MA
Marshwinds Advisory’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $2.48M | Sell |
21,792
-1,844
| -8% | -$210K | 1.33% | 27 |
|
|
2018
Q3 | $3.57M | Sell |
23,636
-353
| -1% | -$53.4K | 1.63% | 22 |
|
|
2018
Q2 | $3.35M | Buy |
23,989
+100
| +0.4% | +$14K | 1.59% | 25 |
|
|
2018
Q1 | $3.67M | Sell |
23,889
-45
| -0.2% | -$6.9K | 1.74% | 17 |
|
|
2017
Q4 | $3.67M | Sell |
23,934
-1,255
| -5% | -$193K | 1.7% | 19 |
|
|
2017
Q3 | $3.65M | Sell |
25,189
-15
| -0.1% | -$2.18K | 1.7% | 20 |
|
|
2017
Q2 | $3.88M | Sell |
25,204
-91
| -0.4% | -$14K | 1.83% | 16 |
|
|
2017
Q1 | $4.41M | Sell |
25,295
-291
| -1% | -$50.7K | 2.05% | 11 |
|
|
2016
Q4 | $4.25M | Buy |
25,586
+175
| +0.7% | +$29K | 2.02% | 10 |
|
|
2016
Q3 | $4.04M | Sell |
25,411
-50
| -0.2% | -$7.94K | 1.97% | 13 |
|
|
2016
Q2 | $3.86M | Buy |
25,461
+75
| +0.3% | +$11.4K | 1.88% | 13 |
|
|
2016
Q1 | $3.85M | Sell |
25,386
-119
| -0.5% | -$18K | 1.97% | 10 |
|
|
2015
Q4 | $3.51M | Sell |
25,505
-1,620
| -6% | -$223K | 1.83% | 15 |
|
|
2015
Q3 | $3.93M | Buy |
27,125
+336
| +1% | +$48.7K | 2.11% | 9 |
|
|
2015
Q2 | $4.36M | Sell |
26,789
-1,325
| -5% | -$216K | 2.19% | 8 |
|
|
2015
Q1 | $4.51M | Buy |
28,114
+5,647
| +25% | +$906K | 2.14% | 9 |
|
|
2014
Q4 | $3.61M | Sell |
22,467
-290
| -1% | -$46.5K | 1.7% | 15 |
|
|
2014
Q3 | $4.32M | Sell |
22,757
-384
| -2% | -$72.9K | 2.14% | 11 |
|
|
2014
Q2 | $4.2M | Hold |
23,141
| – | – | 2.02% | 13 |
|
|
2014
Q1 | $4.45M | Sell |
23,141
-50
| -0.2% | -$9.62K | 2.25% | 10 |
|
|
2013
Q4 | $4.35M | Buy |
23,191
+15,885
| +217% | +$2.98M | 2.3% | 9 |
|
|
2013
Q3 | $1.35M | Sell |
7,306
-100
| -1% | -$18.5K | 0.78% | 40 |
|
|
2013
Q2 | $1.42M | Buy |
+7,406
| New | +$1.42M | 0.84% | 39 |
|