Herndon Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $107K | Buy |
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|
2017
Q1 | $87K | Hold |
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|
2016
Q4 | $83K | Buy |
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|
2016
Q3 | $13K | Hold |
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|
2016
Q2 | $12K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.26M | Hold |
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|
2015
Q2 | $1.42M | Hold |
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|
2015
Q1 | $1.4M | Sell |
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|
2014
Q4 | $1.4M | Sell |
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|
2014
Q3 | $168M | Sell |
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|
2014
Q2 | $172M | Sell |
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|
2014
Q1 | $190M | Buy |
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|
2013
Q4 | $184M | Buy |
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|
2013
Q3 | $135M | Buy |
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|
2013
Q2 | $131M | Buy |
|