Sullivan, Bruyette, Speros & Blaney’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$1.89M Buy
2020
Q4
$1.59M Buy
2020
Q3
$1.53M Sell
2020
Q2
$1.56M Sell
2020
Q1
$1.47M Buy
2019
Q4
$1.76M Sell
2019
Q3
$1.95M Sell
2019
Q2
$1.85M Sell
2019
Q1
$2.15M Buy
2018
Q4
$1.44M Sell
2018
Q3
$2M Sell
2018
Q2
$1.85M Sell
2018
Q1
$2.11M Sell
2017
Q4
$2.13M Buy
2017
Q3
$2.02M Sell
2017
Q2
$2.18M Sell
2017
Q1
$2.57M Buy
2016
Q4
$2.44M Sell
2016
Q3
$2.42M Buy
2016
Q2
$2.2M Buy