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 |
|