Tempus Wealth Planning’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,694
| Closed | -$277K | – | 200 |
|
|
2023
Q4 | $277K | Sell |
1,694
-78
| -4% | -$12.8K | 0.12% | 159 |
|
|
2023
Q3 | $249K | Hold |
1,772
| – | – | 0.12% | 142 |
|
|
2023
Q2 | $237K | Hold |
1,772
| – | – | 0.11% | 164 |
|
|
2023
Q1 | $232K | Sell |
1,772
-28
| -2% | -$3.67K | 0.11% | 156 |
|
|
2022
Q4 | $254K | Buy |
1,800
+32
| +2% | +$4.51K | 0.15% | 149 |
|
|
2022
Q3 | $210K | Buy |
1,768
+84
| +5% | +$9.98K | 0.14% | 164 |
|
|
2022
Q2 | $238K | Hold |
1,684
| – | – | 0.2% | 111 |
|
|
2022
Q1 | $219K | Hold |
1,684
| – | – | 0.16% | 128 |
|
|
2021
Q4 | $225K | Sell |
1,684
-77
| -4% | -$10.3K | 0.12% | 144 |
|
|
2021
Q3 | $234K | Hold |
1,761
| – | – | 0.13% | 138 |
|
|
2021
Q2 | $247K | Hold |
1,761
| – | – | 0.16% | 131 |
|
|
2021
Q1 | $224K | Buy |
1,761
+41
| +2% | +$5.22K | 0.24% | 91 |
|
|
2020
Q4 | $207K | Hold |
1,720
| – | – | 0.27% | 71 |
|
|
2020
Q3 | $200K | Buy |
+1,720
| New | +$200K | 0.29% | 68 |
|
|
2020
Q1 | – | Sell |
-1,720
| Closed | -$220K | – | 64 |
|
|
2019
Q4 | $220K | Buy |
+1,720
| New | +$220K | 0.19% | 72 |
|