WealthSource Partners’s IBM IBM Stock Holding History

WealthSource Partners’s Portfolio IBM Stock Details IBM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$574K	Sell	3,507 -435	-11%	-$71.1K	0.04%	291
2023 Q3	$553K	Buy	3,942 +271	+7%	+$38K	0.04%	288
2023 Q2	$491K	Sell	3,671 -126	-3%	-$16.9K	0.03%	319
2023 Q1	$498K	Sell	3,797 -523	-12%	-$68.6K	0.03%	304
2022 Q4	$609K	Sell	4,320 -54	-1%	-$7.61K	0.04%	269
2022 Q3	$520K	Sell	4,374 -266	-6%	-$31.6K	0.04%	299
2022 Q2	$655K	Sell	4,640 -597	-11%	-$84.3K	0.05%	257
2022 Q1	$681K	Buy	5,237 +152	+3%	+$19.8K	0.05%	284
2021 Q4	$680K	Buy	5,085 +510	+11%	+$68.2K	0.05%	257
2021 Q3	$636K	Sell	4,575 -349	-7%	-$48.5K	0.06%	247
2021 Q2	$722K	Sell	4,924 -2,914	-37%	-$427K	0.06%	214
2021 Q1	$1.04M	Sell	7,838 -192	-2%	-$25.6K	0.1%	150
2020 Q4	$1.01M	Buy	8,030 +911	+13%	+$115K	0.12%	121
2020 Q3	$866K	Buy	7,119 +3,909	+122%	+$476K	0.12%	118
2020 Q2	$388K	Buy	3,210 +10	+0.3%	+$1.21K	0.06%	210
2020 Q1	$355K	Sell	3,200 -1,343	-30%	-$149K	0.06%	215
2019 Q4	$609K	Sell	4,543 -241	-5%	-$32.3K	0.08%	196
2019 Q3	$696K	Buy	4,784 +228	+5%	+$33.2K	0.1%	187
2019 Q2	$628K	Buy	4,556 +1,182	+35%	+$163K	0.1%	197
2019 Q1	$476K	Sell	3,374 -206	-6%	-$29.1K	0.11%	176
2018 Q4	$407K	Sell	3,580 -185	-5%	-$21K	0.12%	174
2018 Q3	$569K	Sell	3,765 -2,991	-44%	-$452K	0.15%	137
2018 Q2	$944K	Buy	6,756 +816	+14%	+$114K	0.26%	89
2018 Q1	$911K	Sell	5,940 -1,595	-21%	-$245K	0.28%	90
2017 Q4	$1.16M	Sell	7,535 -526	-7%	-$80.7K	0.36%	66
2017 Q3	$1.17M	Sell	8,061 -455	-5%	-$66K	0.39%	67
2017 Q2	$1.31M	Sell	8,516 -179	-2%	-$27.5K	0.45%	61
2017 Q1	$1.51M	Sell	8,695 -348	-4%	-$60.6K	0.56%	51
2016 Q4	$1.5M	Buy	9,043 +392	+5%	+$65.1K	0.63%	40
2016 Q3	$1.37M	Buy	8,651 +4,030	+87%	+$640K	0.5%	47
2016 Q2	$701K	Sell	4,621 -124	-3%	-$18.8K	0.26%	79
2016 Q1	$719K	Buy	+4,745	New	+$719K	0.29%	70