Transamerica Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16
| Closed | -$4K | – | 584 |
|
|
2024
Q3 | $4K | Sell |
16
-1,759
| -99% | -$440K | ﹤0.01% | 362 |
|
|
2024
Q2 | $307K | Hold |
1,775
| – | – | 0.03% | 180 |
|
|
2024
Q1 | $339K | Sell |
1,775
-86
| -5% | -$16.4K | 0.03% | 194 |
|
|
2023
Q4 | $305K | Sell |
1,861
-330
| -15% | -$54.1K | 0.04% | 211 |
|
|
2023
Q3 | $308K | Buy |
2,191
+30
| +1% | +$4.22K | 0.04% | 195 |
|
|
2023
Q2 | $290K | Buy |
2,161
+2,160
| +216,000% | +$290K | 0.04% | 210 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 468 |
|
|
2022
Q4 | $1K | Sell |
1
-33
| -97% | -$33K | ﹤0.01% | 526 |
|
|
2022
Q3 | $4K | Buy |
34
+33
| +3,300% | +$3.88K | ﹤0.01% | 346 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 506 |
|
|
2020
Q3 | – | Sell |
-259
| Closed | -$30K | – | 317 |
|
|
2020
Q2 | $30K | Buy |
+259
| New | +$30K | 0.01% | 214 |
|
|
2019
Q3 | – | Sell |
-1,222
| Closed | -$162K | – | 282 |
|
|
2019
Q2 | $162K | Buy |
+1,222
| New | +$162K | 0.04% | 179 |
|
|
2019
Q1 | – | Sell |
-312
| Closed | -$34K | – | 254 |
|
|
2018
Q4 | $34K | Buy |
312
+35
| +13% | +$3.81K | 0.01% | 242 |
|
|
2018
Q3 | $41K | Buy |
277
+264
| +2,031% | +$39.1K | 0.01% | 238 |
|
|
2018
Q2 | $2K | Sell |
13
-38
| -75% | -$5.85K | ﹤0.01% | 320 |
|
|
2018
Q1 | $8K | Sell |
51
-26
| -34% | -$4.08K | ﹤0.01% | 275 |
|
|
2017
Q4 | $12K | Sell |
77
-96
| -55% | -$15K | ﹤0.01% | 263 |
|
|
2017
Q3 | $24K | Sell |
173
-16
| -8% | -$2.22K | ﹤0.01% | 252 |
|
|
2017
Q2 | $28K | Sell |
189
-50,475
| -100% | -$7.48M | ﹤0.01% | 233 |
|
|
2017
Q1 | $8.44M | Sell |
50,664
-257
| -0.5% | -$42.8K | 1.01% | 23 |
|
|
2016
Q4 | $8.08M | Sell |
50,921
-8,193
| -14% | -$1.3M | 0.96% | 24 |
|
|
2016
Q3 | $8.98M | Buy |
59,114
+5,269
| +10% | +$800K | 0.97% | 21 |
|
|
2016
Q2 | $7.81M | Buy |
53,845
+17,190
| +47% | +$2.49M | 0.79% | 29 |
|
|
2016
Q1 | $5.31M | Buy |
36,655
+4,339
| +13% | +$628K | 0.45% | 49 |
|
|
2015
Q4 | $4.25M | Buy |
32,316
+2,867
| +10% | +$377K | 0.31% | 68 |
|
|
2015
Q3 | $4.08M | Buy |
29,449
+9,527
| +48% | +$1.32M | 0.33% | 54 |
|
|
2015
Q2 | $3.1M | Buy |
19,922
+19,538
| +5,088% | +$3.04M | 0.22% | 91 |
|
|
2015
Q1 | $59K | Sell |
384
-17
| -4% | -$2.61K | ﹤0.01% | 418 |
|
|
2014
Q4 | $62K | Sell |
401
-5,573
| -93% | -$862K | ﹤0.01% | 347 |
|
|
2014
Q3 | $1.09M | Buy |
5,974
+5,041
| +540% | +$916K | 0.1% | 111 |
|
|
2014
Q2 | $162K | Buy |
933
+245
| +36% | +$42.5K | 0.01% | 286 |
|
|
2014
Q1 | $127K | Sell |
688
-128
| -16% | -$23.6K | 0.01% | 285 |
|
|
2013
Q4 | $147K | Buy |
816
+67
| +9% | +$12.1K | 0.02% | 261 |
|
|
2013
Q3 | $133K | Buy |
749
+63
| +9% | +$11.2K | 0.02% | 258 |
|
|
2013
Q2 | $126K | Buy |
+686
| New | +$126K | 0.02% | 227 |
|