Groesbeck Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,500
| Closed | -$230K | – | 95 |
|
|
2014
Q4 | $230K | Sell |
1,500
-20,438
| -93% | -$3.13M | 0.11% | 89 |
|
|
2014
Q3 | $3.98M | Sell |
21,938
-3,611
| -14% | -$655K | 1.89% | 21 |
|
|
2014
Q2 | $4.43M | Sell |
25,549
-11,359
| -31% | -$1.97M | 1.93% | 19 |
|
|
2014
Q1 | $6.79M | Sell |
36,908
-1,763
| -5% | -$324K | 3.06% | 6 |
|
|
2013
Q4 | $6.94M | Sell |
38,671
-1,943
| -5% | -$348K | 2.88% | 8 |
|
|
2013
Q3 | $7.19M | Sell |
40,614
-1,903
| -4% | -$337K | 3.12% | 5 |
|
|
2013
Q2 | $7.77M | Buy |
+42,517
| New | +$7.77M | 3.28% | 5 |
|