NAM
Needelman Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-12,561
| Closed | -$1.76M | – | 16 |
|
|
2018
Q2 | $1.76M | Buy |
12,561
+75
| +0.6% | +$10.5K | 3.82% | 4 |
|
|
2018
Q1 | $1.92M | Buy |
12,486
+10,740
| +615% | +$1.65M | 4.13% | 3 |
|
|
2017
Q4 | $268K | Hold |
1,746
| – | – | 0.67% | 36 |
|
|
2017
Q3 | $253K | Hold |
1,746
| – | – | 0.62% | 38 |
|
|
2017
Q2 | $269K | Hold |
1,746
| – | – | 0.69% | 37 |
|
|
2017
Q1 | $304K | Hold |
1,746
| – | – | 0.81% | 37 |
|
|
2016
Q4 | $290K | Hold |
1,746
| – | – | 0.8% | 37 |
|
|
2016
Q3 | $277K | Sell |
1,746
-425
| -20% | -$67.4K | 0.83% | 36 |
|
|
2016
Q2 | $330K | Sell |
2,171
-60
| -3% | -$9.12K | 0.94% | 36 |
|
|
2016
Q1 | $338K | Hold |
2,231
| – | – | 0.99% | 36 |
|
|
2015
Q4 | $307K | Sell |
2,231
-10
| -0.4% | -$1.38K | 0.93% | 35 |
|
|
2015
Q3 | $325K | Hold |
2,241
| – | – | 1.07% | 35 |
|
|
2015
Q2 | $365K | Sell |
2,241
-40
| -2% | -$6.52K | 1.15% | 35 |
|
|
2015
Q1 | $366K | Sell |
2,281
-15
| -0.7% | -$2.41K | 1.11% | 35 |
|
|
2014
Q4 | $368K | Hold |
2,296
| – | – | 1.13% | 35 |
|
|
2014
Q3 | $436K | Sell |
2,296
-150
| -6% | -$28.5K | 1.4% | 34 |
|
|
2014
Q2 | $443K | Hold |
2,446
| – | – | 1.4% | 34 |
|
|
2014
Q1 | $471K | Sell |
2,446
-50
| -2% | -$9.63K | 1.53% | 33 |
|
|
2013
Q4 | $468K | Sell |
2,496
-740
| -23% | -$139K | 1.54% | 33 |
|
|
2013
Q3 | $599K | Hold |
3,236
| – | – | 2.15% | 30 |
|
|
2013
Q2 | $618K | Buy |
+3,236
| New | +$618K | 2.26% | 31 |
|