Johnson Midwest Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $189K | Hold |
1,346
| – | – | 0.42% | 35 |
|
|
2023
Q2 | $180K | Hold |
1,346
| – | – | 0.16% | 36 |
|
|
2023
Q1 | $176K | Hold |
1,346
| – | – | 0.25% | 35 |
|
|
2022
Q4 | $190K | Hold |
1,346
| – | – | 0.7% | 30 |
|
|
2022
Q3 | $160 | Sell |
1,346
-10
| -0.7% | -$1 | 0.61% | 30 |
|
|
2022
Q2 | $190K | Buy |
1,356
+10
| +0.7% | +$1.4K | 0.26% | 36 |
|
|
2022
Q1 | $175K | Hold |
1,346
| – | – | 0.25% | 33 |
|
|
2021
Q4 | $180K | Sell |
1,346
-62
| -4% | -$8.29K | 0.14% | 35 |
|
|
2021
Q3 | $187K | Hold |
1,408
| – | – | 0.15% | 42 |
|
|
2021
Q2 | $197K | Hold |
1,408
| – | – | 0.19% | 38 |
|
|
2021
Q1 | $179K | Hold |
1,408
| – | – | 0.19% | 40 |
|
|
2020
Q4 | $169K | Buy |
+1,408
| New | +$169K | 0.16% | 39 |
|