Halpern Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $10.3K | Hold |
47
| – | – | ﹤0.01% | 164 |
|
|
2024
Q2 | $8.13K | Sell |
47
-51
| -52% | -$8.82K | ﹤0.01% | 163 |
|
|
2024
Q1 | $18.7K | Hold |
98
| – | – | 0.01% | 134 |
|
|
2023
Q4 | $15.7K | Sell |
98
-18
| -16% | -$2.88K | ﹤0.01% | 158 |
|
|
2023
Q3 | $16.3K | Buy |
116
+18
| +18% | +$2.53K | 0.01% | 133 |
|
|
2023
Q2 | $13.1K | Hold |
98
| – | – | ﹤0.01% | 135 |
|
|
2023
Q1 | $12.8K | Hold |
98
| – | – | ﹤0.01% | 124 |
|
|
2022
Q4 | $13.8K | Hold |
98
| – | – | 0.01% | 123 |
|
|
2022
Q3 | $11.6K | Buy |
98
+17
| +21% | +$2.02K | ﹤0.01% | 138 |
|
|
2022
Q2 | $11.4K | Sell |
81
-650
| -89% | -$91.8K | ﹤0.01% | 155 |
|
|
2022
Q1 | $95K | Hold |
731
| – | – | 0.04% | 76 |
|
|
2021
Q4 | $97.7K | Sell |
731
-760
| -51% | -$102K | 0.04% | 60 |
|
|
2021
Q3 | $198K | Sell |
1,491
-267
| -15% | -$35.5K | 0.09% | 39 |
|
|
2021
Q2 | $246K | Hold |
1,758
| – | – | 0.12% | 29 |
|
|
2021
Q1 | $224K | Buy |
1,758
+58
| +3% | +$7.39K | 0.11% | 29 |
|
|
2020
Q4 | $205K | Buy |
1,700
+128
| +8% | +$15.4K | 0.11% | 30 |
|
|
2020
Q3 | $183K | Sell |
1,572
-21
| -1% | -$2.44K | 0.11% | 30 |
|
|
2020
Q2 | $184K | Sell |
1,593
-63
| -4% | -$7.27K | 0.12% | 27 |
|
|
2020
Q1 | $176K | Hold |
1,656
| – | – | 0.17% | 25 |
|
|
2019
Q4 | $212K | Buy |
+1,656
| New | +$212K | 0.17% | 31 |
|