Windsor Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $376K | Hold |
2,680
| – | – | 0.07% | 111 |
|
|
2023
Q2 | $359K | Buy |
2,680
+314
| +13% | +$42.1K | 0.06% | 118 |
|
|
2023
Q1 | $310K | Hold |
2,366
| – | – | 0.06% | 126 |
|
|
2022
Q4 | $340K | Buy |
2,366
+21
| +0.9% | +$3.02K | 0.07% | 117 |
|
|
2022
Q3 | $279K | Buy |
2,345
+126
| +6% | +$15K | 0.07% | 120 |
|
|
2022
Q2 | $306K | Buy |
2,219
+8
| +0.4% | +$1.1K | 0.08% | 119 |
|
|
2022
Q1 | $282K | Sell |
2,211
-296
| -12% | -$37.8K | 0.05% | 190 |
|
|
2021
Q4 | $346K | Sell |
2,507
-103
| -4% | -$14.2K | 0.06% | 177 |
|
|
2021
Q3 | $358K | Sell |
2,610
-98
| -4% | -$13.4K | 0.07% | 169 |
|
|
2021
Q2 | $380K | Sell |
2,708
-662
| -20% | -$92.9K | 0.08% | 166 |
|
|
2021
Q1 | $429K | Sell |
3,370
-3,389
| -50% | -$431K | 0.1% | 149 |
|
|
2020
Q4 | $813K | Sell |
6,759
-604
| -8% | -$72.7K | 0.21% | 99 |
|
|
2020
Q3 | $790K | Buy |
7,363
+891
| +14% | +$95.6K | 0.23% | 94 |
|
|
2020
Q2 | $747K | Buy |
6,472
+611
| +10% | +$70.5K | 0.24% | 93 |
|
|
2020
Q1 | $622K | Buy |
5,861
+1,365
| +30% | +$145K | 0.25% | 91 |
|
|
2019
Q4 | $576K | Sell |
4,496
-413
| -8% | -$52.9K | 0.21% | 108 |
|
|
2019
Q3 | $665K | Sell |
4,909
-321
| -6% | -$43.5K | 0.29% | 90 |
|
|
2019
Q2 | $699K | Buy |
5,230
+863
| +20% | +$115K | 0.31% | 92 |
|
|
2019
Q1 | $589K | Buy |
4,367
+549
| +14% | +$74K | 0.33% | 88 |
|
|
2018
Q4 | $415K | Sell |
3,818
-1,252
| -25% | -$136K | 0.28% | 93 |
|
|
2018
Q3 | $733K | Buy |
5,070
+1,434
| +39% | +$207K | 0.48% | 59 |
|
|
2018
Q2 | $486K | Sell |
3,636
-314
| -8% | -$42K | 0.38% | 75 |
|
|
2018
Q1 | $579K | Buy |
3,950
+366
| +10% | +$53.6K | 0.49% | 53 |
|
|
2017
Q4 | $526K | Buy |
+3,584
| New | +$526K | 0.45% | 57 |
|