PacWest Financial Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $5.52M | Sell |
3,478
-31
| -0.9% | -$49.2K | 0.33% | 69 |
|
|
2016
Q3 | $533K | Buy |
3,509
+219
| +7% | +$33.3K | 0.33% | 69 |
|
|
2016
Q2 | $477K | Sell |
3,290
-2,286
| -41% | -$331K | 0.3% | 71 |
|
|
2016
Q1 | $807K | Sell |
5,576
-9,040
| -62% | -$1.31M | 0.52% | 66 |
|
|
2015
Q4 | $1.92M | Buy |
14,616
+94
| +0.6% | +$12.4K | 1.29% | 31 |
|
|
2015
Q3 | $2.01M | Buy |
14,522
+42
| +0.3% | +$5.82K | 1.49% | 21 |
|
|
2015
Q2 | $2.25M | Sell |
14,480
-47
| -0.3% | -$7.31K | 1.59% | 16 |
|
|
2015
Q1 | $2.23M | Sell |
14,527
-5,511
| -28% | -$846K | 1.57% | 17 |
|
|
2014
Q4 | $3.07M | Buy |
20,038
+31
| +0.2% | +$4.76K | 2.18% | 8 |
|
|
2014
Q3 | $3.63M | Sell |
20,007
-418
| -2% | -$75.9K | 2.7% | 5 |
|
|
2014
Q2 | $3.54M | Buy |
20,425
+1,794
| +10% | +$311K | 2.63% | 4 |
|
|
2014
Q1 | $3.43M | Buy |
18,631
+423
| +2% | +$77.9K | 2.66% | 4 |
|
|
2013
Q4 | $3.27K | Sell |
18,208
-332
| -2% | -$60 | 0.98% | 8 |
|
|
2013
Q3 | $3.28M | Buy |
18,540
+15
| +0.1% | +$2.66K | 2.83% | 6 |
|
|
2013
Q2 | $2.27M | Buy |
+18,525
| New | +$2.27M | 2.16% | 8 |
|