Intersect Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $440K | Buy |
3,116
+1,236
| +66% | +$175K | 0.13% | 168 |
|
|
2022
Q1 | $244K | Sell |
1,880
-859
| -31% | -$111K | 0.05% | 366 |
|
|
2021
Q4 | $366K | Sell |
2,739
-2,285
| -45% | -$305K | 0.07% | 265 |
|
|
2021
Q3 | $667K | Sell |
5,024
-1,057
| -17% | -$140K | 0.11% | 147 |
|
|
2021
Q2 | $852K | Buy |
6,081
+1,568
| +35% | +$220K | 0.15% | 115 |
|
|
2021
Q1 | $575K | Buy |
4,513
+78
| +2% | +$9.94K | 0.12% | 141 |
|
|
2020
Q4 | $534K | Buy |
4,435
+760
| +21% | +$91.5K | 0.12% | 125 |
|
|
2020
Q3 | $427K | Buy |
3,675
+372
| +11% | +$43.2K | 0.12% | 131 |
|
|
2020
Q2 | $381K | Sell |
3,303
-532
| -14% | -$61.4K | 0.12% | 119 |
|
|
2020
Q1 | $407K | Buy |
3,835
+230
| +6% | +$24.4K | 0.16% | 100 |
|
|
2019
Q4 | $462K | Buy |
3,605
+95
| +3% | +$12.2K | 0.15% | 105 |
|
|
2019
Q3 | $488K | Buy |
3,510
+263
| +8% | +$36.6K | 0.18% | 93 |
|
|
2019
Q2 | $428K | Buy |
3,247
+2
| +0.1% | +$264 | 0.17% | 101 |
|
|
2019
Q1 | $438K | Buy |
3,245
+13
| +0.4% | +$1.76K | 0.18% | 89 |
|
|
2018
Q4 | $351K | Sell |
3,232
-146
| -4% | -$15.9K | 0.17% | 90 |
|
|
2018
Q3 | $488K | Hold |
3,378
| – | – | 0.21% | 76 |
|
|
2018
Q2 | $451K | Buy |
3,378
+4
| +0.1% | +$534 | 0.22% | 78 |
|
|
2018
Q1 | $495K | Hold |
3,374
| – | – | 0.26% | 69 |
|
|
2017
Q4 | $495K | Sell |
3,374
-34
| -1% | -$4.99K | 0.27% | 71 |
|
|
2017
Q3 | $473K | Sell |
3,408
-371
| -10% | -$51.5K | 0.27% | 69 |
|
|
2017
Q2 | $556K | Buy |
3,779
+421
| +13% | +$61.9K | 0.33% | 63 |
|
|
2017
Q1 | $559K | Sell |
3,358
-1,263
| -27% | -$210K | 0.49% | 48 |
|
|
2016
Q4 | $733K | Sell |
4,621
-32
| -0.7% | -$5.08K | 0.55% | 42 |
|
|
2016
Q3 | $707K | Sell |
4,653
-3,243
| -41% | -$493K | 0.56% | 42 |
|
|
2016
Q2 | $1.15M | Sell |
7,896
-172
| -2% | -$25K | 0.69% | 36 |
|
|
2016
Q1 | $1.17M | Buy |
8,068
+2,644
| +49% | +$383K | 0.73% | 30 |
|
|
2015
Q4 | $714K | Sell |
5,424
-41
| -0.8% | -$5.4K | 0.61% | 37 |
|
|
2015
Q3 | $757K | Buy |
5,465
+45
| +0.8% | +$6.23K | 0.7% | 35 |
|
|
2015
Q2 | $843K | Sell |
5,420
-830
| -13% | -$129K | 0.72% | 35 |
|
|
2015
Q1 | $1.02M | Buy |
6,250
+32
| +0.5% | +$5.24K | 0.79% | 31 |
|
|
2014
Q4 | $954K | Buy |
+6,218
| New | +$954K | 0.8% | 29 |
|