,500
| – | – | 0.12% | 133 |
|
|
2018
Q2 | $1.14M | Sell |
8,500
-763
| -8% | -$106K | 0.16% | 135 |
|
|
2018
Q1 | $1.36M | Buy |
9,263
+845
| +10% | +$128K | 0.19% | 125 |
|
|
2017
Q4 | $1.24M | Sell |
8,418
-1,640
| -16% | -$238K | 0.2% | 117 |
|
|
2017
Q3 | $1.4M | Sell |
10,058
-268
| -3% | -$37.3K | 0.2% | 123 |
|
|
2017
Q2 | $1.52M | Sell |
10,326
-5,508
| -35% | -$830K | 0.23% | 106 |
|
|
2017
Q1 | $2.64M | Buy |
15,834
+806
| +5% | +$135K | 0.4% | 66 |
|
|
2016
Q4 | $2.38M | Sell |
15,028
-1,046
| -7% | -$159K | 0.39% | 71 |
|
|
2016
Q3 | $2.44M | Sell |
16,074
-648
| -4% | -$98.3K | 0.37% | 72 |
|
|
2016
Q2 | $2.43M | Sell |
16,722
-115
| -0.7% | -$16.5K | 0.39% | 69 |
|
|
2016
Q1 | $2.44M | Buy |
16,837
+376
| +2% | +$48K | 0.2% | 70 |
|
|
2015
Q4 | $2.17M | Sell |
16,461
-1,088
| -6% | -$146K | 0.35% | 78 |
|
|
2015
Q3 | $2.43M | Buy |
17,549
+4,541
| +35% | +$671K | 0.38% | 67 |
|
|
2015
Q2 | $2.02M | Buy |
13,008
+3,347
| +35% | +$538K | 0.31% | 77 |
|
|
2015
Q1 | $1.48M | Buy |
9,661
+5,955
| +161% | +$903K | 0.24% | 81 |
|
|
2014
Q4 | $568K | Buy |
+3,706
| New | +$590K | 0.11% | 130 |
|
Other funds holding IBM
