Telemus Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $656K | Sell |
4,013
-180
| -4% | -$29.4K | 0.05% | 206 |
|
|
2023
Q3 | $588K | Sell |
4,193
-21
| -0.5% | -$2.95K | 0.05% | 200 |
|
|
2023
Q2 | $564K | Sell |
4,214
-638
| -13% | -$85.4K | 0.05% | 213 |
|
|
2023
Q1 | $636K | Buy |
4,852
+258
| +6% | +$33.8K | 0.06% | 199 |
|
|
2022
Q4 | $660K | Sell |
4,594
-819
| -15% | -$118K | 0.06% | 205 |
|
|
2022
Q3 | $643K | Sell |
5,413
-531
| -9% | -$63.1K | 0.07% | 190 |
|
|
2022
Q2 | $839K | Buy |
5,944
+70
| +1% | +$9.88K | 0.08% | 192 |
|
|
2022
Q1 | $764K | Buy |
5,874
+13
| +0.2% | +$1.69K | 0.07% | 190 |
|
|
2021
Q4 | $783K | Sell |
5,861
-505
| -8% | -$67.5K | 0.06% | 202 |
|
|
2021
Q3 | $846K | Sell |
6,366
-5,876
| -48% | -$781K | 0.07% | 188 |
|
|
2021
Q2 | $1.72M | Sell |
12,242
-1,606
| -12% | -$225K | 0.12% | 130 |
|
|
2021
Q1 | $1.8M | Buy |
13,848
+7,423
| +116% | +$965K | 0.12% | 139 |
|
|
2020
Q4 | $773K | Sell |
6,425
-1,095
| -15% | -$132K | 0.06% | 207 |
|
|
2020
Q3 | $905K | Buy |
7,520
+774
| +11% | +$93.1K | 0.07% | 206 |
|
|
2020
Q2 | $763K | Sell |
6,746
-174
| -3% | -$19.7K | 0.06% | 212 |
|
|
2020
Q1 | $826K | Buy |
6,920
+2,382
| +52% | +$284K | 0.07% | 193 |
|
|
2019
Q4 | $581K | Buy |
4,538
+145
| +3% | +$18.6K | 0.04% | 228 |
|
|
2019
Q3 | $611K | Sell |
4,393
-100
| -2% | -$13.9K | 0.05% | 220 |
|
|
2019
Q2 | $605K | Sell |
4,493
-208
| -4% | -$28K | 0.05% | 212 |
|
|
2019
Q1 | $634K | Hold |
4,701
| – | – | 0.05% | 245 |
|
|
2018
Q4 | $511K | Sell |
4,701
-238
| -5% | -$25.9K | 0.04% | 265 |
|
|
2018
Q3 | $714K | Buy |
4,939
+897
| +22% | +$130K | 0.05% | 249 |
|
|
2018
Q2 | $540K | Sell |
4,042
-5
| -0.1% | -$668 | 0.04% | 283 |
|
|
2018
Q1 | $594K | Sell |
4,047
-79
| -2% | -$11.6K | 0.05% | 268 |
|
|
2017
Q4 | $605K | Sell |
4,126
-48
| -1% | -$7.04K | 0.05% | 258 |
|
|
2017
Q3 | $579K | Sell |
4,174
-209
| -5% | -$29K | 0.07% | 188 |
|
|
2017
Q2 | $645K | Buy |
4,383
+38
| +0.9% | +$5.59K | 0.07% | 194 |
|
|
2017
Q1 | $723K | Buy |
4,345
+151
| +4% | +$25.1K | 0.08% | 178 |
|
|
2016
Q4 | $666K | Sell |
4,194
-337
| -7% | -$53.5K | 0.09% | 167 |
|
|
2016
Q3 | $688K | Sell |
4,531
-95
| -2% | -$14.4K | 0.08% | 179 |
|
|
2016
Q2 | $671K | Buy |
4,626
+114
| +3% | +$16.5K | 0.08% | 177 |
|
|
2016
Q1 | $653K | Buy |
4,512
+1,808
| +67% | +$262K | 0.11% | 165 |
|
|
2015
Q4 | $356K | Sell |
2,704
-141
| -5% | -$18.6K | 0.1% | 103 |
|
|
2015
Q3 | $394K | Sell |
2,845
-53
| -2% | -$7.34K | 0.1% | 98 |
|
|
2015
Q2 | $451K | Hold |
2,898
| – | – | 0.11% | 88 |
|
|
2015
Q1 | $445K | Sell |
2,898
-556
| -16% | -$85.4K | 0.11% | 91 |
|
|
2014
Q4 | $530K | Sell |
3,454
-1,033
| -23% | -$159K | 0.13% | 88 |
|
|
2014
Q3 | $814K | Hold |
4,487
| – | – | 0.22% | 74 |
|
|
2014
Q2 | $778K | Buy |
4,487
+154
| +4% | +$26.7K | 0.2% | 73 |
|
|
2014
Q1 | $797K | Buy |
4,333
+4
| +0.1% | +$736 | 0.22% | 70 |
|
|
2013
Q4 | $776K | Sell |
4,329
-810
| -16% | -$145K | 0.22% | 69 |
|
|
2013
Q3 | $910K | Buy |
+5,139
| New | +$910K | 0.27% | 65 |
|