Wood Asset Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-4,519
| Closed | -$783K | – | 58 |
|
|
2014
Q2 | $783K | Sell |
4,519
-8,395
| -65% | -$1.45M | 0.27% | 58 |
|
|
2014
Q1 | $2.38M | Sell |
12,914
-1,042
| -7% | -$192K | 0.76% | 52 |
|
|
2013
Q4 | $2.5M | Sell |
13,956
-25,090
| -64% | -$4.5M | 0.72% | 53 |
|
|
2013
Q3 | $6.91M | Sell |
39,046
-5,291
| -12% | -$937K | 1.97% | 22 |
|
|
2013
Q2 | $8.1M | Buy |
+44,337
| New | +$8.1M | 2.15% | 13 |
|