Lourd Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $6.11M | Sell |
46,368
-971
| -2% | -$128K | 0.57% | 11 |
|
|
2019
Q1 | $6.39M | Sell |
47,339
-1,748
| -4% | -$236K | 0.63% | 10 |
|
|
2018
Q4 | $5.33M | Sell |
49,087
-113
| -0.2% | -$12.3K | 0.41% | 14 |
|
|
2018
Q3 | $7.11M | Sell |
49,200
-876
| -2% | -$127K | 0.46% | 14 |
|
|
2018
Q2 | $6.69M | Sell |
50,076
-323
| -0.6% | -$43.1K | 0.94% | 12 |
|
|
2018
Q1 | $7.39M | Sell |
50,399
-554
| -1% | -$81.3K | 0.99% | 11 |
|
|
2017
Q4 | $7.47M | Buy |
50,953
+1,794
| +4% | +$263K | 0.49% | 13 |
|
|
2017
Q3 | $6.82M | Sell |
49,159
-332
| -0.7% | -$46K | 0.61% | 10 |
|
|
2017
Q2 | $7.28M | Sell |
49,491
-520
| -1% | -$76.5K | 0.69% | 10 |
|
|
2017
Q1 | $8.33M | Buy |
50,011
+131
| +0.3% | +$21.8K | 0.8% | 9 |
|
|
2016
Q4 | $7.92M | Sell |
49,880
-436
| -0.9% | -$69.2K | 0.78% | 10 |
|
|
2016
Q3 | $7.64M | Buy |
50,316
+332
| +0.7% | +$50.4K | 0.84% | 9 |
|
|
2016
Q2 | $7.25M | Sell |
49,984
-73
| -0.1% | -$10.6K | 2.04% | 9 |
|
|
2016
Q1 | $7.25M | Sell |
50,057
-3,492
| -7% | -$506K | 0.8% | 9 |
|
|
2015
Q4 | $7.05M | Buy |
53,549
+380
| +0.7% | +$50K | 0.74% | 12 |
|
|
2015
Q3 | $7.37M | Buy |
53,169
+68
| +0.1% | +$9.43K | 0.8% | 12 |
|
|
2015
Q2 | $8.26M | Buy |
53,101
+129
| +0.2% | +$20.1K | 0.84% | 11 |
|
|
2015
Q1 | $8.13M | Buy |
52,972
+5
| +0% | +$767 | 0.79% | 11 |
|
|
2014
Q4 | $8.12M | Sell |
52,967
-46
| -0.1% | -$7.06K | 0.77% | 12 |
|
|
2014
Q3 | $9.62M | Sell |
53,013
-290
| -0.5% | -$52.6K | 0.98% | 11 |
|
|
2014
Q2 | $9.24M | Buy |
53,303
+602
| +1% | +$104K | 0.98% | 12 |
|
|
2014
Q1 | $9.7M | Sell |
52,701
-418
| -0.8% | -$76.9K | 1.06% | 11 |
|
|
2013
Q4 | $9.53M | Hold |
53,119
| – | – | 1.06% | 11 |
|
|
2013
Q3 | $9.4M | Sell |
53,119
-185
| -0.3% | -$32.8K | 1.11% | 10 |
|
|
2013
Q2 | $9.74M | Buy |
+53,304
| New | +$9.74M | 1.16% | 10 |
|