FWM
Frontier Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.78M | Buy |
12,571
+34
| +0.3% | +$4.8K | 0.13% | 134 |
|
|
2022
Q1 | $1.58M | Buy |
12,537
+959
| +8% | +$121K | 0.02% | 145 |
|
|
2021
Q4 | $1.55M | Buy |
11,578
+1,635
| +16% | +$219K | 0.1% | 140 |
|
|
2021
Q3 | $1.38M | Buy |
9,943
+770
| +8% | +$107K | 0.1% | 147 |
|
|
2021
Q2 | $1.35M | Sell |
9,173
-344
| -4% | -$50.4K | 0.09% | 153 |
|
|
2021
Q1 | $1.27M | Sell |
9,517
-9,361
| -50% | -$1.25M | 0.1% | 141 |
|
|
2020
Q4 | $2.38M | Buy |
18,878
+1,788
| +10% | +$225K | 0.19% | 95 |
|
|
2020
Q3 | $2.08M | Buy |
17,090
+2,632
| +18% | +$320K | 0.19% | 92 |
|
|
2020
Q2 | $1.75M | Buy |
14,458
+2,186
| +18% | +$264K | 0.16% | 104 |
|
|
2020
Q1 | $1.36M | Buy |
12,272
+6,956
| +131% | +$771K | 0.22% | 101 |
|
|
2019
Q4 | $713K | Sell |
5,316
-2,747
| -34% | -$368K | 0.11% | 138 |
|
|
2019
Q3 | $1.17M | Buy |
8,063
+4
| +0% | +$581 | 0.17% | 118 |
|
|
2019
Q2 | $1.11M | Sell |
8,059
-91
| -1% | -$12.5K | 0.16% | 113 |
|
|
2019
Q1 | $1.15M | Sell |
8,150
-183
| -2% | -$25.8K | 0.16% | 140 |
|
|
2018
Q4 | $947K | Buy |
8,333
+207
| +3% | +$23.5K | 0.14% | 149 |
|
|
2018
Q3 | $1.23M | Hold |
8,126
| – | – | 0.12% | 133 |
|
|
2018
Q2 | $1.14M | Sell |
8,126
-730
| -8% | -$102K | 0.16% | 135 |
|
|
2018
Q1 | $1.36M | Buy |
8,856
+808
| +10% | +$124K | 0.19% | 125 |
|
|
2017
Q4 | $1.24M | Sell |
8,048
-1,568
| -16% | -$241K | 0.2% | 117 |
|
|
2017
Q3 | $1.4M | Sell |
9,616
-256
| -3% | -$37.1K | 0.2% | 123 |
|
|
2017
Q2 | $1.52M | Sell |
9,872
-5,266
| -35% | -$810K | 0.23% | 106 |
|
|
2017
Q1 | $2.64M | Buy |
15,138
+771
| +5% | +$134K | 0.4% | 66 |
|
|
2016
Q4 | $2.39M | Sell |
14,367
-1,000
| -7% | -$166K | 0.39% | 71 |
|
|
2016
Q3 | $2.44M | Sell |
15,367
-620
| -4% | -$98.5K | 0.37% | 72 |
|
|
2016
Q2 | $2.43M | Sell |
15,987
-110
| -0.7% | -$16.7K | 0.39% | 69 |
|
|
2016
Q1 | $2.44M | Buy |
16,097
+360
| +2% | +$54.5K | 0.2% | 70 |
|
|
2015
Q4 | $2.17M | Sell |
15,737
-1,040
| -6% | -$143K | 0.35% | 78 |
|
|
2015
Q3 | $2.43M | Buy |
16,777
+4,341
| +35% | +$629K | 0.38% | 67 |
|
|
2015
Q2 | $2.02M | Buy |
12,436
+3,200
| +35% | +$521K | 0.31% | 77 |
|
|
2015
Q1 | $1.48M | Buy |
9,236
+5,693
| +161% | +$913K | 0.24% | 81 |
|
|
2014
Q4 | $568K | Buy |
+3,543
| New | +$568K | 0.11% | 130 |
|