Hollow Brook Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-954
| Closed | -$211K | – | 88 |
|
|
2024
Q3 | $211K | Buy |
+954
| New | +$211K | 0.06% | 87 |
|
|
2016
Q2 | – | Sell |
-1,890
| Closed | -$274K | – | 45 |
|
|
2016
Q1 | $274K | Buy |
1,890
+47
| +3% | +$6.81K | 0.16% | 38 |
|
|
2015
Q4 | $242K | Hold |
1,843
| – | – | 0.12% | 43 |
|
|
2015
Q3 | $255K | Hold |
1,843
| – | – | 0.12% | 44 |
|
|
2015
Q2 | $287K | Hold |
1,843
| – | – | 0.11% | 43 |
|
|
2015
Q1 | $283K | Sell |
1,843
-418
| -18% | -$64.2K | 0.09% | 45 |
|
|
2014
Q4 | $347K | Sell |
2,261
-220
| -9% | -$33.8K | 0.11% | 46 |
|
|
2014
Q3 | $450K | Buy |
2,481
+393
| +19% | +$71.3K | 0.15% | 41 |
|
|
2014
Q2 | $362K | Hold |
2,088
| – | – | 0.12% | 39 |
|
|
2014
Q1 | $384K | Buy |
2,088
+155
| +8% | +$28.5K | 0.13% | 46 |
|
|
2013
Q4 | $347K | Hold |
1,933
| – | – | 0.11% | 48 |
|
|
2013
Q3 | $342K | Hold |
1,933
| – | – | 0.12% | 54 |
|
|
2013
Q2 | $353K | Buy |
+1,933
| New | +$353K | 0.13% | 48 |
|