SWS Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-278
| Closed | -$48.2K | – | 193 |
|
|
2024
Q2 | $48.2K | Buy |
+278
| New | +$48.2K | 0.01% | 164 |
|
|
2021
Q4 | – | Sell |
-13,998
| Closed | -$1.86M | – | 82 |
|
|
2021
Q3 | $1.86M | Buy |
13,998
+1,734
| +14% | +$230K | 1.15% | 38 |
|
|
2021
Q2 | $1.72M | Sell |
12,264
-1,160
| -9% | -$163K | 1.12% | 42 |
|
|
2021
Q1 | $1.71M | Buy |
13,424
+739
| +6% | +$94.1K | 1.18% | 39 |
|
|
2020
Q4 | $1.53M | Buy |
12,685
+1,671
| +15% | +$201K | 0.68% | 59 |
|
|
2020
Q3 | $1.28M | Buy |
11,014
+568
| +5% | +$66.1K | 0.64% | 51 |
|
|
2020
Q2 | $1.23M | Buy |
10,446
+2,978
| +40% | +$350K | 1.56% | 19 |
|
|
2020
Q1 | $792K | Buy |
+7,468
| New | +$792K | 0.57% | 57 |
|
|
2019
Q3 | $797K | Buy |
6,186
+371
| +6% | +$47.8K | 0.47% | 58 |
|
|
2019
Q2 | $832K | Buy |
+5,815
| New | +$832K | 0.53% | 58 |
|
|
2018
Q2 | – | Sell |
-803
| Closed | -$115K | – | 196 |
|
|
2018
Q1 | $115K | Buy |
803
+1
| +0.1% | +$143 | 0.08% | 88 |
|
|
2017
Q4 | $118K | Buy |
+802
| New | +$118K | 0.09% | 82 |
|