RE Dickinson Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $684K | Buy |
311
+3
| +1% | +$6.6K | 0.04% | 78 |
|
|
2024
Q3 | $68.1K | Sell |
308
-33
| -10% | -$7.3K | 0.04% | 80 |
|
|
2024
Q2 | $59K | Hold |
341
| – | – | 0.04% | 82 |
|
|
2024
Q1 | $65K | Hold |
341
| – | – | 0.04% | 73 |
|
|
2023
Q4 | $56K | Sell |
341
-33
| -9% | -$5.42K | 0.04% | 77 |
|
|
2023
Q3 | $52K | Hold |
374
| – | – | 0.04% | 80 |
|
|
2023
Q2 | $50K | Hold |
374
| – | – | 0.02% | 155 |
|
|
2023
Q1 | $49K | Buy |
374
+59
| +19% | +$7.73K | 0.02% | 157 |
|
|
2022
Q4 | $44K | Hold |
315
| – | – | 0.02% | 150 |
|
|
2022
Q3 | $37K | Hold |
315
| – | – | 0.03% | 83 |
|
|
2022
Q2 | $44 | Hold |
315
| – | – | 0.01% | 81 |
|
|
2022
Q1 | $41K | Buy |
315
+40
| +15% | +$5.21K | 0.03% | 98 |
|
|
2021
Q4 | $37K | Buy |
+275
| New | +$37K | 0.03% | 102 |
|