SignalPoint Asset Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $798K | Sell |
3,630
-53
| -1% | -$11.8K | 0.19% | 97 |
|
|
2024
Q3 | $813K | Sell |
3,683
-160
| -4% | -$31.4K | 0.19% | 104 |
|
|
2024
Q2 | $665K | Hold |
3,843
| – | – | 0.18% | 120 |
|
|
2024
Q1 | $734K | Sell |
3,843
-50
| -1% | -$9.12K | 0.2% | 104 |
|
|
2023
Q4 | $636K | Sell |
3,893
-103
| -3% | -$15.6K | 0.19% | 112 |
|
|
2023
Q3 | $561K | Hold |
3,996
| – | – | 0.18% | 111 |
|
|
2023
Q2 | $535K | Sell |
3,996
-49
| -1% | -$6.32K | 0.16% | 119 |
|
|
2023
Q1 | $530K | Sell |
4,045
-98
| -2% | -$13.1K | 0.17% | 118 |
|
|
2022
Q4 | $584K | Buy |
4,143
+4
| +0.1% | +$552 | 0.2% | 104 |
|
|
2022
Q3 | $491K | Sell |
4,139
-51
| -1% | -$6.69K | 0.19% | 107 |
|
|
2022
Q2 | $591K | Buy |
4,190
+414
| +11% | +$55.9K | 0.22% | 102 |
|
|
2022
Q1 | $491K | Sell |
3,776
-137
| -4% | -$17.9K | 0.16% | 126 |
|
|
2021
Q4 | $522K | Sell |
3,913
-194
| -5% | -$24.3K | 0.16% | 125 |
|
|
2021
Q3 | $545K | Buy |
4,107
+5
| +0.1% | +$668 | 0.17% | 119 |
|
|
2021
Q2 | $575K | Buy |
4,102
+80
| +2% | +$10.9K | 0.19% | 114 |
|
|
2021
Q1 | $512K | Hold |
4,022
| – | – | 0.18% | 116 |
|
|
2020
Q4 | $484K | Sell |
4,022
-141
| -3% | -$16.3K | 0.18% | 114 |
|
|
2020
Q3 | $484K | Buy |
4,163
+3
| +0.1% | +$353 | 0.2% | 106 |
|
|
2020
Q2 | $480K | Buy |
4,160
+605
| +17% | +$70.3K | 0.22% | 92 |
|
|
2020
Q1 | $377K | Sell |
3,555
-409
| -10% | -$51.7K | 0.2% | 97 |
|
|
2019
Q4 | $508K | Sell |
3,964
-16
| -0.4% | -$2.08K | 0.21% | 101 |
|
|
2019
Q3 | $553K | Sell |
3,980
-311
| -7% | -$42K | 0.25% | 93 |
|
|
2019
Q2 | $566K | Buy |
4,291
+208
| +5% | +$27.3K | 0.27% | 98 |
|
|
2019
Q1 | $551K | Buy |
4,083
+5
| +0.1% | +$637 | 0.24% | 107 |
|
|
2018
Q4 | $443K | Sell |
4,078
-347
| -8% | -$41.6K | 0.21% | 129 |
|
|
2018
Q3 | $640K | Sell |
4,425
-310
| -7% | -$43.3K | 0.29% | 89 |
|
|
2018
Q2 | $632K | Sell |
4,735
-219
| -4% | -$30.5K | 0.3% | 99 |
|
|
2018
Q1 | $727K | Buy |
4,954
+751
| +18% | +$114K | 0.35% | 87 |
|
|
2017
Q4 | $617K | Buy |
4,203
+12
| +0.3% | +$1.75K | 0.3% | 96 |
|
|
2017
Q3 | $581K | Buy |
+4,191
| New | +$584K | 0.29% | 97 |
|
|
2017
Q1 | – | Sell |
-4,955
| Closed | -$787K | – | 179 |
|
|
2016
Q4 | $787K | Buy |
4,955
+48
| +1% | +$7.31K | 0.2% | 103 |
|
|
2016
Q3 | $745K | Sell |
4,907
-92
| -2% | -$14K | 0.2% | 94 |
|
|
2016
Q2 | $726K | Sell |
4,999
-37
| -0.7% | -$5.3K | 0.3% | 68 |
|
|
2016
Q1 | $730K | Sell |
5,036
-10
| -0.2% | -$1.28K | 0.31% | 63 |
|
|
2015
Q4 | $664K | Buy |
5,046
+194
| +4% | +$26.1K | 0.29% | 66 |
|
|
2015
Q3 | $672K | Sell |
4,852
-227
| -4% | -$33.5K | 0.3% | 63 |
|
|
2015
Q2 | $779K | Hold |
5,079
| – | – | 0.32% | 61 |
|
|
2015
Q1 | $779K | Buy |
5,079
+266
| +6% | +$40.3K | 0.32% | 61 |
|
|
2014
Q4 | $738K | Buy |
4,813
+855
| +22% | +$136K | 0.33% | 71 |
|
|
2014
Q3 | $718K | Sell |
3,958
-384
| -9% | -$70K | 0.35% | 67 |
|
|
2014
Q2 | $753K | Buy |
4,342
+230
| +6% | +$41.4K | 0.34% | 66 |
|
|
2014
Q1 | $757K | Sell |
4,112
-461
| -10% | -$81.2K | 0.35% | 65 |
|
|
2013
Q4 | $820K | Buy |
4,573
+1,529
| +50% | +$264K | 0.37% | 68 |
|
|
2013
Q3 | $539K | Buy |
+3,044
| New | +$553K | 0.34% | 65 |
|
Other funds holding IBM
