GIM
Guild Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,652
| Closed | -$1.13M | – | 79 |
|
|
2022
Q1 | $1.13M | Sell |
8,652
-390
| -4% | -$50.7K | 1.15% | 31 |
|
|
2021
Q4 | $1.21M | Sell |
9,042
-345
| -4% | -$104K | 1.22% | 24 |
|
|
2021
Q3 | $1.3M | Buy |
9,387
+162
| +2% | +$22.6K | 1.26% | 27 |
|
|
2021
Q2 | $1.35M | Buy |
9,225
+175
| +2% | +$25.6K | 1.31% | 28 |
|
|
2021
Q1 | $1.21M | Sell |
9,050
-2,950
| -25% | -$393K | 1.29% | 27 |
|
|
2020
Q4 | $1.51M | Sell |
12,000
-210
| -2% | -$26.5K | 1.66% | 28 |
|
|
2020
Q3 | $1.49M | Sell |
12,210
-165
| -1% | -$20K | 2.05% | 17 |
|
|
2020
Q2 | $1.5M | Sell |
12,375
-1,270
| -9% | -$153K | 2.12% | 19 |
|
|
2020
Q1 | $1.51M | Sell |
13,645
-1,380
| -9% | -$153K | 3.29% | 11 |
|
|
2019
Q4 | $2.01M | Buy |
15,025
+2,320
| +18% | +$311K | 2.58% | 17 |
|
|
2019
Q3 | $1.85M | Buy |
+12,705
| New | +$1.85M | 2.55% | 20 |
|