Independent Portfolio Consultants’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$367K Sell
2,495
-1,074
-30% -$158K 0.15% 210
2017
Q1
$594K Sell
3,569
-5,020
-58% -$835K 0.21% 174
2016
Q4
$1.36M Buy
8,589
+31
+0.4% +$4.92K 0.45% 48
2016
Q3
$1.3M Buy
8,558
+313
+4% +$47.5K 0.41% 55
2016
Q2
$1.2M Sell
8,245
-154
-2% -$22.3K 0.38% 64
2016
Q1
$1.22M Buy
8,399
+7,479
+813% +$1.08M 0.34% 89
2015
Q4
$121K Sell
920
-168
-15% -$22.1K 0.04% 426
2015
Q3
$151K Buy
1,088
+722
+197% +$100K 0.03% 392
2015
Q2
$57K Sell
366
-116
-24% -$18.1K 0.01% 608
2015
Q1
$74K Sell
482
-167
-26% -$25.6K 0.02% 544
2014
Q4
$99K Buy
649
+173
+36% +$26.4K 0.02% 508
2014
Q3
$86K Buy
+476
New +$86K 0.02% 571