Stellar Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $234K | Buy |
2,031
+3
| +0.1% | +$346 | 0.16% | 72 |
|
|
2020
Q1 | $215K | Sell |
2,028
-103
| -5% | -$10.9K | 0.18% | 71 |
|
|
2019
Q4 | $273K | Buy |
2,131
+3
| +0.1% | +$384 | 0.16% | 73 |
|
|
2019
Q3 | $296K | Buy |
2,128
+5
| +0.2% | +$695 | 0.19% | 73 |
|
|
2019
Q2 | $286K | Hold |
2,123
| – | – | 0.19% | 76 |
|
|
2019
Q1 | $286K | Buy |
2,123
+2
| +0.1% | +$269 | 0.19% | 76 |
|
|
2018
Q4 | $231K | Buy |
2,121
+2
| +0.1% | +$218 | 0.18% | 76 |
|
|
2018
Q3 | $306K | Sell |
2,119
-35
| -2% | -$5.05K | 0.2% | 70 |
|
|
2018
Q2 | $288K | Buy |
2,154
+2
| +0.1% | +$267 | 0.19% | 69 |
|
|
2018
Q1 | $316K | Sell |
2,152
-154
| -7% | -$22.6K | 0.2% | 69 |
|
|
2017
Q4 | $338K | Buy |
2,306
+2
| +0.1% | +$293 | 0.22% | 66 |
|
|
2017
Q3 | $320K | Buy |
2,304
+2
| +0.1% | +$278 | 0.23% | 65 |
|
|
2017
Q2 | $339K | Buy |
2,302
+1
| +0% | +$147 | 0.25% | 66 |
|
|
2017
Q1 | $383K | Sell |
2,301
-14
| -0.6% | -$2.33K | 0.29% | 63 |
|
|
2016
Q4 | $367K | Buy |
+2,315
| New | +$367K | 0.3% | 61 |
|
|
2016
Q2 | $347K | Buy |
2,391
+176
| +8% | +$25.5K | 0.38% | 57 |
|
|
2016
Q1 | $321K | Hold |
2,215
| – | – | 0.36% | 59 |
|
|
2015
Q4 | $291K | Hold |
2,215
| – | – | 0.35% | 57 |
|
|
2015
Q3 | $307K | Buy |
2,215
+419
| +23% | +$58.1K | 0.4% | 53 |
|
|
2015
Q2 | $279K | Buy |
1,796
+126
| +8% | +$19.6K | 0.31% | 57 |
|
|
2015
Q1 | $256K | Sell |
1,670
-236
| -12% | -$36.2K | 0.25% | 59 |
|
|
2014
Q4 | $292K | Hold |
1,906
| – | – | 0.31% | 56 |
|
|
2014
Q3 | $346K | Sell |
1,906
-172
| -8% | -$31.2K | 0.38% | 55 |
|
|
2014
Q2 | $360K | Hold |
2,078
| – | – | 0.4% | 55 |
|
|
2014
Q1 | $382K | Hold |
2,078
| – | – | 0.43% | 55 |
|
|
2013
Q4 | $373K | Buy |
+2,078
| New | +$373K | 0.4% | 57 |
|