Stonnington Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $419K | Buy |
3,275
+225
| +7% | +$28.8K | 0.11% | 166 |
|
|
2022
Q4 | $442K | Buy |
3,050
+300
| +11% | +$43.4K | 0.12% | 144 |
|
|
2022
Q3 | $337K | Sell |
2,750
-650
| -19% | -$79.7K | 0.1% | 155 |
|
|
2022
Q2 | $479K | Buy |
3,400
+1,650
| +94% | +$232K | 0.13% | 140 |
|
|
2022
Q1 | $221K | Sell |
1,750
-300
| -15% | -$37.9K | 0.05% | 222 |
|
|
2021
Q4 | $272K | Sell |
2,050
-1,245
| -38% | -$165K | 0.06% | 213 |
|
|
2021
Q3 | $451K | Buy |
3,295
+863
| +35% | +$118K | 0.1% | 176 |
|
|
2021
Q2 | $327K | Buy |
2,432
+78
| +3% | +$10.5K | 0.07% | 215 |
|
|
2021
Q1 | $318K | Buy |
+2,354
| New | +$318K | 0.08% | 203 |
|