Piershale Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $141K | Hold |
1,050
| – | – | 0.09% | 20 |
|
|
2023
Q1 | $138K | Hold |
1,050
| – | – | 0.11% | 15 |
|
|
2022
Q4 | $148K | Buy |
+1,050
| New | +$148K | 0.12% | 15 |
|
|
2019
Q2 | – | Sell |
-1,674
| Closed | -$226K | – | 19 |
|
|
2019
Q1 | $226K | Buy |
+1,674
| New | +$226K | 0.14% | 18 |
|
|
2018
Q4 | – | Sell |
-1,674
| Closed | -$242K | – | 26 |
|
|
2018
Q3 | $242K | Hold |
1,674
| – | – | 0.12% | 18 |
|
|
2018
Q2 | $224K | Hold |
1,674
| – | – | 0.12% | 21 |
|
|
2018
Q1 | $240K | Hold |
1,674
| – | – | 0.13% | 19 |
|
|
2017
Q4 | $245K | Hold |
1,674
| – | – | 0.13% | 18 |
|
|
2017
Q3 | $232K | Hold |
1,674
| – | – | 0.13% | 22 |
|
|
2017
Q2 | $279K | Hold |
1,674
| – | – | 0.18% | 19 |
|
|
2017
Q1 | $279K | Hold |
1,674
| – | – | 0.18% | 19 |
|
|
2016
Q4 | $266K | Hold |
1,674
| – | – | 0.16% | 21 |
|
|
2016
Q3 | $254K | Hold |
1,674
| – | – | 0.19% | 15 |
|
|
2016
Q2 | $243K | Hold |
1,674
| – | – | 0.18% | 14 |
|
|
2016
Q1 | $242K | Hold |
1,674
| – | – | 0.14% | 11 |
|
|
2015
Q4 | $220K | Buy |
1,674
+628
| +60% | +$82.5K | 0.13% | 15 |
|
|
2015
Q3 | $145K | Hold |
1,046
| – | – | 0.11% | 16 |
|
|
2015
Q2 | $163K | Hold |
1,046
| – | – | 0.12% | 20 |
|
|
2015
Q1 | $161K | Hold |
1,046
| – | – | 0.13% | 18 |
|
|
2014
Q4 | $160K | Hold |
1,046
| – | – | 0.1% | 30 |
|
|
2014
Q3 | $190K | Hold |
1,046
| – | – | 0.15% | 31 |
|
|
2014
Q2 | $181K | Hold |
1,046
| – | – | 0.15% | 31 |
|
|
2014
Q1 | $192K | Hold |
1,046
| – | – | 0.22% | 31 |
|
|
2013
Q4 | $188K | Hold |
1,046
| – | – | 0.27% | 22 |
|
|
2013
Q3 | $185K | Buy |
1,046
+101
| +11% | +$17.9K | 0.17% | 26 |
|
|
2013
Q2 | $57K | Buy |
+945
| New | +$57K | 0.11% | 31 |
|