Titus Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $830K | Buy |
5,879
+1,284
| +28% | +$181K | 0.42% | 42 |
|
|
2022
Q1 | $598K | Hold |
4,595
| – | – | 0.27% | 66 |
|
|
2021
Q4 | $614K | Buy |
4,595
+2,800
| +156% | +$374K | 0.28% | 62 |
|
|
2021
Q3 | $238K | Buy |
1,795
+11
| +0.6% | +$1.46K | 0.13% | 140 |
|
|
2021
Q2 | $250K | Buy |
1,784
+160
| +10% | +$22.4K | 0.14% | 130 |
|
|
2021
Q1 | $207K | Sell |
1,624
-2,641
| -62% | -$337K | 0.12% | 136 |
|
|
2020
Q4 | $513K | Buy |
4,265
+639
| +18% | +$76.9K | 0.32% | 59 |
|
|
2020
Q3 | $422K | Sell |
3,626
-784
| -18% | -$91.2K | 0.3% | 61 |
|
|
2020
Q2 | $509K | Sell |
4,410
-52
| -1% | -$6K | 0.4% | 48 |
|
|
2020
Q1 | $473K | Sell |
4,462
-537
| -11% | -$56.9K | 0.45% | 46 |
|
|
2019
Q4 | $641K | Sell |
4,999
-737
| -13% | -$94.5K | 0.64% | 39 |
|
|
2019
Q3 | $797K | Buy |
5,736
+54
| +1% | +$7.5K | 0.73% | 29 |
|
|
2019
Q2 | $749K | Sell |
5,682
-34
| -0.6% | -$4.48K | 0.74% | 31 |
|
|
2019
Q1 | $771 | Buy |
5,716
+58
| +1% | +$8 | 0.68% | 30 |
|
|
2018
Q4 | $620 | Buy |
5,658
+100
| +2% | +$11 | 0.53% | 28 |
|
|
2018
Q3 | $804K | Buy |
5,558
+300
| +6% | +$43.4K | 0.69% | 27 |
|
|
2018
Q2 | $702K | Buy |
5,258
+317
| +6% | +$42.3K | 0.75% | 23 |
|
|
2018
Q1 | $725K | Buy |
4,941
+16
| +0.3% | +$2.35K | 0.7% | 26 |
|
|
2017
Q4 | $722K | Buy |
+4,925
| New | +$722K | 0.82% | 24 |
|