Wedgewood Investors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,135
| Closed | -$310K | – | 130 |
|
|
2016
Q2 | $310K | Hold |
2,135
| – | – | 0.3% | 78 |
|
|
2016
Q1 | $309K | Hold |
2,135
| – | – | 0.31% | 76 |
|
|
2015
Q4 | $281K | Hold |
2,135
| – | – | 0.28% | 81 |
|
|
2015
Q3 | $296K | Hold |
2,135
| – | – | 0.3% | 79 |
|
|
2015
Q2 | $332K | Hold |
2,135
| – | – | 0.32% | 77 |
|
|
2015
Q1 | $328K | Hold |
2,135
| – | – | 0.32% | 77 |
|
|
2014
Q4 | $327K | Buy |
2,135
+52
| +2% | +$7.96K | 0.32% | 77 |
|
|
2014
Q3 | $378K | Hold |
2,083
| – | – | 0.39% | 65 |
|
|
2014
Q2 | $361K | Buy |
2,083
+537
| +35% | +$93.1K | 0.37% | 69 |
|
|
2014
Q1 | $285K | Buy |
1,546
+97
| +7% | +$17.9K | 0.31% | 82 |
|
|
2013
Q4 | $260K | Hold |
1,449
| – | – | 0.29% | 92 |
|
|
2013
Q3 | $256K | Hold |
1,449
| – | – | 0.3% | 89 |
|
|
2013
Q2 | $265K | Buy |
+1,449
| New | +$265K | 0.34% | 82 |
|