Kovitz Investment Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $1.58M | Sell |
11,970
-105
| -0.9% | -$13.8K | 0.1% | 60 |
|
|
2015
Q3 | $1.67M | Sell |
12,075
-128
| -1% | -$17.7K | 0.1% | 57 |
|
|
2015
Q2 | $1.9M | Buy |
12,203
+238
| +2% | +$37K | 0.11% | 58 |
|
|
2015
Q1 | $1.84M | Sell |
11,965
-37
| -0.3% | -$5.68K | 0.1% | 56 |
|
|
2014
Q4 | $1.84M | Sell |
12,002
-1,673
| -12% | -$257K | 0.09% | 58 |
|
|
2014
Q3 | $2.48M | Sell |
13,675
-1,948
| -12% | -$354K | 0.13% | 49 |
|
|
2014
Q2 | $2.71M | Sell |
15,623
-56,763
| -78% | -$9.84M | 0.14% | 49 |
|
|
2014
Q1 | $14.8M | Sell |
72,386
-376,009
| -84% | -$76.7M | 0.76% | 43 |
|
|
2013
Q4 | $80.4M | Buy |
448,395
+109,063
| +32% | +$19.6M | 3.66% | 5 |
|
|
2013
Q3 | $60.1M | Buy |
339,332
+33,581
| +11% | +$5.95M | 2.91% | 14 |
|
|
2013
Q2 | $55.9M | Buy |
+305,751
| New | +$55.9M | 2.86% | 16 |
|