Pratt Collard Advisory Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.07M | Buy |
7,661
+738
| +11% | +$103K | 0.72% | 44 |
|
|
2021
Q1 | $882K | Buy |
6,923
+512
| +8% | +$65.2K | 0.63% | 47 |
|
|
2020
Q4 | $772K | Buy |
6,411
+534
| +9% | +$64.3K | 0.56% | 52 |
|
|
2020
Q3 | $684K | Sell |
5,877
-1,036
| -15% | -$121K | 0.56% | 49 |
|
|
2020
Q2 | $798K | Sell |
6,913
-182
| -3% | -$21K | 0.72% | 46 |
|
|
2020
Q1 | $752K | Sell |
7,095
-340
| -5% | -$36K | 0.76% | 42 |
|
|
2019
Q4 | $953K | Sell |
7,435
-402
| -5% | -$51.5K | 0.73% | 43 |
|
|
2019
Q3 | $1.09M | Sell |
7,837
-10
| -0.1% | -$1.39K | 0.86% | 35 |
|
|
2019
Q2 | $1.04M | Sell |
7,847
-345
| -4% | -$45.5K | 0.82% | 36 |
|
|
2019
Q1 | $1.11M | Sell |
8,192
-821
| -9% | -$111K | 0.88% | 36 |
|
|
2018
Q4 | $979K | Sell |
9,013
-12
| -0.1% | -$1.3K | 0.89% | 36 |
|
|
2018
Q3 | $1.31M | Buy |
9,025
+256
| +3% | +$37K | 1.04% | 32 |
|
|
2018
Q2 | $1.17M | Buy |
8,769
+356
| +4% | +$47.5K | 1.01% | 33 |
|
|
2018
Q1 | $1.23M | Buy |
8,413
+1,538
| +22% | +$226K | 1.08% | 29 |
|
|
2017
Q4 | $1.01M | Buy |
+6,875
| New | +$1.01M | 0.83% | 40 |
|