Sunflower Bank Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $993K | Sell |
8,530
-1,721
| -17% | -$200K | 0.33% | 45 |
|
|
2020
Q2 | $1.18M | Sell |
10,251
-1,809
| -15% | -$209K | 0.4% | 38 |
|
|
2020
Q1 | $1.28M | Buy |
12,060
+763
| +7% | +$80.9K | 0.49% | 32 |
|
|
2019
Q4 | $1.45M | Sell |
11,297
-1,227
| -10% | -$157K | 0.44% | 35 |
|
|
2019
Q3 | $1.74M | Hold |
12,524
| – | – | 0.56% | 31 |
|
|
2019
Q2 | $1.65M | Sell |
12,524
-5
| -0% | -$659 | 0.53% | 31 |
|
|
2019
Q1 | $1.69M | Buy |
12,529
+513
| +4% | +$69.2K | 0.51% | 32 |
|
|
2018
Q4 | $1.31M | Buy |
12,016
+5,868
| +95% | +$638K | 0.42% | 37 |
|
|
2018
Q3 | $889K | Sell |
6,148
-27
| -0.4% | -$3.9K | 0.25% | 60 |
|
|
2018
Q2 | $825K | Hold |
6,175
| – | – | 0.24% | 66 |
|
|
2018
Q1 | $905K | Hold |
6,175
| – | – | 0.25% | 61 |
|
|
2017
Q4 | $905K | Sell |
6,175
-39
| -0.6% | -$5.72K | 0.24% | 61 |
|
|
2017
Q3 | $862K | Hold |
6,214
| – | – | 0.31% | 43 |
|
|
2017
Q2 | $914K | Sell |
6,214
-837
| -12% | -$123K | 0.31% | 47 |
|
|
2017
Q1 | $1.17M | Buy |
7,051
+497
| +8% | +$82.8K | 0.4% | 42 |
|
|
2016
Q4 | $1.04M | Sell |
6,554
-21
| -0.3% | -$3.33K | 0.37% | 43 |
|
|
2016
Q3 | $998K | Sell |
6,575
-11
| -0.2% | -$1.67K | 0.37% | 46 |
|
|
2016
Q2 | $955K | Hold |
6,586
| – | – | 0.34% | 48 |
|
|
2016
Q1 | $954K | Sell |
6,586
-209
| -3% | -$30.3K | 0.34% | 45 |
|
|
2015
Q4 | $894K | Sell |
6,795
-104
| -2% | -$13.7K | 0.31% | 46 |
|
|
2015
Q3 | $957K | Sell |
6,899
-21
| -0.3% | -$2.91K | 0.35% | 43 |
|
|
2015
Q2 | $1.08M | Sell |
6,920
-325
| -4% | -$50.5K | 0.37% | 47 |
|
|
2015
Q1 | $1.11M | Sell |
7,245
-162
| -2% | -$24.9K | 0.37% | 49 |
|
|
2014
Q4 | $1.14M | Hold |
7,407
| – | – | 0.36% | 45 |
|
|
2014
Q3 | $1.35M | Buy |
7,407
+21
| +0.3% | +$3.81K | 0.46% | 39 |
|
|
2014
Q2 | $1.28M | Sell |
7,386
-162
| -2% | -$28.1K | 0.52% | 41 |
|
|
2014
Q1 | $1.39M | Sell |
7,548
-267
| -3% | -$49.1K | 0.67% | 30 |
|
|
2013
Q4 | $1.4M | Hold |
7,815
| – | – | 0.71% | 29 |
|
|
2013
Q3 | $1.38M | Sell |
7,815
-324
| -4% | -$57.3K | 0.75% | 28 |
|
|
2013
Q2 | $1.49M | Buy |
+8,139
| New | +$1.49M | 0.8% | 25 |
|