Tirschwell & Loewy’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.12M | Hold |
8,322
| – | – | 0.15% | 52 |
|
|
2018
Q4 | $904K | Hold |
8,322
| – | – | 0.14% | 53 |
|
|
2018
Q3 | $1.2M | Sell |
8,322
-209
| -2% | -$29.2K | 0.15% | 50 |
|
|
2018
Q2 | $1.14M | Buy |
8,531
+317
| +4% | +$44.2K | 0.15% | 54 |
|
|
2018
Q1 | $1.21M | Sell |
8,214
-357
| -4% | -$54K | 0.17% | 55 |
|
|
2017
Q4 | $1.26M | Sell |
8,571
-418
| -5% | -$60.8K | 0.18% | 57 |
|
|
2017
Q3 | $1.25M | Sell |
8,989
-1,468
| -14% | -$205K | 0.19% | 56 |
|
|
2017
Q2 | $1.54M | Hold |
10,457
| – | – | 0.24% | 53 |
|
|
2017
Q1 | $1.74M | Hold |
10,457
| – | – | 0.28% | 50 |
|
|
2016
Q4 | $1.66M | Sell |
10,457
-1,595
| -13% | -$243K | 0.3% | 51 |
|
|
2016
Q3 | $1.83M | Hold |
12,052
| – | – | 0.3% | 52 |
|
|
2016
Q2 | $1.75M | Buy |
12,052
+732
| +6% | +$105K | 0.31% | 54 |
|
|
2016
Q1 | $1.64M | Buy |
11,320
+2,480
| +28% | +$317K | 0.29% | 58 |
|
|
2015
Q4 | $1.16M | Buy |
8,840
+44
| +0.5% | +$5.91K | 0.21% | 63 |
|
|
2015
Q3 | $1.22M | Buy |
8,796
+105
| +1% | +$15.5K | 0.23% | 59 |
|
|
2015
Q2 | $1.35M | Hold |
8,691
| – | – | 0.23% | 58 |
|
|
2015
Q1 | $1.33M | Sell |
8,691
-105
| -1% | -$15.9K | 0.22% | 57 |
|
|
2014
Q4 | $1.35M | Buy |
8,796
+1,360
| +18% | +$216K | 0.22% | 56 |
|
|
2014
Q3 | $1.35M | Sell |
7,436
-1,360
| -15% | -$248K | 0.23% | 55 |
|
|
2014
Q2 | $1.52M | Hold |
8,796
| – | – | 0.25% | 54 |
|
|
2014
Q1 | $1.62M | Hold |
8,796
| – | – | 0.28% | 51 |
|
|
2013
Q4 | $1.58M | Hold |
8,796
| – | – | 0.27% | 52 |
|
|
2013
Q3 | $1.56M | Hold |
8,796
| – | – | 0.3% | 52 |
|
|
2013
Q2 | $1.61M | Buy |
+8,796
| New | +$1.71M | 0.34% | 50 |
|
Other funds holding IBM
