Palisades Hudson Asset Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
|
|||||
2018
Q3 | $267K | Hold |
|
|||||
2018
Q2 | $247K | Sell |
|
|||||
2018
Q1 | $272K | Hold |
|
|||||
2017
Q4 | $272K | Hold |
|
|||||
2017
Q3 | $257K | Hold |
|
|||||
2017
Q2 | $272K | Hold |
|
|||||
2017
Q1 | $308K | Hold |
|
|||||
2016
Q4 | $294K | Sell |
|
|||||
2016
Q3 | $288K | Hold |
|
|||||
2016
Q2 | $275K | Hold |
|
|||||
2016
Q1 | $275K | Hold |
|
|||||
2015
Q4 | $250K | Hold |
|
|||||
2015
Q3 | $263K | Sell |
|
|||||
2015
Q2 | $324K | Sell |
|
|||||
2015
Q1 | $486K | Hold |
|
|||||
2014
Q4 | $486K | Hold |
|
|||||
2014
Q3 | $575K | Hold |
|
|||||
2014
Q2 | $549K | Hold |
|
|||||
2014
Q1 | $583K | Hold |
|
|||||
2013
Q4 | $569K | Hold |
|
|||||
2013
Q3 | $561K | Hold |
|
|||||
2013
Q2 | $579K | Buy |
|