PO
Private Ocean’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $220K | Sell |
1,275
-14
| -1% | -$2.42K | 0.02% | 145 |
|
|
2024
Q1 | $246K | Buy |
1,289
+4
| +0.3% | +$764 | 0.03% | 128 |
|
|
2023
Q4 | $210K | Buy |
1,285
+3
| +0.2% | +$491 | 0.02% | 140 |
|
|
2023
Q3 | $180K | Buy |
1,282
+5
| +0.4% | +$701 | 0.02% | 134 |
|
|
2023
Q2 | $171K | Sell |
1,277
-87
| -6% | -$11.6K | 0.02% | 144 |
|
|
2023
Q1 | $179K | Buy |
1,364
+22
| +2% | +$2.88K | 0.02% | 136 |
|
|
2022
Q4 | $189K | Buy |
1,342
+5
| +0.4% | +$704 | 0.02% | 122 |
|
|
2022
Q3 | $158K | Sell |
1,337
-496
| -27% | -$58.6K | 0.02% | 131 |
|
|
2022
Q2 | $258K | Buy |
1,833
+505
| +38% | +$71.1K | 0.04% | 107 |
|
|
2022
Q1 | $173K | Buy |
1,328
+5
| +0.4% | +$651 | 0.02% | 131 |
|
|
2021
Q4 | $177K | Sell |
1,323
-72
| -5% | -$9.63K | 0.02% | 139 |
|
|
2021
Q3 | $194K | Buy |
1,395
+4
| +0.3% | +$556 | 0.02% | 130 |
|
|
2021
Q2 | $204K | Sell |
1,391
-85
| -6% | -$12.5K | 0.03% | 117 |
|
|
2021
Q1 | $197K | Sell |
1,476
-153
| -9% | -$20.4K | 0.04% | 112 |
|
|
2020
Q4 | $205K | Sell |
1,629
-285
| -15% | -$35.9K | 0.04% | 102 |
|
|
2020
Q3 | $233K | Sell |
1,914
-112
| -6% | -$13.6K | 0.05% | 96 |
|
|
2020
Q2 | $244K | Buy |
2,026
+602
| +42% | +$72.5K | 0.06% | 85 |
|
|
2020
Q1 | $158K | Buy |
1,424
+610
| +75% | +$67.7K | 0.04% | 104 |
|
|
2019
Q4 | $110K | Sell |
814
-1,090
| -57% | -$147K | 0.03% | 150 |
|
|
2019
Q3 | $277K | Buy |
1,904
+188
| +11% | +$27.4K | 0.07% | 82 |
|
|
2019
Q2 | $236K | Buy |
1,716
+581
| +51% | +$79.9K | 0.06% | 81 |
|
|
2019
Q1 | $160K | Sell |
1,135
-756
| -40% | -$107K | 0.04% | 112 |
|
|
2018
Q4 | $215K | Sell |
1,891
-681
| -26% | -$77.4K | 0.06% | 94 |
|
|
2018
Q3 | $389K | Sell |
2,572
-74
| -3% | -$11.2K | 0.17% | 51 |
|
|
2018
Q2 | $370K | Hold |
2,646
| – | – | 0.17% | 53 |
|
|
2018
Q1 | $405K | Buy |
2,646
+648
| +32% | +$99.2K | 0.19% | 51 |
|
|
2017
Q4 | $307K | Buy |
1,998
+490
| +32% | +$75.3K | 0.17% | 41 |
|
|
2017
Q3 | $219K | Hold |
1,508
| – | – | 0.13% | 42 |
|
|
2017
Q2 | $232K | Sell |
1,508
-316
| -17% | -$48.6K | 0.15% | 39 |
|
|
2017
Q1 | $318K | Hold |
1,824
| – | – | 0.21% | 33 |
|
|
2016
Q4 | $303K | Sell |
1,824
-671
| -27% | -$111K | 0.21% | 37 |
|
|
2016
Q3 | $396K | Buy |
2,495
+616
| +33% | +$97.8K | 0.26% | 34 |
|
|
2016
Q2 | $285K | Hold |
1,879
| – | – | 0.2% | 34 |
|
|
2016
Q1 | $285K | Hold |
1,879
| – | – | 0.21% | 33 |
|
|
2015
Q4 | $259K | Sell |
1,879
-200
| -10% | -$27.6K | 0.19% | 35 |
|
|
2015
Q3 | $301K | Buy |
2,079
+100
| +5% | +$14.5K | 0.22% | 31 |
|
|
2015
Q2 | $322K | Hold |
1,979
| – | – | 0.24% | 32 |
|
|
2015
Q1 | $318K | Sell |
1,979
-950
| -32% | -$153K | 0.23% | 32 |
|
|
2014
Q4 | $470K | Buy |
2,929
+728
| +33% | +$117K | 0.35% | 31 |
|
|
2014
Q3 | $418K | Sell |
2,201
-31
| -1% | -$5.89K | 0.31% | 32 |
|
|
2014
Q2 | $405K | Sell |
2,232
-900
| -29% | -$163K | 0.3% | 33 |
|
|
2014
Q1 | $603K | Buy |
3,132
+800
| +34% | +$154K | 0.45% | 29 |
|
|
2013
Q4 | $437K | Buy |
+2,332
| New | +$437K | 0.35% | 30 |
|