Stokes & Hubbell Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $920K | Sell |
6,822
-712
| -9% | -$96K | 0.19% | 75 |
|
|
2018
Q4 | $819K | Sell |
7,534
-13,473
| -64% | -$1.46M | 0.19% | 72 |
|
|
2018
Q3 | $3.04M | Buy |
21,007
+668
| +3% | +$96.6K | 0.63% | 44 |
|
|
2018
Q2 | $2.72M | Buy |
20,339
+947
| +5% | +$126K | 0.62% | 44 |
|
|
2018
Q1 | $2.85M | Buy |
19,392
+396
| +2% | +$58.1K | 0.66% | 42 |
|
|
2017
Q4 | $2.79M | Sell |
18,996
-210
| -1% | -$30.8K | 0.67% | 42 |
|
|
2017
Q3 | $2.69M | Sell |
19,206
-6,132
| -24% | -$860K | 0.7% | 41 |
|
|
2017
Q2 | $3.73M | Buy |
25,338
+1,565
| +7% | +$230K | 1.15% | 24 |
|
|
2017
Q1 | $3.96M | Buy |
23,773
+3,219
| +16% | +$536K | 1.34% | 19 |
|
|
2016
Q4 | $3.26M | Buy |
20,554
+432
| +2% | +$68.6K | 1.27% | 21 |
|
|
2016
Q3 | $3.06M | Buy |
20,122
+204
| +1% | +$31K | 1.26% | 18 |
|
|
2016
Q2 | $2.89M | Sell |
19,918
-27
| -0.1% | -$3.92K | 1.25% | 18 |
|
|
2016
Q1 | $2.89M | Buy |
19,945
+1,839
| +10% | +$266K | 1.34% | 17 |
|
|
2015
Q4 | $2.38M | Buy |
18,106
+6,101
| +51% | +$803K | 1.29% | 19 |
|
|
2015
Q3 | $1.66M | Buy |
+12,005
| New | +$1.66M | 1.01% | 26 |
|