Legacy Capital Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,692
| Closed | -$358K | – | 146 |
|
|
2021
Q3 | $358K | Sell |
2,692
-35
| -1% | -$4.68K | 0.13% | 116 |
|
|
2021
Q2 | $382K | Hold |
2,727
| – | – | 0.14% | 113 |
|
|
2021
Q1 | $347K | Sell |
2,727
-340
| -11% | -$40.7K | 0.13% | 109 |
|
|
2020
Q4 | $369K | Hold |
3,067
| – | – | 0.14% | 103 |
|
|
2020
Q3 | $357K | Hold |
3,067
| – | – | 0.14% | 104 |
|
|
2020
Q2 | $354K | Sell |
3,067
-593
| -16% | -$68.9K | 0.15% | 105 |
|
|
2020
Q1 | $388K | Buy |
3,660
+758
| +26% | +$95.9K | 0.19% | 92 |
|
|
2019
Q4 | $372K | Hold |
2,902
| – | – | 0.15% | 105 |
|
|
2019
Q3 | $403K | Hold |
2,902
| – | – | 0.18% | 97 |
|
|
2019
Q2 | $383K | Sell |
2,902
-575
| -17% | -$75.5K | 0.17% | 99 |
|
|
2019
Q1 | $469K | Buy |
3,477
+52
| +2% | +$6.63K | 0.22% | 89 |
|
|
2018
Q4 | $372K | Hold |
3,425
| – | – | 0.2% | 96 |
|
|
2018
Q3 | $495K | Buy |
3,425
+576
| +20% | +$80.5K | 0.23% | 86 |
|
|
2018
Q2 | $381K | Hold |
2,849
| – | – | 0.19% | 97 |
|
|
2018
Q1 | $418K | Hold |
2,849
| – | – | 0.21% | 92 |
|
|
2017
Q4 | $418K | Hold |
2,849
| – | – | 0.21% | 86 |
|
|
2017
Q3 | $395K | Sell |
2,849
-646
| -18% | -$90K | 0.21% | 82 |
|
|
2017
Q2 | $514K | Sell |
3,495
-8,586
| -71% | -$1.29M | 0.28% | 76 |
|
|
2017
Q1 | $2.01M | Buy |
12,081
+64
| +0.5% | +$10.7K | 1.13% | 37 |
|
|
2016
Q4 | $1.91M | Sell |
12,017
-320
| -3% | -$48.7K | 1.16% | 35 |
|
|
2016
Q3 | $1.87M | Sell |
12,337
-15
| -0.1% | -$2.28K | 1.18% | 34 |
|
|
2016
Q2 | $1.79M | Sell |
12,352
-907
| -7% | -$130K | 1.12% | 37 |
|
|
2016
Q1 | $1.92M | Sell |
13,259
-785
| -6% | -$100K | 1.24% | 31 |
|
|
2015
Q4 | $1.85M | Sell |
14,044
-99
| -0.7% | -$13.3K | 1.19% | 32 |
|
|
2015
Q3 | $1.96M | Buy |
14,143
+509
| +4% | +$75.2K | 1.33% | 29 |
|
|
2015
Q2 | $2.12M | Buy |
13,634
+806
| +6% | +$130K | 1.38% | 29 |
|
|
2015
Q1 | $1.97M | Sell |
12,828
-4,854
| -27% | -$736K | 1.25% | 29 |
|
|
2014
Q4 | $2.71M | Sell |
17,682
-6,009
| -25% | -$956K | 1.74% | 17 |
|
|
2014
Q3 | $4.3M | Buy |
23,691
+748
| +3% | +$136K | 2.85% | 4 |
|
|
2014
Q2 | $3.98M | Buy |
22,943
+696
| +3% | +$125K | 2.58% | 8 |
|
|
2014
Q1 | $4.09M | Buy |
22,247
+4,707
| +27% | +$829K | 2.9% | 3 |
|
|
2013
Q4 | $3.15M | Sell |
17,540
-1,779
| -9% | -$307K | 2.24% | 13 |
|
|
2013
Q3 | $3.42M | Sell |
19,319
-533
| -3% | -$96.9K | 2.55% | 10 |
|
|
2013
Q2 | $3.63M | Buy |
+19,852
| New | +$3.87M | 2.77% | 9 |
|
Other funds holding IBM
Legacy Capital Partners's IBM Position: Q4 2021 in Review
Legacy Capital Partners sold out of IBM (IBM) in Q4 2021, closing a stake of 2,692 shares — an estimated $358K sold.
Legacy Capital Partners first reported a position in IBM in Q2 2013 and held it in 34 quarters. The position peaked at $4.3M in Q3 2014. 2,351 funds tracked by Wall St. Rank hold IBM as of Q4 2021.
- Legacy Capital Partners reported no remaining IBM position as of Q4 2021 after selling out during the quarter.
- Legacy Capital Partners sold 2,692 IBM shares in Q4 2021, an estimated $358K.
- Legacy Capital Partners first reported a position in IBM in Q2 2013 and held it in 34 quarters.
- Legacy Capital Partners's IBM position peaked at $4.3M in Q3 2014.
- 2,351 funds tracked by Wall St. Rank held IBM as of Q4 2021.
Based on Legacy Capital Partners's 13F filing for Q4 2021, filed 27 Jan 2022.