Garcia Hamilton & Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,889
| Closed | -$278K | – | 60 |
|
|
2017
Q2 | $278K | Sell |
1,889
-1,292
| -41% | -$190K | 0.38% | 63 |
|
|
2017
Q1 | $487K | Sell |
3,181
-2,862
| -47% | -$438K | 0.43% | 63 |
|
|
2016
Q4 | $959K | Sell |
6,043
-165
| -3% | -$26.2K | 0.56% | 60 |
|
|
2016
Q3 | $943K | Sell |
6,208
-8
| -0.1% | -$1.22K | 0.55% | 59 |
|
|
2016
Q2 | $902K | Sell |
6,216
-255
| -4% | -$37K | 0.54% | 62 |
|
|
2016
Q1 | $937K | Sell |
6,471
-11
| -0.2% | -$1.59K | 0.54% | 60 |
|
|
2015
Q4 | $853K | Sell |
6,482
-171
| -3% | -$22.5K | 0.5% | 62 |
|
|
2015
Q3 | $922K | Sell |
6,653
-3,507
| -35% | -$486K | 0.56% | 58 |
|
|
2015
Q2 | $1.58M | Sell |
10,160
-1,290
| -11% | -$201K | 0.88% | 50 |
|
|
2015
Q1 | $1.76M | Sell |
11,450
-3,287
| -22% | -$504K | 0.86% | 49 |
|
|
2014
Q4 | $2.26M | Sell |
14,737
-6,187
| -30% | -$949K | 0.88% | 47 |
|
|
2014
Q3 | $3.8M | Sell |
20,924
-17,169
| -45% | -$3.12M | 1.1% | 39 |
|
|
2014
Q2 | $6.6M | Sell |
38,093
-238
| -0.6% | -$41.2K | 1.55% | 29 |
|
|
2014
Q1 | $7.05M | Sell |
38,331
-1,726
| -4% | -$318K | 1.66% | 30 |
|
|
2013
Q4 | $7.18M | Sell |
40,057
-14,929
| -27% | -$2.68M | 1.62% | 31 |
|
|
2013
Q3 | $9.74M | Sell |
54,986
-26,262
| -32% | -$4.65M | 1.76% | 29 |
|
|
2013
Q2 | $14.8M | Buy |
+81,248
| New | +$14.8M | 2.68% | 14 |
|