Private Portfolio Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $1.21M | Sell |
5,498
-239
| -4% | -$52.5K | 0.22% | 80 |
|
2024
Q3 | $1.27M | Buy |
+5,737
| New | +$1.27M | 0.24% | 71 |
|
2024
Q2 | – | Sell |
-5,465
| Closed | -$1.04M | – | 151 |
|
2024
Q1 | $1.04M | Buy |
5,465
+23
| +0.4% | +$4.39K | 0.22% | 87 |
|
2023
Q4 | $890K | Sell |
5,442
-3
| -0.1% | -$491 | 0.2% | 91 |
|
2023
Q3 | $764K | Buy |
5,445
+225
| +4% | +$31.6K | 0.2% | 88 |
|
2023
Q2 | $698K | Sell |
5,220
-282
| -5% | -$37.7K | 0.18% | 91 |
|
2023
Q1 | $721K | Buy |
5,502
+442
| +9% | +$57.9K | 0.2% | 86 |
|
2022
Q4 | $713K | Sell |
5,060
-249
| -5% | -$35.1K | 0.19% | 101 |
|
2022
Q3 | $631K | Buy |
5,309
+139
| +3% | +$16.5K | 0.18% | 107 |
|
2022
Q2 | $730K | Buy |
5,170
+11
| +0.2% | +$1.55K | 0.2% | 97 |
|
2022
Q1 | $671K | Buy |
5,159
+1,839
| +55% | +$239K | 0.17% | 122 |
|
2021
Q4 | $444K | Sell |
3,320
-465
| -12% | -$62.2K | 0.11% | 163 |
|
2021
Q3 | $503K | Buy |
3,785
+666
| +21% | +$88.5K | 0.14% | 140 |
|
2021
Q2 | $437K | Buy |
3,119
+9
| +0.3% | +$1.26K | 0.13% | 155 |
|
2021
Q1 | $396K | Buy |
3,110
+130
| +4% | +$16.6K | 0.13% | 153 |
|
2020
Q4 | $359K | Buy |
2,980
+56
| +2% | +$6.74K | 0.13% | 148 |
|
2020
Q3 | $340K | Buy |
2,924
+811
| +38% | +$94.3K | 0.14% | 147 |
|
2020
Q2 | $244K | Sell |
2,113
-57
| -3% | -$6.58K | 0.11% | 161 |
|
2020
Q1 | $230K | Sell |
2,170
-135
| -6% | -$14.3K | 0.12% | 159 |
|
2019
Q4 | $296K | Sell |
2,305
-75
| -3% | -$9.63K | 0.13% | 150 |
|
2019
Q3 | $331K | Sell |
2,380
-123
| -5% | -$17.1K | 0.16% | 136 |
|
2019
Q2 | $330K | Buy |
2,503
+99
| +4% | +$13.1K | 0.14% | 155 |
|
2019
Q1 | $324K | Hold |
2,404
| – | – | 0.17% | 137 |
|
2018
Q4 | $261K | Buy |
+2,404
| New | +$261K | 0.16% | 140 |
|