Roosevelt Investment Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.32M | Sell |
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|
2022
Q2 | $3.96M | Buy |
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|
2022
Q1 | $3.64M | Buy |
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|
2021
Q4 | $3.73M | Buy |
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|
2021
Q3 | $3.6M | Buy |
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|
2021
Q2 | $3.79M | Buy |
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|
2021
Q1 | $3.3M | Buy |
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|
2020
Q4 | $2.82M | Buy |
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|
2020
Q3 | $2.68M | Buy |
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|
2020
Q2 | $574K | Buy |
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|
2020
Q1 | $255K | Sell |
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|
2019
Q4 | $403K | Sell |
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|
2019
Q3 | $473K | Sell |
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|
2019
Q2 | $497K | Buy |
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|
2019
Q1 | $501K | Sell |
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|
2018
Q4 | $430K | Hold |
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|
2018
Q3 | $572K | Sell |
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|
2018
Q2 | $565K | Sell |
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|
2018
Q1 | $652K | Sell |
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|
2017
Q4 | $659K | Sell |
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|
2017
Q3 | $629K | Sell |
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|
2017
Q2 | $2.22M | Sell |
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|
2017
Q1 | $2.73M | Buy |
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|
2016
Q4 | $744K | Buy |
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|
2016
Q3 | $690K | Sell |
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|
2016
Q2 | $675K | Sell |
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|
2016
Q1 | $678K | Sell |
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|
2015
Q4 | $2.68M | Buy |
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|
2015
Q3 | $2.04M | Buy |
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|
2015
Q2 | $2.16M | Buy |
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|
2015
Q1 | $867K | Sell |
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|
2014
Q4 | $925K | Sell |
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|
2014
Q3 | $1.35M | Sell |
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|
2014
Q2 | $2.05M | Buy |
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|
2014
Q1 | $2.11M | Sell |
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|
2013
Q4 | $4.12M | Sell |
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|
2013
Q3 | $12.2M | Sell |
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|
2013
Q2 | $12.8M | Buy |
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