Sutton Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | $199K | Sell |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $420K | Sell |
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|
2022
Q3 | $371K | Buy |
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|
2022
Q2 | $413K | Buy |
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|
2022
Q1 | $377K | Sell |
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|
2021
Q4 | $390K | Sell |
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|
2021
Q3 | $405K | Buy |
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|
2021
Q2 | $420K | Buy |
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|
2021
Q1 | $381K | Buy |
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|
2020
Q4 | $355K | Buy |
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|
2020
Q3 | $342K | Buy |
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|
2020
Q2 | $339K | Sell |
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|
2020
Q1 | $314K | Buy |
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|
2019
Q4 | $375K | Hold |
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|
2019
Q3 | $407K | Hold |
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|
2019
Q2 | $386K | Sell |
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|
2019
Q1 | $395K | Sell |
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|
2018
Q4 | $490K | Sell |
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|
2018
Q3 | $662K | Buy |
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|
2018
Q2 | $599K | Hold |
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|
2018
Q1 | $658K | Buy |
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|
2017
Q4 | $597K | Hold |
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|
2017
Q3 | $564K | Buy |
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|
2017
Q2 | $597K | Sell |
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|
2017
Q1 | $680K | Buy |
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|
2016
Q4 | $647K | Buy |
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|
2016
Q3 | $615K | Buy |
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|
2016
Q2 | $587K | Buy |
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|
2016
Q1 | $585K | Buy |
|