SBSB
Sullivan, Bruyette, Speros & Blaney’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.89M | Buy |
14,211
+1,594
| +13% | +$212K | 0.08% | 71 |
|
|
2020
Q4 | $1.59M | Buy |
12,617
+27
| +0.2% | +$3.4K | 0.07% | 83 |
|
|
2020
Q3 | $1.53M | Sell |
12,590
-338
| -3% | -$41.1K | 0.09% | 73 |
|
|
2020
Q2 | $1.56M | Sell |
12,928
-362
| -3% | -$43.7K | 0.09% | 65 |
|
|
2020
Q1 | $1.47M | Buy |
13,290
+148
| +1% | +$16.4K | 0.1% | 61 |
|
|
2019
Q4 | $1.76M | Sell |
13,142
-257
| -2% | -$34.5K | 0.1% | 58 |
|
|
2019
Q3 | $1.95M | Sell |
13,399
-15
| -0.1% | -$2.18K | 0.12% | 48 |
|
|
2019
Q2 | $1.85M | Sell |
13,414
-1,799
| -12% | -$248K | 0.11% | 49 |
|
|
2019
Q1 | $2.15M | Buy |
15,213
+2,513
| +20% | +$355K | 0.13% | 42 |
|
|
2018
Q4 | $1.44M | Sell |
12,700
-519
| -4% | -$59K | 0.1% | 49 |
|
|
2018
Q3 | $2M | Sell |
13,219
-51
| -0.4% | -$7.71K | 0.18% | 27 |
|
|
2018
Q2 | $1.85M | Sell |
13,270
-483
| -4% | -$67.5K | 0.18% | 29 |
|
|
2018
Q1 | $2.11M | Sell |
13,753
-152
| -1% | -$23.3K | 0.21% | 24 |
|
|
2017
Q4 | $2.13M | Buy |
13,905
+11
| +0.1% | +$1.69K | 0.2% | 25 |
|
|
2017
Q3 | $2.02M | Sell |
13,894
-250
| -2% | -$36.3K | 0.2% | 25 |
|
|
2017
Q2 | $2.18M | Sell |
14,144
-596
| -4% | -$91.7K | 0.22% | 25 |
|
|
2017
Q1 | $2.57M | Buy |
14,740
+13
| +0.1% | +$2.26K | 0.26% | 22 |
|
|
2016
Q4 | $2.45M | Sell |
14,727
-484
| -3% | -$80.4K | 0.25% | 22 |
|
|
2016
Q3 | $2.42M | Buy |
15,211
+711
| +5% | +$113K | 0.24% | 23 |
|
|
2016
Q2 | $2.2M | Buy |
+14,500
| New | +$2.2M | 0.23% | 23 |
|