Summit Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.05M | Sell |
5,504
-232
| -4% | -$44.3K | 0.37% | 80 |
|
|
2023
Q4 | $938K | Sell |
5,736
-15
| -0.3% | -$2.45K | 0.36% | 83 |
|
|
2023
Q3 | $807K | Hold |
5,751
| – | – | 0.34% | 81 |
|
|
2023
Q2 | $770K | Sell |
5,751
-1,368
| -19% | -$183K | 0.3% | 94 |
|
|
2023
Q1 | $933K | Buy |
7,119
+3
| +0% | +$393 | 0.35% | 79 |
|
|
2022
Q4 | $1M | Sell |
7,116
-125
| -2% | -$17.6K | 0.4% | 76 |
|
|
2022
Q3 | $860K | Hold |
7,241
| – | – | 0.36% | 83 |
|
|
2022
Q2 | $1.02M | Sell |
7,241
-2,402
| -25% | -$339K | 0.39% | 76 |
|
|
2022
Q1 | $1.25M | Buy |
9,643
+300
| +3% | +$39K | 0.42% | 69 |
|
|
2021
Q4 | $1.25M | Sell |
9,343
-430
| -4% | -$57.5K | 0.41% | 69 |
|
|
2021
Q3 | $1.3M | Sell |
9,773
-104
| -1% | -$13.8K | 0.47% | 62 |
|
|
2021
Q2 | $1.38M | Buy |
9,877
+638
| +7% | +$89.4K | 0.52% | 57 |
|
|
2021
Q1 | $1.18M | Sell |
9,239
-69
| -0.7% | -$8.79K | 0.49% | 57 |
|
|
2020
Q4 | $1.12M | Sell |
9,308
-166
| -2% | -$20K | 0.49% | 59 |
|
|
2020
Q3 | $1.1M | Hold |
9,474
| – | – | 0.55% | 51 |
|
|
2020
Q2 | $1.09M | Buy |
9,474
+57
| +0.6% | +$6.58K | 0.57% | 46 |
|
|
2020
Q1 | $998K | Buy |
9,417
+52
| +0.6% | +$5.51K | 0.6% | 44 |
|
|
2019
Q4 | $1.2M | Sell |
9,365
-494
| -5% | -$63.3K | 0.58% | 46 |
|
|
2019
Q3 | $1.37M | Sell |
9,859
-1,270
| -11% | -$177K | 0.7% | 40 |
|
|
2019
Q2 | $1.47M | Sell |
11,129
-246
| -2% | -$32.4K | 0.66% | 40 |
|
|
2019
Q1 | $1.54M | Sell |
11,375
-230
| -2% | -$31K | 1.2% | 26 |
|
|
2018
Q4 | $1.26M | Sell |
11,605
-366
| -3% | -$39.8K | 1.07% | 28 |
|
|
2018
Q3 | $1.73M | Sell |
11,971
-823
| -6% | -$119K | 1.29% | 26 |
|
|
2018
Q2 | $1.71M | Sell |
12,794
-209
| -2% | -$27.9K | 1.33% | 21 |
|
|
2018
Q1 | $1.91M | Buy |
13,003
+1,700
| +15% | +$249K | 1.49% | 16 |
|
|
2017
Q4 | $1.66M | Sell |
11,303
-3,086
| -21% | -$453K | 1.36% | 19 |
|
|
2017
Q3 | $2M | Sell |
14,389
-802
| -5% | -$111K | 1.66% | 14 |
|
|
2017
Q2 | $2.23M | Buy |
+15,191
| New | +$2.23M | 1.94% | 13 |
|