Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-12,447
Closed -$1.35M 607
2018
Q4
$1.35M Sell
12,447
-20,188
-62% -$2.42M 1.5% 106
2018
Q3
$4.72M Buy
32,635
+11,297
+53% +$1.58M 2.61% 56
2018
Q2
$2.85M Buy
21,338
+2,092
+11% +$292K 0.72% 79
2018
Q1
$2.82M Buy
19,246
+14,330
+291% +$2.17M 1.8% 70
2017
Q4
$721K Hold
4,916
0.42% 162
2017
Q3
$682K Sell
4,916
-1,778
-27% -$248K 0.9% 124
2017
Q2
$985K Buy
+6,694
New +$1.01M 1.49% 129
2016
Q3
Sell
-13,075
Closed -$1.9M 426
2016
Q2
$1.9M Buy
13,075
+12,929
+8,855% +$1.85M 0.7% 150
2016
Q1
$2.12M Buy
146
+129
+759% +$16.5K 1.13% 94
2015
Q4
$220K Sell
17
-58
-77% -$7.79K 0.1% 682
2015
Q3
$1.04M Sell
75
-16,033
-100% -$2.37M 0.61% 166
2015
Q2
$2.5M Sell
16,108
-53,451
-77% -$8.59M 1.15% 137
2015
Q1
$10.7M Buy
69,559
+28,451
+69% +$4.32M 6.66% 14
2014
Q4
$6.3M Buy
41,108
+32,217
+362% +$5.13M 1.39% 65
2014
Q3
$1.61M Sell
8,891
-7,740
-47% -$1.41M 0.71% 177
2014
Q2
$2.88M Sell
16,631
-28,452
-63% -$5.12M 1.59% 62
2014
Q1
$8.3M Buy
45,083
+22,280
+98% +$3.92M 3.47% 22
2013
Q4
$4.09M Sell
22,803
-2,092
-8% -$361K 2.82% 39
2013
Q3
$4.41M Buy
24,895
+21,862
+721% +$3.97M 3.06% 16
2013
Q2
$554K Buy
+3,033
New +$591K 0.44% 116

Other funds holding IBM