GA
Geneva Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.24M | Sell |
14,531
-4,291
| -23% | -$660K | 0.04% | 194 |
|
|
2017
Q1 | $3.28M | Buy |
18,822
+722
| +4% | +$126K | 0.06% | 156 |
|
|
2016
Q4 | $3M | Sell |
18,100
-7,443
| -29% | -$1.24M | 0.06% | 163 |
|
|
2016
Q3 | $4.06M | Sell |
25,543
-490
| -2% | -$77.8K | 0.08% | 134 |
|
|
2016
Q2 | $3.95M | Sell |
26,033
-199
| -0.8% | -$30.2K | 0.08% | 132 |
|
|
2016
Q1 | $3.97M | Buy |
26,232
+909
| +4% | +$138K | 0.08% | 129 |
|
|
2015
Q4 | $3.49M | Buy |
25,323
+471
| +2% | +$64.8K | 0.07% | 134 |
|
|
2015
Q3 | $3.6M | Sell |
24,852
-387
| -2% | -$56.1K | 0.07% | 134 |
|
|
2015
Q2 | $4.11M | Sell |
25,239
-375
| -1% | -$61K | 0.07% | 144 |
|
|
2015
Q1 | $4.11M | Sell |
25,614
-3,606
| -12% | -$579K | 0.07% | 144 |
|
|
2014
Q4 | $4.69M | Sell |
29,220
-4,200
| -13% | -$674K | 0.09% | 127 |
|
|
2014
Q3 | $6.34M | Buy |
33,420
+98
| +0.3% | +$18.6K | 0.12% | 114 |
|
|
2014
Q2 | $6.04M | Sell |
33,322
-148
| -0.4% | -$26.8K | 0.11% | 117 |
|
|
2014
Q1 | $6.44M | Buy |
33,470
+261
| +0.8% | +$50.2K | 0.12% | 111 |
|
|
2013
Q4 | $6.23M | Sell |
33,209
-2,253
| -6% | -$423K | 0.12% | 103 |
|
|
2013
Q3 | $6.57M | Sell |
35,462
-1,218
| -3% | -$226K | 0.14% | 105 |
|
|
2013
Q2 | $7.01M | Buy |
+36,680
| New | +$7.01M | 0.16% | 98 |
|