Patriot Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-44,389
| Closed | -$6.51M | – | 84 |
|
|
2018
Q1 | $6.51M | Buy |
44,389
+1,003
| +2% | +$147K | 0.93% | 40 |
|
|
2017
Q4 | $6.36M | Buy |
+43,386
| New | +$6.36M | 0.9% | 43 |
|
|
2015
Q2 | – | Sell |
-16,349
| Closed | -$2.51M | – | 65 |
|
|
2015
Q1 | $2.51M | Buy |
16,349
+371
| +2% | +$56.9K | 0.56% | 53 |
|
|
2014
Q4 | $2.45M | Sell |
15,978
-711
| -4% | -$109K | 0.57% | 52 |
|
|
2014
Q3 | $3.03M | Buy |
16,689
+1,765
| +12% | +$320K | 0.75% | 51 |
|
|
2014
Q2 | $2.59M | Buy |
14,924
+184
| +1% | +$31.9K | 0.65% | 51 |
|
|
2014
Q1 | $2.71M | Buy |
14,740
+280
| +2% | +$51.5K | 0.72% | 47 |
|
|
2013
Q4 | $2.59M | Sell |
14,460
-72
| -0.5% | -$12.9K | 0.72% | 48 |
|
|
2013
Q3 | $2.57M | Buy |
+14,532
| New | +$2.57M | 0.76% | 50 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 47 |
|