Muhlenkamp & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-5,324
| Closed | -$817K | – | 68 |
|
|
2014
Q4 | $817K | Sell |
5,324
-84
| -2% | -$12.9K | 0.16% | 46 |
|
|
2014
Q3 | $981K | Hold |
5,408
| – | – | 0.18% | 49 |
|
|
2014
Q2 | $937K | Sell |
5,408
-450
| -8% | -$78K | 0.17% | 50 |
|
|
2014
Q1 | $1.08M | Sell |
5,858
-470
| -7% | -$86.5K | 0.19% | 49 |
|
|
2013
Q4 | $1.14M | Buy |
6,328
+1,292
| +26% | +$232K | 0.2% | 49 |
|
|
2013
Q3 | $892K | Sell |
5,036
-225
| -4% | -$39.9K | 0.18% | 48 |
|
|
2013
Q2 | $961K | Buy |
+5,261
| New | +$961K | 0.2% | 50 |
|