GYL Financial Synergies’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.66M | Sell |
16,577
-3,962
| -19% | -$777K | 0.28% | 86 |
|
|
2024
Q2 | $3.55M | Buy |
20,539
+840
| +4% | +$146K | 0.27% | 87 |
|
|
2024
Q1 | $3.76M | Buy |
19,699
+463
| +2% | +$84.5K | 0.3% | 82 |
|
|
2023
Q4 | $3.15M | Sell |
19,236
-308
| -2% | -$46.5K | 0.26% | 91 |
|
|
2023
Q3 | $2.74M | Buy |
19,544
+7,768
| +66% | +$1.11M | 0.27% | 90 |
|
|
2023
Q2 | $1.58M | Sell |
11,776
-1,483
| -11% | -$191K | 0.14% | 131 |
|
|
2023
Q1 | $1.74M | Buy |
13,259
+8,294
| +167% | +$1.11M | 0.21% | 93 |
|
|
2022
Q4 | $700K | Buy |
4,965
+355
| +8% | +$49K | 0.15% | 98 |
|
|
2022
Q3 | $548K | Buy |
4,610
+100
| +2% | +$13.1K | 0.15% | 93 |
|
|
2022
Q2 | $637K | Buy |
4,510
+47
| +1% | +$6.34K | 0.17% | 82 |
|
|
2022
Q1 | $580K | Sell |
4,463
-30
| -0.7% | -$3.91K | 0.14% | 95 |
|
|
2021
Q4 | $600K | Sell |
4,493
-144
| -3% | -$18.1K | 0.16% | 103 |
|
|
2021
Q3 | $616K | Buy |
4,637
+297
| +7% | +$39.7K | 0.31% | 80 |
|
|
2021
Q2 | $608K | Hold |
4,340
| – | – | 0.31% | 79 |
|
|
2021
Q1 | $553K | Sell |
4,340
-4,732
| -52% | -$566K | 0.3% | 81 |
|
|
2020
Q4 | $1.09M | Buy |
9,072
+2,823
| +45% | +$326K | 0.63% | 31 |
|
|
2020
Q3 | $727K | Buy |
6,249
+609
| +11% | +$71.7K | 0.48% | 49 |
|
|
2020
Q2 | $651K | Buy |
+5,640
| New | +$655K | 0.47% | 49 |
|
|
2020
Q1 | – | Sell |
-2,130
| Closed | -$273K | – | 163 |
|
|
2019
Q4 | $273K | Sell |
2,130
-767
| -26% | -$99.7K | 0.12% | 144 |
|
|
2019
Q3 | $403K | Buy |
2,897
+1,267
| +78% | +$171K | 0.2% | 95 |
|
|
2019
Q2 | $215K | Sell |
1,630
-98
| -6% | -$12.9K | 0.11% | 148 |
|
|
2019
Q1 | $233K | Sell |
1,728
-536
| -24% | -$68.3K | 0.13% | 135 |
|
|
2018
Q4 | $246K | Buy |
+2,264
| New | +$272K | 0.18% | 112 |
|
Other funds holding IBM
