Waddell & Reed Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,867
| Closed | -$378K | – | 484 |
|
|
2019
Q2 | $378K | Buy |
2,867
+25
| +0.9% | +$3.3K | ﹤0.01% | 466 |
|
|
2019
Q1 | $383K | Buy |
+2,842
| New | +$383K | ﹤0.01% | 474 |
|
|
2018
Q3 | – | Sell |
-3,027
| Closed | -$404K | – | 552 |
|
|
2018
Q2 | $404K | Buy |
3,027
+307
| +11% | +$41K | ﹤0.01% | 531 |
|
|
2018
Q1 | $399K | Buy |
+2,720
| New | +$399K | ﹤0.01% | 517 |
|
|
2014
Q4 | – | Sell |
-57,530
| Closed | -$10.4M | – | 571 |
|
|
2014
Q3 | $10.4M | Buy |
+57,530
| New | +$10.4M | 0.01% | 402 |
|
|
2014
Q1 | – | Sell |
-645,696
| Closed | -$116M | – | 557 |
|
|
2013
Q4 | $116M | Buy |
645,696
+1,841
| +0.3% | +$330K | 0.19% | 141 |
|
|
2013
Q3 | $114M | Buy |
643,855
+4,310
| +0.7% | +$763K | 0.22% | 118 |
|
|
2013
Q2 | $117M | Buy |
+639,545
| New | +$117M | 0.24% | 100 |
|