New Potomac Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $549K | Hold |
2,485
| – | – | 0.28% | 65 |
|
|
2024
Q2 | $430K | Hold |
2,485
| – | – | 0.24% | 71 |
|
|
2024
Q1 | $475K | Hold |
2,485
| – | – | 0.26% | 69 |
|
|
2023
Q4 | $406K | Buy |
+2,485
| New | +$406K | 0.24% | 72 |
|
|
2020
Q4 | – | Sell |
-889
| Closed | -$103K | – | 88 |
|
|
2020
Q3 | $103K | Hold |
889
| – | – | 0.08% | 75 |
|
|
2020
Q2 | $103K | Hold |
889
| – | – | 0.09% | 77 |
|
|
2020
Q1 | $94K | Sell |
889
-105
| -11% | -$11.1K | 0.1% | 73 |
|
|
2019
Q4 | $127K | Hold |
994
| – | – | 0.12% | 75 |
|
|
2019
Q3 | $138K | Hold |
994
| – | – | 0.14% | 71 |
|
|
2019
Q2 | $131K | Sell |
994
-209
| -17% | -$27.5K | 0.13% | 72 |
|
|
2019
Q1 | $162K | Hold |
1,203
| – | – | 0.16% | 69 |
|
|
2018
Q4 | $131K | Hold |
1,203
| – | – | 0.14% | 72 |
|
|
2018
Q3 | $174K | Sell |
1,203
-19
| -2% | -$2.75K | 0.16% | 63 |
|
|
2018
Q2 | $163K | Hold |
1,222
| – | – | 0.16% | 64 |
|
|
2018
Q1 | $179K | Sell |
1,222
-6
| -0.5% | -$879 | 0.18% | 62 |
|
|
2017
Q4 | $180K | Buy |
+1,228
| New | +$180K | 0.17% | 65 |
|