SBL
Sargent Bickham Lagudis’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.99M | Buy |
14,158
+140
| +1% | +$19.7K | 0.16% | 109 |
|
|
2022
Q3 | $1.67M | Buy |
14,018
+116
| +0.8% | +$13.8K | 0.15% | 111 |
|
|
2022
Q2 | $1.96M | Sell |
13,902
-14
| -0.1% | -$1.98K | 0.17% | 116 |
|
|
2022
Q1 | $1.81M | Sell |
13,916
-22
| -0.2% | -$2.86K | 0.14% | 112 |
|
|
2021
Q4 | $1.86M | Buy |
13,938
+227
| +2% | +$30.3K | 0.14% | 108 |
|
|
2021
Q3 | $1.91M | Buy |
13,711
+1,312
| +11% | +$182K | 0.16% | 104 |
|
|
2021
Q2 | $1.82M | Buy |
12,399
+549
| +5% | +$80.5K | 0.15% | 104 |
|
|
2021
Q1 | $1.58M | Sell |
11,850
-50
| -0.4% | -$6.66K | 0.14% | 105 |
|
|
2020
Q4 | $1.5M | Buy |
11,900
+620
| +5% | +$78K | 0.14% | 100 |
|
|
2020
Q3 | $1.37M | Buy |
11,280
+431
| +4% | +$52.4K | 0.14% | 100 |
|
|
2020
Q2 | $1.31M | Sell |
10,849
-283
| -3% | -$34.2K | 0.14% | 104 |
|
|
2020
Q1 | $1.24M | Buy |
11,132
+597
| +6% | +$66.2K | 0.16% | 104 |
|
|
2019
Q4 | $1.41M | Buy |
10,535
+320
| +3% | +$42.9K | 0.16% | 101 |
|
|
2019
Q3 | $1.49M | Sell |
10,215
-967
| -9% | -$141K | 0.18% | 101 |
|
|
2019
Q2 | $1.54M | Sell |
11,182
-492
| -4% | -$67.8K | 0.18% | 98 |
|
|
2019
Q1 | $1.65M | Buy |
11,674
+958
| +9% | +$135K | 0.19% | 99 |
|
|
2018
Q4 | $1.22M | Buy |
10,716
+274
| +3% | +$31.1K | 0.16% | 103 |
|
|
2018
Q3 | $1.58M | Buy |
10,442
+8
| +0.1% | +$1.21K | 0.19% | 99 |
|
|
2018
Q2 | $1.46M | Buy |
10,434
+311
| +3% | +$43.5K | 0.18% | 100 |
|
|
2018
Q1 | $1.55M | Sell |
10,123
-21
| -0.2% | -$3.22K | 0.19% | 93 |
|
|
2017
Q4 | $1.56M | Sell |
10,144
-359
| -3% | -$55.1K | 0.19% | 104 |
|
|
2017
Q3 | $1.52M | Buy |
10,503
+158
| +2% | +$22.9K | 0.19% | 106 |
|
|
2017
Q2 | $1.59M | Buy |
10,345
+7
| +0.1% | +$1.08K | 0.2% | 101 |
|
|
2017
Q1 | $1.8M | Buy |
10,338
+435
| +4% | +$75.7K | 0.23% | 95 |
|
|
2016
Q4 | $1.64M | Buy |
9,903
+95
| +1% | +$15.8K | 0.25% | 92 |
|
|
2016
Q3 | $1.56K | Sell |
9,808
-8
| -0.1% | -$1 | 0.23% | 99 |
|
|
2016
Q2 | $1.49M | Buy |
9,816
+52
| +0.5% | +$7.89K | 0.23% | 96 |
|
|
2016
Q1 | $1.48M | Buy |
+9,764
| New | +$1.48M | 0.24% | 92 |
|