Norwood Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $681K | Buy |
3,566
+240
| +7% | +$45.8K | 0.98% | 22 |
|
|
2023
Q4 | $544K | Sell |
3,326
-524
| -14% | -$85.7K | 0.82% | 27 |
|
|
2023
Q3 | $540K | Hold |
3,850
| – | – | 0.87% | 28 |
|
|
2023
Q2 | $515K | Sell |
3,850
-66
| -2% | -$8.83K | 0.77% | 32 |
|
|
2023
Q1 | $513K | Hold |
3,916
| – | – | 0.81% | 31 |
|
|
2022
Q4 | $552K | Sell |
3,916
-30
| -0.8% | -$4.23K | 0.87% | 29 |
|
|
2022
Q3 | $469K | Buy |
3,946
+150
| +4% | +$17.8K | 0.83% | 29 |
|
|
2022
Q2 | $536K | Sell |
3,796
-10
| -0.3% | -$1.41K | 0.91% | 28 |
|
|
2022
Q1 | $495K | Sell |
3,806
-110
| -3% | -$14.3K | 0.72% | 36 |
|
|
2021
Q4 | $524K | Buy |
+3,916
| New | +$524K | 0.73% | 38 |
|