Private Vista’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $525K | Buy |
4,554
+631
| +16% | +$72.7K | 0.25% | 61 |
|
|
2020
Q1 | $416K | Buy |
3,923
+164
| +4% | +$17.4K | 0.16% | 82 |
|
|
2019
Q4 | $480K | Sell |
3,759
-1,433
| -28% | -$183K | 0.13% | 78 |
|
|
2019
Q3 | $722K | Sell |
5,192
-698
| -12% | -$97.1K | 0.19% | 57 |
|
|
2019
Q2 | $777K | Sell |
5,890
-365
| -6% | -$48.2K | 0.19% | 61 |
|
|
2019
Q1 | $845K | Sell |
6,255
-118
| -2% | -$15.9K | 0.21% | 64 |
|
|
2018
Q4 | $693K | Sell |
6,373
-640
| -9% | -$69.6K | 0.16% | 69 |
|
|
2018
Q3 | $1.01M | Buy |
7,013
+31
| +0.4% | +$4.48K | 0.21% | 58 |
|
|
2018
Q2 | $932K | Buy |
6,982
+28
| +0.4% | +$3.74K | 0.22% | 58 |
|
|
2018
Q1 | $1.02M | Sell |
6,954
-603
| -8% | -$88.4K | 0.3% | 42 |
|
|
2017
Q4 | $1.11M | Sell |
7,557
-1,032
| -12% | -$151K | 0.33% | 25 |
|
|
2017
Q3 | $1.19M | Buy |
8,589
+1,653
| +24% | +$229K | 0.26% | 42 |
|
|
2017
Q2 | $981K | Buy |
6,936
+270
| +4% | +$38.2K | 0.24% | 36 |
|
|
2017
Q1 | $1.02M | Hold |
6,666
| – | – | 0.25% | 35 |
|
|
2016
Q4 | $1.12M | Hold |
6,666
| – | – | 0.33% | 26 |
|
|
2016
Q3 | $969K | Hold |
6,666
| – | – | 0.25% | 36 |
|
|
2016
Q2 | $985K | Hold |
6,666
| – | – | 0.33% | 19 |
|
|
2016
Q1 | $919K | Sell |
6,666
-102
| -2% | -$14.1K | 0.33% | 15 |
|
|
2015
Q4 | $788K | Buy |
+6,768
| New | +$788K | 0.36% | 19 |
|