H
HoyleCohen’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $969K | Sell |
5,606
-109
| -2% | -$18.9K | 0.07% | 144 |
|
|
2024
Q1 | $1.09M | Sell |
5,715
-82
| -1% | -$15.7K | 0.08% | 143 |
|
|
2023
Q4 | $948K | Buy |
5,797
+104
| +2% | +$17K | 0.08% | 148 |
|
|
2023
Q3 | $799K | Sell |
5,693
-827
| -13% | -$116K | 0.07% | 151 |
|
|
2023
Q2 | $872K | Buy |
6,520
+127
| +2% | +$17K | 0.08% | 147 |
|
|
2023
Q1 | $838K | Buy |
6,393
+812
| +15% | +$106K | 0.08% | 145 |
|
|
2022
Q4 | $786K | Buy |
5,581
+2
| +0% | +$282 | 0.08% | 153 |
|
|
2022
Q3 | $663K | Buy |
5,579
+102
| +2% | +$12.1K | 0.07% | 154 |
|
|
2022
Q2 | $773K | Buy |
5,477
+103
| +2% | +$14.5K | 0.08% | 149 |
|
|
2022
Q1 | $699K | Buy |
5,374
+286
| +6% | +$37.2K | 0.06% | 168 |
|
|
2021
Q4 | $680K | Buy |
5,088
+1,321
| +35% | +$177K | 0.06% | 175 |
|
|
2021
Q3 | $523K | Hold |
3,767
| – | – | 0.05% | 180 |
|
|
2021
Q2 | $552 | Sell |
3,767
-120
| -3% | -$18 | 0.04% | 174 |
|
|
2021
Q1 | $518K | Buy |
3,887
+1,812
| +87% | +$241K | 0.05% | 172 |
|
|
2020
Q4 | $261K | Sell |
2,075
-592
| -22% | -$74.5K | 0.03% | 203 |
|
|
2020
Q3 | $324K | Sell |
2,667
-50
| -2% | -$6.07K | 0.05% | 167 |
|
|
2020
Q2 | $328K | Sell |
2,717
-1,070
| -28% | -$129K | 0.05% | 150 |
|
|
2020
Q1 | $420K | Buy |
3,787
+90
| +2% | +$9.98K | 0.08% | 131 |
|
|
2019
Q4 | $496K | Sell |
3,697
-350
| -9% | -$47K | 0.08% | 138 |
|
|
2019
Q3 | $589K | Buy |
4,047
+240
| +6% | +$34.9K | 0.1% | 135 |
|
|
2019
Q2 | $525K | Hold |
3,807
| – | – | 0.09% | 135 |
|
|
2019
Q1 | $537K | Buy |
3,807
+954
| +33% | +$135K | 0.09% | 129 |
|
|
2018
Q4 | $324K | Sell |
2,853
-2,720
| -49% | -$309K | 0.07% | 138 |
|
|
2018
Q3 | $843K | Buy |
5,573
+170
| +3% | +$25.7K | 0.16% | 102 |
|
|
2018
Q2 | $755K | Buy |
5,403
+2,985
| +123% | +$417K | 0.15% | 102 |
|
|
2018
Q1 | $343K | Sell |
2,418
-766
| -24% | -$109K | 0.07% | 130 |
|
|
2017
Q4 | $489K | Buy |
+3,184
| New | +$489K | 0.1% | 116 |
|