HJA
Hugh Johnson Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $305K | Sell |
2,209
-185
| -8% | -$25.5K | 0.1% | 84 |
|
|
2019
Q1 | $338K | Buy |
+2,394
| New | +$338K | 0.1% | 84 |
|
|
2017
Q4 | – | Sell |
-1,403
| Closed | -$204K | – | 96 |
|
|
2017
Q3 | $204K | Hold |
1,403
| – | – | 0.06% | 94 |
|
|
2017
Q2 | $216K | Buy |
1,403
+12
| +0.9% | +$1.91K | 0.07% | 92 |
|
|
2017
Q1 | $242K | Buy |
1,391
+1
| +0.1% | +$166 | 0.08% | 87 |
|
|
2016
Q4 | $231K | Hold |
1,390
| – | – | 0.08% | 83 |
|
|
2016
Q3 | $221K | Hold |
1,390
| – | – | 0.08% | 90 |
|
|
2016
Q2 | $211K | Sell |
1,390
-287
| -17% | -$43.5K | 0.08% | 85 |
|
|
2016
Q1 | $254K | Hold |
1,677
| – | – | 0.1% | 80 |
|
|
2015
Q4 | $231K | Sell |
1,677
-60
| -3% | -$8.3K | 0.09% | 82 |
|
|
2015
Q3 | $252K | Hold |
1,737
| – | – | 0.1% | 78 |
|
|
2015
Q2 | $283K | Sell |
1,737
-250
| -13% | -$40.7K | 0.1% | 80 |
|
|
2015
Q1 | $319K | Sell |
1,987
-23,084
| -92% | -$3.71M | 0.11% | 76 |
|
|
2014
Q4 | $4.02M | Sell |
25,071
-178
| -0.7% | -$28.5K | 1.4% | 29 |
|
|
2014
Q3 | $4.79M | Buy |
25,249
+662
| +3% | +$126K | 1.71% | 21 |
|
|
2014
Q2 | $4.46M | Sell |
24,587
-148
| -0.6% | -$26.9K | 1.63% | 23 |
|
|
2014
Q1 | $4.76M | Sell |
24,735
-271
| -1% | -$52.1K | 1.79% | 22 |
|
|
2013
Q4 | $4.69M | Sell |
25,006
-263
| -1% | -$49.3K | 1.84% | 21 |
|
|
2013
Q3 | $4.68M | Sell |
25,269
-3,023
| -11% | -$560K | 1.98% | 17 |
|
|
2013
Q2 | $5.41M | Buy |
+28,292
| New | +$5.41M | 2.47% | 13 |
|