Veritable’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-37,558
| Closed | -$5.03M | – | 367 |
|
|
2023
Q2 | $5.03M | Sell |
37,558
-14,608
| -28% | -$1.95M | 0.08% | 118 |
|
|
2023
Q1 | $6.84M | Sell |
52,166
-2,464
| -5% | -$323K | 0.11% | 93 |
|
|
2022
Q4 | $7.7M | Buy |
54,630
+3,837
| +8% | +$541K | 0.13% | 80 |
|
|
2022
Q3 | $6.04M | Sell |
50,793
-673
| -1% | -$80K | 0.12% | 93 |
|
|
2022
Q2 | $7.27M | Buy |
51,466
+492
| +1% | +$69.5K | 0.13% | 89 |
|
|
2022
Q1 | $6.63M | Buy |
50,974
+7,547
| +17% | +$981K | 0.1% | 109 |
|
|
2021
Q4 | $5.8M | Sell |
43,427
-4,542
| -9% | -$607K | 0.09% | 123 |
|
|
2021
Q3 | $6.37M | Buy |
47,969
+8,891
| +23% | +$1.18M | 0.1% | 107 |
|
|
2021
Q2 | $5.48M | Buy |
39,078
+2,999
| +8% | +$420K | 0.09% | 123 |
|
|
2021
Q1 | $4.6M | Buy |
36,079
+4,606
| +15% | +$587K | 0.08% | 130 |
|
|
2020
Q4 | $3.79M | Sell |
31,473
-5,349
| -15% | -$644K | 0.07% | 133 |
|
|
2020
Q3 | $4.28M | Sell |
36,822
-20
| -0.1% | -$2.33K | 0.09% | 120 |
|
|
2020
Q2 | $4.25M | Sell |
36,842
-3,982
| -10% | -$460K | 0.09% | 115 |
|
|
2020
Q1 | $4.33M | Sell |
40,824
-6,671
| -14% | -$708K | 0.11% | 103 |
|
|
2019
Q4 | $6.09M | Buy |
47,495
+1,143
| +2% | +$146K | 0.11% | 108 |
|
|
2019
Q3 | $6.44M | Sell |
46,352
-4,232
| -8% | -$588K | 0.13% | 97 |
|
|
2019
Q2 | $6.67M | Buy |
50,584
+1,995
| +4% | +$263K | 0.13% | 98 |
|
|
2019
Q1 | $6.55M | Buy |
48,589
+585
| +1% | +$78.9K | 0.13% | 99 |
|
|
2018
Q4 | $5.22M | Sell |
48,004
-890
| -2% | -$96.7K | 0.12% | 106 |
|
|
2018
Q3 | $7.07M | Sell |
48,894
-6,195
| -11% | -$896K | 0.14% | 89 |
|
|
2018
Q2 | $7.36M | Buy |
55,089
+1,793
| +3% | +$239K | 0.15% | 83 |
|
|
2018
Q1 | $7.82M | Sell |
53,296
-4,115
| -7% | -$604K | 0.17% | 81 |
|
|
2017
Q4 | $8.42M | Sell |
57,411
-2,939
| -5% | -$431K | 0.17% | 81 |
|
|
2017
Q3 | $8.37M | Sell |
60,350
-5,585
| -8% | -$775K | 0.18% | 85 |
|
|
2017
Q2 | $9.7M | Sell |
65,935
-2,810
| -4% | -$413K | 0.22% | 74 |
|
|
2017
Q1 | $11.4M | Sell |
68,745
-1,482
| -2% | -$247K | 0.27% | 53 |
|
|
2016
Q4 | $11.1M | Sell |
70,227
-3,483
| -5% | -$553K | 0.27% | 52 |
|
|
2016
Q3 | $11.2M | Buy |
73,710
+3,737
| +5% | +$568K | 0.28% | 51 |
|
|
2016
Q2 | $10.2M | Buy |
69,973
+4,430
| +7% | +$643K | 0.26% | 53 |
|
|
2016
Q1 | $9.49M | Sell |
65,543
-2,531
| -4% | -$366K | 0.25% | 56 |
|
|
2015
Q4 | $8.96M | Buy |
68,074
+2,339
| +4% | +$308K | 0.25% | 59 |
|
|
2015
Q3 | $9.11M | Buy |
65,735
+129
| +0.2% | +$17.9K | 0.27% | 57 |
|
|
2015
Q2 | $10.2M | Sell |
65,606
-5,057
| -7% | -$786K | 0.28% | 53 |
|
|
2015
Q1 | $10.8M | Buy |
70,663
+126
| +0.2% | +$19.3K | 0.23% | 70 |
|
|
2014
Q4 | $10.8M | Sell |
70,537
-1,039
| -1% | -$159K | 0.22% | 75 |
|
|
2014
Q3 | $13M | Sell |
71,576
-3,740
| -5% | -$679K | 0.28% | 59 |
|
|
2014
Q2 | $13.1M | Sell |
75,316
-1,159
| -2% | -$201K | 0.27% | 57 |
|
|
2014
Q1 | $14.1M | Sell |
76,475
-2,574
| -3% | -$474K | 0.31% | 54 |
|
|
2013
Q4 | $14.2M | Sell |
79,049
-5,315
| -6% | -$953K | 0.31% | 52 |
|
|
2013
Q3 | $14.9M | Buy |
84,364
+13,995
| +20% | +$2.48M | 0.35% | 44 |
|
|
2013
Q2 | $12.9M | Buy |
+70,369
| New | +$12.9M | 0.31% | 53 |
|