Kings Point Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $101K | Hold |
773
| – | – | 0.01% | 267 |
|
|
2021
Q4 | $103K | Sell |
773
-856
| -53% | -$114K | 0.01% | 284 |
|
|
2021
Q3 | $216K | Hold |
1,629
| – | – | 0.02% | 194 |
|
|
2021
Q2 | $228K | Buy |
1,629
+429
| +36% | +$60K | 0.02% | 194 |
|
|
2021
Q1 | $153K | Hold |
1,200
| – | – | 0.02% | 213 |
|
|
2020
Q4 | $144K | Sell |
1,200
-518
| -30% | -$62.2K | 0.02% | 209 |
|
|
2020
Q3 | $200K | Hold |
1,718
| – | – | 0.03% | 177 |
|
|
2020
Q2 | $198K | Sell |
1,718
-1,778
| -51% | -$205K | 0.03% | 163 |
|
|
2020
Q1 | $371K | Buy |
3,496
+261
| +8% | +$27.7K | 0.07% | 120 |
|
|
2019
Q4 | $415K | Buy |
3,235
+1,530
| +90% | +$196K | 0.06% | 134 |
|
|
2019
Q3 | $237K | Buy |
1,705
+754
| +79% | +$105K | 0.04% | 156 |
|
|
2019
Q2 | $125K | Buy |
951
+22
| +2% | +$2.89K | 0.02% | 180 |
|
|
2019
Q1 | $125K | Buy |
929
+327
| +54% | +$44K | 0.02% | 163 |
|
|
2018
Q4 | $65K | Sell |
602
-523
| -46% | -$56.5K | 0.01% | 195 |
|
|
2018
Q3 | $163K | Hold |
1,125
| – | – | 0.03% | 155 |
|
|
2018
Q2 | $150K | Sell |
1,125
-18
| -2% | -$2.4K | 0.03% | 159 |
|
|
2018
Q1 | $168K | Hold |
1,143
| – | – | 0.03% | 152 |
|
|
2017
Q4 | $168K | Hold |
1,143
| – | – | 0.04% | 155 |
|
|
2017
Q3 | $159K | Sell |
1,143
-263
| -19% | -$36.6K | 0.04% | 152 |
|
|
2017
Q2 | $207K | Buy |
1,406
+155
| +12% | +$22.8K | 0.05% | 137 |
|
|
2017
Q1 | $208K | Buy |
1,251
+523
| +72% | +$87K | 0.05% | 134 |
|
|
2016
Q4 | $116K | Hold |
728
| – | – | 0.03% | 152 |
|
|
2016
Q3 | $111K | Hold |
728
| – | – | 0.03% | 142 |
|
|
2016
Q2 | $106K | Hold |
728
| – | – | 0.03% | 151 |
|
|
2016
Q1 | $105K | Hold |
728
| – | – | 0.03% | 144 |
|
|
2015
Q4 | $96K | Hold |
728
| – | – | 0.02% | 159 |
|
|
2015
Q3 | $101K | Buy |
728
+366
| +101% | +$50.8K | 0.03% | 170 |
|
|
2015
Q2 | $56K | Hold |
362
| – | – | 0.01% | 204 |
|
|
2015
Q1 | $56K | Hold |
362
| – | – | 0.01% | 201 |
|
|
2014
Q4 | $56K | Sell |
362
-215
| -37% | -$33.3K | 0.02% | 188 |
|
|
2014
Q3 | $105K | Hold |
577
| – | – | 0.03% | 136 |
|
|
2014
Q2 | $100K | Buy |
577
+215
| +59% | +$37.3K | 0.03% | 138 |
|
|
2014
Q1 | $67K | Hold |
362
| – | – | 0.02% | 149 |
|
|
2013
Q4 | $65K | Hold |
362
| – | – | 0.02% | 150 |
|
|
2013
Q3 | $64K | Hold |
362
| – | – | 0.02% | 155 |
|
|
2013
Q2 | $66K | Buy |
+362
| New | +$66K | 0.03% | 160 |
|