Landmark Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $619K | Buy |
3,787
+25
| +0.7% | +$4.09K | 0.22% | 52 |
|
|
2023
Q3 | $528K | Buy |
3,762
+100
| +3% | +$14K | 0.21% | 53 |
|
|
2023
Q2 | $490K | Buy |
3,662
+38
| +1% | +$5.09K | 0.2% | 57 |
|
|
2023
Q1 | $475K | Buy |
3,624
+388
| +12% | +$50.9K | 0.21% | 57 |
|
|
2022
Q4 | $456K | Buy |
3,236
+683
| +27% | +$96.2K | 0.21% | 60 |
|
|
2022
Q3 | $303K | Hold |
2,553
| – | – | 0.16% | 66 |
|
|
2022
Q2 | $360K | Hold |
2,553
| – | – | 0.18% | 61 |
|
|
2022
Q1 | $355K | Buy |
2,553
+87
| +4% | +$12.1K | 0.17% | 65 |
|
|
2021
Q4 | $330K | Buy |
2,466
+441
| +22% | +$59K | 0.15% | 68 |
|
|
2021
Q3 | $258K | Sell |
2,025
-66
| -3% | -$8.41K | 0.14% | 60 |
|
|
2021
Q2 | $293K | Buy |
2,091
+66
| +3% | +$9.25K | 0.14% | 63 |
|
|
2021
Q1 | $258K | Buy |
2,025
+208
| +11% | +$26.5K | 0.14% | 60 |
|
|
2020
Q4 | $223K | Buy |
+1,817
| New | +$223K | 0.13% | 66 |
|
|
2017
Q2 | – | Sell |
-1,283
| Closed | -$214K | – | 55 |
|
|
2017
Q1 | $214K | Hold |
1,283
| – | – | 0.16% | 50 |
|
|
2016
Q4 | $204K | Sell |
1,283
-103
| -7% | -$16.4K | 0.16% | 53 |
|
|
2016
Q3 | $211K | Buy |
+1,386
| New | +$211K | 0.18% | 47 |
|
|
2015
Q1 | – | Sell |
-1,491
| Closed | -$228K | – | 54 |
|
|
2014
Q4 | $228K | Buy |
+1,491
| New | +$228K | 0.24% | 50 |
|