YorkBridge Wealth Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $686K | Hold |
4,868
| – | – | 0.17% | 105 |
|
|
2022
Q3 | $578K | Buy |
4,868
+45
| +0.9% | +$5.34K | 0.15% | 112 |
|
|
2022
Q2 | $681K | Hold |
4,823
| – | – | 0.18% | 104 |
|
|
2022
Q1 | $627K | Hold |
4,823
| – | – | 0.14% | 119 |
|
|
2021
Q4 | $645K | Sell |
4,823
-1,686
| -26% | -$225K | 0.14% | 119 |
|
|
2021
Q3 | $865K | Buy |
6,509
+352
| +6% | +$46.8K | 0.22% | 91 |
|
|
2021
Q2 | $863K | Sell |
6,157
-24
| -0.4% | -$3.36K | 0.23% | 86 |
|
|
2021
Q1 | $787K | Sell |
6,181
-87
| -1% | -$11.1K | 0.23% | 82 |
|
|
2020
Q4 | $754K | Buy |
6,268
+17
| +0.3% | +$2.05K | 0.25% | 83 |
|
|
2020
Q3 | $727K | Sell |
6,251
-10
| -0.2% | -$1.16K | 0.31% | 73 |
|
|
2020
Q2 | $723K | Sell |
6,261
-999
| -14% | -$115K | 0.33% | 69 |
|
|
2020
Q1 | $770K | Sell |
7,260
-1,022
| -12% | -$108K | 0.47% | 62 |
|
|
2019
Q4 | $1.06M | Sell |
8,282
-24
| -0.3% | -$3.08K | 0.49% | 62 |
|
|
2019
Q3 | $1.16M | Sell |
8,306
-837
| -9% | -$116K | 0.58% | 53 |
|
|
2019
Q2 | $1.21M | Hold |
9,143
| – | – | 0.54% | 54 |
|
|
2019
Q1 | $1.23M | Sell |
9,143
-505
| -5% | -$68.1K | 0.57% | 53 |
|
|
2018
Q4 | $1.05M | Sell |
9,648
-262
| -3% | -$28.5K | 0.55% | 52 |
|
|
2018
Q3 | $1.45M | Sell |
9,910
-197
| -2% | -$28.8K | 0.66% | 41 |
|
|
2018
Q2 | $1.35M | Buy |
10,107
+163
| +2% | +$21.8K | 0.59% | 45 |
|
|
2018
Q1 | $1.5M | Buy |
9,944
+777
| +8% | +$117K | 0.69% | 38 |
|
|
2017
Q4 | $1.34M | Sell |
9,167
-158
| -2% | -$23K | 0.65% | 41 |
|
|
2017
Q3 | $1.29M | Buy |
9,325
+105
| +1% | +$14.6K | 0.67% | 41 |
|
|
2017
Q2 | $1.37M | Buy |
9,220
+52
| +0.6% | +$7.73K | 0.73% | 38 |
|
|
2017
Q1 | $1.4M | Sell |
9,168
-905
| -9% | -$138K | 0.73% | 34 |
|
|
2016
Q4 | $1.57M | Buy |
+10,073
| New | +$1.57M | 0.93% | 25 |
|