Ronald Blue & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $1.53M | Sell |
10,414
-1,477
| -12% | -$217K | 0.05% | 53 |
|
2017
Q1 | $1.98M | Sell |
11,891
-1,456
| -11% | -$242K | 0.07% | 51 |
|
2016
Q4 | $2.12M | Sell |
13,347
-11
| -0.1% | -$1.75K | 0.08% | 45 |
|
2016
Q3 | $2.03M | Buy |
13,358
+501
| +4% | +$76.1K | 0.08% | 40 |
|
2016
Q2 | $1.87M | Sell |
12,857
-277
| -2% | -$40.2K | 0.09% | 38 |
|
2016
Q1 | $1.9M | Buy |
13,134
+210
| +2% | +$30.4K | 0.1% | 34 |
|
2015
Q4 | $1.7M | Sell |
12,924
-1,771
| -12% | -$233K | 0.09% | 42 |
|
2015
Q3 | $2.04M | Sell |
14,695
-3,656
| -20% | -$507K | 0.11% | 33 |
|
2015
Q2 | $2.85M | Buy |
18,351
+99
| +0.5% | +$15.4K | 0.14% | 24 |
|
2015
Q1 | $2.8M | Buy |
18,252
+1,249
| +7% | +$192K | 0.13% | 26 |
|
2014
Q4 | $2.61M | Sell |
17,003
-578
| -3% | -$88.7K | 0.13% | 34 |
|
2014
Q3 | $3.19M | Sell |
17,581
-2
| -0% | -$363 | 0.21% | 20 |
|
2014
Q2 | $3.05M | Buy |
17,583
+303
| +2% | +$52.5K | 0.19% | 22 |
|
2014
Q1 | $3.18M | Buy |
17,280
+58
| +0.3% | +$10.7K | 0.23% | 22 |
|
2013
Q4 | $3.09M | Buy |
17,222
+3,577
| +26% | +$642K | 0.23% | 25 |
|
2013
Q3 | $2.42M | Buy |
13,645
+6,223
| +84% | +$1.1M | 0.2% | 28 |
|
2013
Q2 | $1.36M | Buy |
+7,422
| New | +$1.36M | 0.11% | 31 |
|