HoyleCohen’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $969K | Sell |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $948K | Buy |
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|
2023
Q3 | $799K | Sell |
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|
2023
Q2 | $872K | Buy |
|
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|
2023
Q1 | $838K | Buy |
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|
2022
Q4 | $786K | Buy |
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|
2022
Q3 | $663K | Buy |
|
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|
2022
Q2 | $773K | Buy |
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|
2022
Q1 | $699K | Buy |
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|
2021
Q4 | $680K | Buy |
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|
2021
Q3 | $523K | Hold |
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|
2021
Q2 | $552 | Sell |
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|
2021
Q1 | $518K | Buy |
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|
2020
Q4 | $261K | Sell |
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|
2020
Q3 | $324K | Sell |
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|
2020
Q2 | $328K | Sell |
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|
2020
Q1 | $420K | Buy |
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|
2019
Q4 | $496K | Sell |
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|
2019
Q3 | $589K | Buy |
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|
2019
Q2 | $525K | Hold |
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|
2019
Q1 | $537K | Buy |
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|
2018
Q4 | $324K | Sell |
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|
2018
Q3 | $843K | Buy |
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|
2018
Q2 | $755K | Buy |
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|
2018
Q1 | $343K | Sell |
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|
2017
Q4 | $489K | Buy |
|