StrategIQ Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $667K | Buy |
4,077
+66
| +2% | +$10.8K | 0.08% | 185 |
|
2023
Q3 | $563K | Sell |
4,011
-5
| -0.1% | -$701 | 0.07% | 195 |
|
2023
Q2 | $537K | Buy |
4,016
+74
| +2% | +$9.9K | 0.06% | 202 |
|
2023
Q1 | $517K | Buy |
3,942
+20
| +0.5% | +$2.62K | 0.06% | 196 |
|
2022
Q4 | $553K | Buy |
3,922
+517
| +15% | +$72.8K | 0.06% | 186 |
|
2022
Q3 | $405K | Buy |
3,405
+44
| +1% | +$5.23K | 0.05% | 196 |
|
2022
Q2 | $475K | Buy |
3,361
+2
| +0.1% | +$283 | 0.06% | 190 |
|
2022
Q1 | $437K | Buy |
3,359
+24
| +0.7% | +$3.12K | 0.05% | 208 |
|
2021
Q4 | $446K | Buy |
3,335
+423
| +15% | +$56.6K | 0.04% | 206 |
|
2021
Q3 | $387K | Buy |
2,912
+3
| +0.1% | +$399 | 0.08% | 162 |
|
2021
Q2 | $408K | Buy |
2,909
+3
| +0.1% | +$421 | 0.08% | 158 |
|
2021
Q1 | $370K | Sell |
2,906
-101
| -3% | -$12.9K | 0.08% | 160 |
|
2020
Q4 | $362K | Buy |
3,007
+308
| +11% | +$37.1K | 0.08% | 157 |
|
2020
Q3 | $314K | Sell |
2,699
-1
| -0% | -$116 | 0.08% | 156 |
|
2020
Q2 | $312K | Sell |
2,700
-1,906
| -41% | -$220K | 0.08% | 153 |
|
2020
Q1 | $488K | Sell |
4,606
-1,742
| -27% | -$185K | 0.15% | 118 |
|
2019
Q4 | $814K | Buy |
6,348
+67
| +1% | +$8.59K | 0.21% | 101 |
|
2019
Q3 | $873K | Sell |
6,281
-102
| -2% | -$14.2K | 0.25% | 94 |
|
2019
Q2 | $841K | Buy |
6,383
+1
| +0% | +$132 | 0.24% | 94 |
|
2019
Q1 | $861K | Sell |
6,382
-307
| -5% | -$41.4K | 0.26% | 89 |
|
2018
Q4 | $727K | Buy |
6,689
+8
| +0.1% | +$869 | 0.25% | 96 |
|
2018
Q3 | $966K | Buy |
6,681
+318
| +5% | +$46K | 0.31% | 80 |
|
2018
Q2 | $850K | Buy |
6,363
+46
| +0.7% | +$6.15K | 0.29% | 79 |
|
2018
Q1 | $927K | Sell |
6,317
-100
| -2% | -$14.7K | 0.37% | 70 |
|
2017
Q4 | $941K | Buy |
6,417
+99
| +2% | +$14.5K | 0.37% | 73 |
|
2017
Q3 | $876K | Sell |
6,318
-150
| -2% | -$20.8K | 0.35% | 60 |
|
2017
Q2 | $951K | Buy |
6,468
+475
| +8% | +$69.8K | 0.4% | 56 |
|
2017
Q1 | $998K | Buy |
5,993
+110
| +2% | +$18.3K | 0.45% | 52 |
|
2016
Q4 | $934K | Buy |
5,883
+7
| +0.1% | +$1.11K | 0.47% | 53 |
|
2016
Q3 | $892K | Buy |
5,876
+7
| +0.1% | +$1.06K | 0.49% | 51 |
|
2016
Q2 | $852K | Buy |
+5,869
| New | +$852K | 0.5% | 48 |
|