Genovese Burford & Brothers Wealth & Retirement Plan Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $302K | Sell |
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|
2020
Q3 | $337K | Buy |
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|
2020
Q2 | $275K | Sell |
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|
2020
Q1 | $275K | Sell |
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|
2019
Q4 | $334K | Hold |
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|
2019
Q3 | $362K | Hold |
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|
2019
Q2 | $344K | Hold |
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|
2019
Q1 | $352K | Buy |
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|
2018
Q4 | $260K | Sell |
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|
2018
Q3 | $366K | Hold |
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|
2018
Q2 | $339K | Sell |
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|
2018
Q1 | $404K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $378K | Hold |
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|
2017
Q2 | $401K | Hold |
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|
2017
Q1 | $455K | Sell |
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|
2016
Q4 | $812K | Buy |
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|
2016
Q3 | $395K | Sell |
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|
2016
Q2 | $408K | Buy |
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|
2016
Q1 | $404K | Hold |
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|
2015
Q4 | $368K | Buy |
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