Heron Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $305K | Sell |
2,276
-23
| -1% | -$3.08K | 0.16% | 110 |
|
|
2023
Q1 | $301K | Hold |
2,299
| – | – | 0.17% | 108 |
|
|
2022
Q4 | $324K | Sell |
2,299
-150
| -6% | -$21.2K | 0.22% | 89 |
|
|
2022
Q3 | $291K | Buy |
2,449
+150
| +7% | +$17.8K | 0.18% | 101 |
|
|
2022
Q2 | $325K | Sell |
2,299
-230
| -9% | -$32.5K | 0.2% | 96 |
|
|
2022
Q1 | $329K | Buy |
2,529
+93
| +4% | +$12.1K | 0.17% | 108 |
|
|
2021
Q4 | $330K | Buy |
2,436
+411
| +20% | +$55.7K | 0.18% | 104 |
|
|
2021
Q3 | $269K | Hold |
2,025
| – | – | 0.15% | 115 |
|
|
2021
Q2 | $284K | Hold |
2,025
| – | – | 0.16% | 110 |
|
|
2021
Q1 | $258K | Hold |
2,025
| – | – | 0.16% | 113 |
|
|
2020
Q4 | $250K | Hold |
2,025
| – | – | 0.17% | 113 |
|
|
2020
Q3 | $236K | Buy |
+2,025
| New | +$236K | 0.19% | 110 |
|