Wealthstreet Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $151K | Hold |
1,160
| – | – | 4.07% | 7 |
|
|
2021
Q4 | $155K | Buy |
1,160
+156
| +16% | +$20.8K | 3.82% | 8 |
|
|
2021
Q3 | $133K | Sell |
1,004
-2,416
| -71% | -$320K | 3.67% | 8 |
|
|
2021
Q2 | $480K | Sell |
3,420
-79,900
| -96% | -$11.2M | 2.49% | 11 |
|
|
2021
Q1 | $10.6M | Buy |
83,320
+11,087
| +15% | +$1.41M | 1.04% | 24 |
|
|
2020
Q4 | $8.69M | Sell |
72,233
-6,302
| -8% | -$758K | 0.88% | 27 |
|
|
2020
Q3 | $9.13M | Buy |
78,535
+8,734
| +13% | +$1.02M | 1.02% | 24 |
|
|
2020
Q2 | $8.06M | Buy |
69,801
+10,641
| +18% | +$1.23M | 0.99% | 23 |
|
|
2020
Q1 | $6.27M | Sell |
59,160
-6,668
| -10% | -$707K | 0.93% | 29 |
|
|
2019
Q4 | $8.44M | Buy |
65,828
+13,701
| +26% | +$1.76M | 0.98% | 26 |
|
|
2019
Q3 | $6.67M | Buy |
52,127
+18,373
| +54% | +$2.35M | 0.85% | 34 |
|
|
2019
Q2 | $4.45M | Sell |
33,754
-1,384
| -4% | -$182K | 0.58% | 47 |
|
|
2019
Q1 | $4.74M | Sell |
35,138
-1,833
| -5% | -$247K | 0.63% | 45 |
|
|
2018
Q4 | $4.75M | Sell |
36,971
-1,666
| -4% | -$214K | 0.67% | 41 |
|
|
2018
Q3 | $5.59M | Sell |
38,637
-3,063
| -7% | -$443K | 0.69% | 41 |
|
|
2018
Q2 | $5.57M | Sell |
41,700
-1,756
| -4% | -$235K | 0.74% | 35 |
|
|
2018
Q1 | $6.38M | Buy |
43,456
+1,935
| +5% | +$284K | 0.8% | 31 |
|
|
2017
Q4 | $6.09M | Buy |
+41,521
| New | +$6.09M | 0.74% | 30 |
|