Laurel Wealth Advisors (California)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.93M | Sell |
20,784
-57
| -0.3% | -$8.03K | 0.29% | 83 |
|
|
2022
Q3 | $2.48M | Buy |
20,841
+1,487
| +8% | +$177K | 0.26% | 87 |
|
|
2022
Q2 | $2.73M | Buy |
19,354
+271
| +1% | +$38.3K | 0.28% | 85 |
|
|
2022
Q1 | $2.48M | Sell |
19,083
-151
| -0.8% | -$19.6K | 0.21% | 108 |
|
|
2021
Q4 | $2.57M | Sell |
19,234
-2,551
| -12% | -$341K | 0.2% | 117 |
|
|
2021
Q3 | $2.89M | Buy |
21,785
+2,259
| +12% | +$300K | 0.53% | 33 |
|
|
2021
Q2 | $2.74M | Buy |
19,526
+1,185
| +6% | +$166K | 0.35% | 65 |
|
|
2021
Q1 | $2.34M | Buy |
18,341
+2,839
| +18% | +$362K | 0.35% | 65 |
|
|
2020
Q4 | $1.87M | Sell |
15,502
-1,598
| -9% | -$192K | 0.27% | 87 |
|
|
2020
Q3 | $1.99M | Sell |
17,100
-478
| -3% | -$55.6K | 0.33% | 66 |
|
|
2020
Q2 | $2.03M | Sell |
17,578
-27
| -0.2% | -$3.12K | 0.37% | 69 |
|
|
2020
Q1 | $1.87M | Buy |
17,605
+432
| +3% | +$45.8K | 0.43% | 59 |
|
|
2019
Q4 | $2.2M | Sell |
17,173
-3,762
| -18% | -$482K | 0.37% | 62 |
|
|
2019
Q3 | $2.91M | Buy |
20,935
+4,900
| +31% | +$681K | 0.5% | 49 |
|
|
2019
Q2 | $2.11M | Buy |
16,035
+248
| +2% | +$32.7K | 0.46% | 52 |
|
|
2019
Q1 | $2.13M | Buy |
15,787
+558
| +4% | +$75.3K | 0.52% | 46 |
|
|
2018
Q4 | $1.65M | Sell |
15,229
-754
| -5% | -$81.9K | 0.49% | 50 |
|
|
2018
Q3 | $2.31M | Sell |
15,983
-408
| -2% | -$59K | 0.57% | 42 |
|
|
2018
Q2 | $2.19M | Buy |
16,391
+445
| +3% | +$59.4K | 0.58% | 39 |
|
|
2018
Q1 | $2.34M | Sell |
15,946
-91
| -0.6% | -$13.3K | 0.72% | 29 |
|
|
2017
Q4 | $2.35M | Buy |
16,037
+4,705
| +42% | +$690K | 0.68% | 32 |
|
|
2017
Q3 | $1.57M | Sell |
11,332
-1,054
| -9% | -$146K | 0.53% | 51 |
|
|
2017
Q2 | $1.82M | Buy |
12,386
+1,356
| +12% | +$199K | 0.65% | 37 |
|
|
2017
Q1 | $1.84M | Buy |
11,030
+4,957
| +82% | +$825K | 0.71% | 31 |
|
|
2016
Q4 | $963K | Buy |
6,073
+712
| +13% | +$113K | 0.43% | 69 |
|
|
2016
Q3 | $814K | Sell |
5,361
-26
| -0.5% | -$3.95K | 0.39% | 71 |
|
|
2016
Q2 | $782K | Sell |
5,387
-495
| -8% | -$71.9K | 0.38% | 73 |
|
|
2016
Q1 | $852K | Sell |
5,882
-275
| -4% | -$39.8K | 0.43% | 65 |
|
|
2015
Q4 | $810K | Buy |
+6,157
| New | +$810K | 0.42% | 69 |
|