Holt Capital Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $504K | Hold |
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|
2020
Q1 | $463K | Hold |
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|
2019
Q4 | $559K | Hold |
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|
2019
Q3 | $606K | Hold |
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|
2019
Q2 | $575K | Hold |
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|
2019
Q1 | $588K | Hold |
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|
2018
Q4 | $474K | Hold |
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|
2018
Q3 | $631K | Hold |
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|
2018
Q2 | $583K | Hold |
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|
2018
Q1 | $640K | Hold |
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|
2017
Q4 | $640K | Hold |
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|
2017
Q3 | $605K | Hold |
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|
2017
Q2 | $641K | Hold |
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|
2017
Q1 | $726K | Hold |
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|
2016
Q4 | $692K | Hold |
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|
2016
Q3 | $662K | Hold |
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|
2016
Q2 | $633K | Hold |
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|
2016
Q1 | $632K | Hold |
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|
2015
Q4 | $574K | Hold |
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|
2015
Q3 | $605K | Hold |
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|
2015
Q2 | $678K | Sell |
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|
2015
Q1 | $742K | Buy |
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|
2014
Q4 | $669K | Sell |
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|
2014
Q3 | $877K | Buy |
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|
2014
Q2 | $702K | Hold |
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|
2014
Q1 | $745K | Sell |
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|
2013
Q4 | $773K | Buy |
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