Willingdon Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $3.98M | Sell |
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|
2019
Q4 | $5M | Sell |
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|
2019
Q3 | $5.45M | Buy |
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|
2019
Q2 | $5.14M | Sell |
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|
2019
Q1 | $5.26M | Buy |
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|
2018
Q4 | $4.16M | Sell |
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|
2018
Q3 | $5.75M | Buy |
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|
2018
Q2 | $2.95M | Buy |
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|
2018
Q1 | $3.14M | Buy |
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|
2017
Q4 | $1.78M | Buy |
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|
2017
Q3 | $1.27M | Buy |
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|
2017
Q2 | $1.24M | Buy |
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|
2017
Q1 | $558K | Buy |
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|
2016
Q4 | $494K | Buy |
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|
2016
Q3 | $470K | Sell |
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|
2016
Q2 | $545K | Buy |
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|
2016
Q1 | $234K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $256K | Sell |
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|
2014
Q3 | $1.71M | Buy |
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|
2014
Q2 | $1.17M | Sell |
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|
2014
Q1 | $2.17M | Buy |
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|
2013
Q4 | $2.1M | Buy |
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