Genovese Burford & Brothers Wealth & Retirement Plan Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $302K | Sell |
2,512
-384
| -13% | -$46.2K | 0.08% | 83 |
|
|
2020
Q3 | $337K | Buy |
2,896
+513
| +22% | +$59.7K | 0.1% | 64 |
|
|
2020
Q2 | $275K | Sell |
2,383
-209
| -8% | -$24.1K | 0.08% | 68 |
|
|
2020
Q1 | $275K | Sell |
2,592
-15
| -0.6% | -$1.59K | 0.08% | 68 |
|
|
2019
Q4 | $334K | Hold |
2,607
| – | – | 0.08% | 78 |
|
|
2019
Q3 | $362K | Hold |
2,607
| – | – | 0.09% | 68 |
|
|
2019
Q2 | $344K | Hold |
2,607
| – | – | 0.09% | 69 |
|
|
2019
Q1 | $352K | Buy |
2,607
+214
| +9% | +$28.9K | 0.1% | 62 |
|
|
2018
Q4 | $260K | Sell |
2,393
-141
| -6% | -$15.3K | 0.08% | 67 |
|
|
2018
Q3 | $366K | Hold |
2,534
| – | – | 0.12% | 62 |
|
|
2018
Q2 | $339K | Sell |
2,534
-218
| -8% | -$29.2K | 0.12% | 53 |
|
|
2018
Q1 | $404K | Buy |
+2,752
| New | +$404K | 0.15% | 45 |
|
|
2017
Q4 | – | Sell |
-2,732
| Closed | -$378K | – | 331 |
|
|
2017
Q3 | $378K | Hold |
2,732
| – | – | 0.15% | 38 |
|
|
2017
Q2 | $401K | Hold |
2,732
| – | – | 0.16% | 37 |
|
|
2017
Q1 | $455K | Sell |
2,732
-2,383
| -47% | -$397K | 0.18% | 34 |
|
|
2016
Q4 | $812K | Buy |
5,115
+2,509
| +96% | +$398K | 0.22% | 27 |
|
|
2016
Q3 | $395K | Sell |
2,606
-209
| -7% | -$31.7K | 0.16% | 39 |
|
|
2016
Q2 | $408K | Buy |
2,815
+20
| +0.7% | +$2.9K | 0.17% | 38 |
|
|
2016
Q1 | $404K | Hold |
2,795
| – | – | 0.19% | 36 |
|
|
2015
Q4 | $368K | Buy |
+2,795
| New | +$368K | 0.18% | 37 |
|