Madison Investment Holdings’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 |
-1,448
| Closed | -$241K | – | 257 |
|
|
2017
Q1 | $241K | Sell |
1,448
-30
| -2% | -$4.99K | ﹤0.01% | 243 |
|
|
2016
Q4 | $235K | Sell |
1,478
-84
| -5% | -$13.4K | ﹤0.01% | 243 |
|
|
2016
Q3 | $237K | Hold |
1,562
| – | – | ﹤0.01% | 236 |
|
|
2016
Q2 | $227K | Buy |
+1,562
| New | +$227K | ﹤0.01% | 238 |
|
|
2015
Q4 | – | Sell |
-1,608
| Closed | -$223K | – | 235 |
|
|
2015
Q3 | $223K | Sell |
1,608
-1,582
| -50% | -$219K | ﹤0.01% | 223 |
|
|
2015
Q2 | $496K | Sell |
3,190
-331
| -9% | -$51.5K | 0.01% | 205 |
|
|
2015
Q1 | $540K | Sell |
3,521
-2,092
| -37% | -$321K | 0.01% | 200 |
|
|
2014
Q4 | $861K | Sell |
5,613
-676
| -11% | -$104K | 0.02% | 167 |
|
|
2014
Q3 | $1.14M | Hold |
6,289
| – | – | 0.03% | 167 |
|
|
2014
Q2 | $1.09M | Sell |
6,289
-33,240
| -84% | -$5.76M | 0.02% | 175 |
|
|
2014
Q1 | $7.27M | Sell |
39,529
-16,076
| -29% | -$2.96M | 0.14% | 134 |
|
|
2013
Q4 | $9.97M | Sell |
55,605
-67,232
| -55% | -$12.1M | 0.19% | 125 |
|
|
2013
Q3 | $21.7M | Buy |
122,837
+7,383
| +6% | +$1.31M | 0.46% | 89 |
|
|
2013
Q2 | $21.1M | Buy |
+115,454
| New | +$21.1M | 0.46% | 91 |
|