GP
Girard Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $251K | Sell |
1,452
-11
| -0.8% | -$1.9K | 0.02% | 239 |
|
|
2024
Q1 | $279K | Buy |
1,463
+1
| +0.1% | +$191 | 0.03% | 232 |
|
|
2023
Q4 | $239K | Hold |
1,462
| – | – | 0.02% | 232 |
|
|
2023
Q3 | $205K | Buy |
+1,462
| New | +$205K | 0.02% | 239 |
|
|
2023
Q1 | – | Sell |
-1,603
| Closed | -$226K | – | 259 |
|
|
2022
Q4 | $226K | Buy |
+1,603
| New | +$226K | 0.03% | 244 |
|
|
2019
Q2 | – | Sell |
-2,007
| Closed | -$283K | – | 236 |
|
|
2019
Q1 | $283K | Sell |
2,007
-242
| -11% | -$34.1K | 0.05% | 195 |
|
|
2018
Q4 | $255K | Sell |
2,249
-540
| -19% | -$61.2K | 0.05% | 203 |
|
|
2018
Q3 | $421K | Sell |
2,789
-513
| -16% | -$77.4K | 0.07% | 166 |
|
|
2018
Q2 | $461K | Sell |
3,302
-1,248
| -27% | -$174K | 0.09% | 175 |
|
|
2018
Q1 | $698K | Buy |
4,550
+947
| +26% | +$145K | 0.16% | 134 |
|
|
2017
Q4 | $553K | Sell |
3,603
-261
| -7% | -$40.1K | 0.11% | 158 |
|
|
2017
Q3 | $561K | Sell |
3,864
-108
| -3% | -$15.7K | 0.12% | 146 |
|
|
2017
Q2 | $611K | Sell |
3,972
-1,331
| -25% | -$205K | 0.13% | 141 |
|
|
2017
Q1 | $924K | Sell |
5,303
-289
| -5% | -$50.4K | 0.22% | 107 |
|
|
2016
Q4 | $928K | Buy |
5,592
+30
| +0.5% | +$4.98K | 0.27% | 100 |
|
|
2016
Q3 | $883K | Buy |
5,562
+290
| +6% | +$46K | 0.29% | 93 |
|
|
2016
Q2 | $800K | Buy |
5,272
+359
| +7% | +$54.5K | 0.3% | 89 |
|
|
2016
Q1 | $744K | Sell |
4,913
-1,351
| -22% | -$205K | 0.33% | 87 |
|
|
2015
Q4 | $862K | Sell |
6,264
-449
| -7% | -$61.8K | 0.42% | 74 |
|
|
2015
Q3 | $973K | Buy |
6,713
+2,185
| +48% | +$317K | 0.55% | 64 |
|
|
2015
Q2 | $736K | Sell |
4,528
-1,662
| -27% | -$270K | 0.41% | 77 |
|
|
2015
Q1 | $993K | Sell |
6,190
-3,068
| -33% | -$492K | 0.59% | 59 |
|
|
2014
Q4 | $1.49M | Sell |
9,258
-2,553
| -22% | -$410K | 0.93% | 40 |
|
|
2014
Q3 | $2.24M | Buy |
11,811
+301
| +3% | +$57.1K | 1.5% | 16 |
|
|
2014
Q2 | $2.09M | Buy |
11,510
+307
| +3% | +$55.6K | 1.44% | 19 |
|
|
2014
Q1 | $2.16M | Sell |
11,203
-619
| -5% | -$119K | 1.53% | 17 |
|
|
2013
Q4 | $2.22M | Buy |
+11,822
| New | +$2.22M | 1.76% | 14 |
|