Thomas Story & Son’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,887	Closed	-$368K	–	66
2021 Q1	$368K	Hold	2,887	–	–	0.14%	51
2020 Q4	$347K	Hold	2,887	–	–	0.14%	48
2020 Q3	$336K	Hold	2,887	–	–	0.15%	48
2020 Q2	$333K	Hold	2,887	–	–	0.16%	48
2020 Q1	$306K	Buy	2,887 +628	+28%	+$66.6K	0.18%	46
2019 Q4	$290K	Hold	2,259	–	–	0.14%	46
2019 Q3	$314K	Hold	2,259	–	–	0.16%	45
2019 Q2	$298K	Hold	2,259	–	–	0.15%	45
2019 Q1	$305K	Hold	2,259	–	–	0.16%	43
2018 Q4	$246K	Hold	2,259	–	–	0.15%	47
2018 Q3	$327K	Hold	2,259	–	–	0.17%	44
2018 Q2	$302K	Hold	2,259	–	–	0.18%	43
2018 Q1	$331K	Hold	2,259	–	–	0.19%	45
2017 Q4	$331K	Hold	2,259	–	–	0.19%	43
2017 Q3	$313K	Hold	2,259	–	–	0.17%	44
2017 Q2	$332K	Hold	2,259	–	–	0.2%	43
2017 Q1	$376K	Hold	2,259	–	–	0.21%	43
2016 Q4	$359K	Hold	2,259	–	–	0.22%	41
2016 Q3	$343K	Hold	2,259	–	–	0.21%	41
2016 Q2	$328K	Hold	2,259	–	–	0.2%	41
2016 Q1	$327K	Hold	2,259	–	–	0.2%	44
2015 Q4	$297K	Hold	2,259	–	–	0.19%	42
2015 Q3	$313K	Hold	2,259	–	–	0.2%	44
2015 Q2	$351K	Hold	2,259	–	–	0.22%	43
2015 Q1	$347K	Hold	2,259	–	–	0.22%	42
2014 Q4	$347K	Hold	2,259	–	–	0.21%	45
2014 Q3	$410K	Hold	2,259	–	–	0.26%	47
2014 Q2	$392K	Sell	2,259 -63	-3%	-$10.9K	0.24%	47
2014 Q1	$427K	Sell	2,322 -147	-6%	-$27K	0.23%	53
2013 Q4	$443K	Hold	2,469	–	–	0.24%	51
2013 Q3	$437K	Hold	2,469	–	–	0.27%	52
2013 Q2	$451K	Buy	+2,469	New	+$451K	0.28%	55