NCM
Neumann Capital Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,286
| Closed | -$222K | – | 102 |
|
|
2024
Q2 | $222K | Hold |
1,286
| – | – | 0.08% | 94 |
|
|
2024
Q1 | $246K | Buy |
+1,286
| New | +$246K | 0.09% | 93 |
|
|
2019
Q2 | – | Sell |
-2,200
| Closed | -$310K | – | 74 |
|
|
2019
Q1 | $310K | Sell |
2,200
-250
| -10% | -$35.2K | 0.2% | 66 |
|
|
2018
Q4 | $279K | Sell |
2,450
-300
| -11% | -$34.2K | 0.21% | 64 |
|
|
2018
Q3 | $416K | Sell |
2,750
-200
| -7% | -$30.3K | 0.24% | 62 |
|
|
2018
Q2 | $412K | Sell |
2,950
-1,591
| -35% | -$222K | 0.26% | 61 |
|
|
2018
Q1 | $697K | Hold |
4,541
| – | – | 0.44% | 53 |
|
|
2017
Q4 | $697K | Sell |
4,541
-709
| -14% | -$109K | 0.43% | 54 |
|
|
2017
Q3 | $762K | Sell |
5,250
-4,385
| -46% | -$636K | 0.47% | 54 |
|
|
2017
Q2 | $1.48M | Sell |
9,635
-800
| -8% | -$123K | 0.95% | 35 |
|
|
2017
Q1 | $1.82M | Sell |
10,435
-1,400
| -12% | -$244K | 1.18% | 30 |
|
|
2016
Q4 | $1.96M | Sell |
11,835
-75
| -0.6% | -$12.4K | 1.27% | 30 |
|
|
2016
Q3 | $1.89M | Sell |
11,910
-200
| -2% | -$31.8K | 1.26% | 25 |
|
|
2016
Q2 | $1.84M | Sell |
12,110
-200
| -2% | -$30.4K | 1.22% | 26 |
|
|
2016
Q1 | $1.86M | Sell |
12,310
-150
| -1% | -$22.7K | 1.23% | 26 |
|
|
2015
Q4 | $1.72M | Sell |
12,460
-1,120
| -8% | -$154K | 1.19% | 31 |
|
|
2015
Q3 | $1.97M | Hold |
13,580
| – | – | 1.39% | 25 |
|
|
2015
Q2 | $2.21M | Hold |
13,580
| – | – | 1.41% | 22 |
|
|
2015
Q1 | $2.18M | Buy |
13,580
+349
| +3% | +$56K | 1.39% | 22 |
|
|
2014
Q4 | $2.12M | Buy |
+13,231
| New | +$2.12M | 1.38% | 24 |
|