Personal Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.59M | Sell |
11,286
-710
| -6% | -$100K | 0.01% | 220 |
|
|
2022
Q3 | $1.43M | Buy |
11,996
+685
| +6% | +$81.4K | 0.01% | 222 |
|
|
2022
Q2 | $1.6M | Sell |
11,311
-73
| -0.6% | -$10.3K | 0.01% | 217 |
|
|
2022
Q1 | $1.48M | Sell |
11,384
-3,059
| -21% | -$398K | 0.01% | 229 |
|
|
2021
Q4 | $1.93M | Sell |
14,443
-2,393
| -14% | -$320K | 0.01% | 230 |
|
|
2021
Q3 | $2.24M | Buy |
16,836
+491
| +3% | +$65.2K | 0.01% | 220 |
|
|
2021
Q2 | $2.29M | Sell |
16,345
-2,271
| -12% | -$318K | 0.01% | 220 |
|
|
2021
Q1 | $2.37M | Buy |
18,616
+1,820
| +11% | +$232K | 0.01% | 222 |
|
|
2020
Q4 | $2.02M | Buy |
16,796
+2,629
| +19% | +$316K | 0.01% | 226 |
|
|
2020
Q3 | $1.65M | Buy |
14,167
+1,370
| +11% | +$159K | 0.01% | 235 |
|
|
2020
Q2 | $1.48M | Sell |
12,797
-1,847
| -13% | -$213K | 0.01% | 218 |
|
|
2020
Q1 | $1.41M | Buy |
14,644
+1,982
| +16% | +$191K | 0.01% | 218 |
|
|
2019
Q4 | $1.62M | Sell |
12,662
-1,839
| -13% | -$236K | 0.01% | 217 |
|
|
2019
Q3 | $2.02M | Buy |
14,501
+429
| +3% | +$59.6K | 0.02% | 193 |
|
|
2019
Q2 | $1.86M | Buy |
14,072
+943
| +7% | +$124K | 0.02% | 192 |
|
|
2019
Q1 | $1.77M | Sell |
13,129
-11,500
| -47% | -$1.55M | 0.02% | 185 |
|
|
2018
Q4 | $2.68M | Buy |
24,629
+4,496
| +22% | +$489K | 0.04% | 152 |
|
|
2018
Q3 | $2.91M | Buy |
20,133
+8,139
| +68% | +$1.18M | 0.04% | 152 |
|
|
2018
Q2 | $1.6M | Buy |
11,994
+2,557
| +27% | +$342K | 0.02% | 165 |
|
|
2018
Q1 | $1.38M | Sell |
9,437
-62,656
| -87% | -$9.19M | 0.02% | 169 |
|
|
2017
Q4 | $10.6M | Buy |
72,093
+19,019
| +36% | +$2.79M | 0.18% | 108 |
|
|
2017
Q3 | $7.36M | Buy |
53,074
+23,482
| +79% | +$3.26M | 0.14% | 111 |
|
|
2017
Q2 | $4.35M | Buy |
29,592
+23,148
| +359% | +$3.4M | 0.1% | 124 |
|
|
2017
Q1 | $1.07M | Buy |
6,444
+3,815
| +145% | +$635K | 0.03% | 141 |
|
|
2016
Q4 | $417K | Sell |
2,629
-83
| -3% | -$13.2K | 0.01% | 149 |
|
|
2016
Q3 | $410K | Buy |
2,712
+137
| +5% | +$20.7K | 0.01% | 144 |
|
|
2016
Q2 | $374K | Sell |
2,575
-320
| -11% | -$46.5K | 0.01% | 147 |
|
|
2016
Q1 | $419K | Sell |
2,895
-668
| -19% | -$96.7K | 0.02% | 137 |
|
|
2015
Q4 | $469K | Buy |
3,563
+363
| +11% | +$47.8K | 0.03% | 136 |
|
|
2015
Q3 | $443K | Sell |
3,200
-214
| -6% | -$29.6K | 0.03% | 130 |
|
|
2015
Q2 | $531K | Buy |
3,414
+1,399
| +69% | +$218K | 0.04% | 127 |
|
|
2015
Q1 | $309K | Sell |
2,015
-37
| -2% | -$5.67K | 0.03% | 129 |
|
|
2014
Q4 | $315K | Buy |
2,052
+580
| +39% | +$89K | 0.03% | 130 |
|
|
2014
Q3 | $267K | Buy |
+1,472
| New | +$267K | 0.03% | 131 |
|