Lawson Kroeker Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,458
| Closed | -$742K | – | 74 |
|
|
2017
Q1 | $742K | Sell |
4,458
-3,255
| -42% | -$542K | 0.25% | 53 |
|
|
2016
Q4 | $1.22M | Sell |
7,713
-15
| -0.2% | -$2.38K | 0.42% | 47 |
|
|
2016
Q3 | $1.17M | Buy |
7,728
+60
| +0.8% | +$9.12K | 0.38% | 46 |
|
|
2016
Q2 | $1.11M | Hold |
7,668
| – | – | 0.37% | 46 |
|
|
2016
Q1 | $1.11M | Buy |
7,668
+4,285
| +127% | +$620K | 0.38% | 45 |
|
|
2015
Q4 | $445K | Sell |
3,383
-3,337
| -50% | -$439K | 0.15% | 61 |
|
|
2015
Q3 | $931K | Buy |
6,720
+168
| +3% | +$23.3K | 0.31% | 51 |
|
|
2015
Q2 | $1.02M | Sell |
6,552
-2,917
| -31% | -$454K | 0.3% | 51 |
|
|
2015
Q1 | $1.45M | Buy |
+9,469
| New | +$1.45M | 0.42% | 44 |
|
|
2013
Q4 | – | Sell |
-1,700
| Closed | -$301K | – | 74 |
|
|
2013
Q3 | $301K | Hold |
1,700
| – | – | 0.1% | 71 |
|
|
2013
Q2 | $311K | Buy |
+1,700
| New | +$311K | 0.11% | 72 |
|