TA
Tiedemann Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $245K | Hold |
1,749
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $234K | Buy |
1,749
+124
| +8% | +$16.6K | 0.01% | 229 |
|
|
2023
Q1 | $213K | Buy |
+1,625
| New | +$213K | 0.01% | 222 |
|
|
2020
Q2 | – | Sell |
-2,127
| Closed | -$236K | – | 302 |
|
|
2020
Q1 | $236K | Sell |
2,127
-1,719
| -45% | -$191K | 0.02% | 261 |
|
|
2019
Q4 | $514K | Buy |
3,846
+2,000
| +108% | +$267K | 0.02% | 212 |
|
|
2019
Q3 | $267K | Sell |
1,846
-149
| -7% | -$21.6K | 0.01% | 269 |
|
|
2019
Q2 | $275K | Sell |
1,995
-1,496
| -43% | -$206K | 0.01% | 245 |
|
|
2019
Q1 | $492K | Sell |
3,491
-1,741
| -33% | -$245K | 0.02% | 302 |
|
|
2018
Q4 | $593K | Buy |
5,232
+1,898
| +57% | +$215K | 0.03% | 270 |
|
|
2018
Q3 | $503K | Hold |
3,334
| – | – | 0.03% | 228 |
|
|
2018
Q2 | $465K | Buy |
3,334
+733
| +28% | +$102K | 0.03% | 231 |
|
|
2018
Q1 | $399K | Hold |
2,601
| – | – | 0.03% | 216 |
|
|
2017
Q4 | $399K | Sell |
2,601
-1,908
| -42% | -$293K | 0.03% | 170 |
|
|
2017
Q3 | $680K | Sell |
4,509
-6,094
| -57% | -$919K | 0.06% | 181 |
|
|
2017
Q2 | $1.63M | Buy |
10,603
+1,770
| +20% | +$272K | 0.12% | 141 |
|
|
2017
Q1 | $1.54M | Buy |
8,833
+4,716
| +115% | +$821K | 0.13% | 137 |
|
|
2016
Q4 | $683K | Buy |
4,117
+2,007
| +95% | +$333K | 0.07% | 182 |
|
|
2016
Q3 | $318K | Buy |
+2,110
| New | +$318K | 0.07% | 109 |
|