Reilly Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $61K | Sell |
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|
2021
Q3 | $194K | Sell |
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|
2021
Q2 | $229K | Sell |
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|
2021
Q1 | $237K | Buy |
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|
2020
Q4 | $182K | Sell |
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|
2020
Q3 | $190K | Sell |
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|
2020
Q2 | $366K | Sell |
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|
2020
Q1 | $358K | Buy |
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|
2019
Q4 | $390K | Sell |
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|
2019
Q3 | $12.1M | Buy |
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|
2019
Q2 | $11.3M | Buy |
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|
2019
Q1 | $11.4M | Buy |
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|
2018
Q4 | $9.13M | Buy |
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|
2018
Q3 | $11M | Buy |
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|
2018
Q2 | $10.1M | Buy |
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|
2018
Q1 | $10.9M | Buy |
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|
2017
Q4 | $10.4M | Buy |
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|
2017
Q3 | $251K | Sell |
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|
2017
Q2 | $519K | Buy |
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|
2017
Q1 | $270K | Buy |
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|
2016
Q4 | $236K | Sell |
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|
2016
Q3 | $258K | Sell |
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|
2016
Q2 | $250K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $206K | Sell |
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|
2015
Q3 | $408K | Sell |
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|
2015
Q2 | $609K | Sell |
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|
2015
Q1 | $623K | Buy |
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|
2014
Q4 | $517K | Sell |
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|
2014
Q3 | $798K | Sell |
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|
2014
Q2 | $981K | Buy |
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|
2014
Q1 | $960K | Sell |
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|
2013
Q4 | $1.41M | Sell |
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|
2013
Q3 | $7.12M | Buy |
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|
2013
Q2 | $7.15M | Buy |
|