Partners Capital Investment Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,637
| Closed | -$431K | – | 190 |
|
|
2023
Q4 | $431K | Buy |
2,637
+784
| +42% | +$128K | 0.01% | 184 |
|
|
2023
Q3 | $260K | Buy |
+1,853
| New | +$260K | 0.01% | 209 |
|
|
2017
Q2 | – | Sell |
-5,576
| Closed | -$928K | – | 60 |
|
|
2017
Q1 | $928K | Hold |
5,576
| – | – | 0.19% | 29 |
|
|
2016
Q4 | $885K | Sell |
5,576
-1,299
| -19% | -$206K | 0.2% | 34 |
|
|
2016
Q3 | $1.04M | Sell |
6,875
-803
| -10% | -$122K | 0.26% | 34 |
|
|
2016
Q2 | $1.11M | Hold |
7,678
| – | – | 0.31% | 29 |
|
|
2016
Q1 | $1.11M | Buy |
7,678
+1,135
| +17% | +$164K | 0.32% | 27 |
|
|
2015
Q4 | $861K | Buy |
+6,543
| New | +$861K | 0.29% | 29 |
|