Holding/activity history for International Business Machines (IBM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2020 Q1 | 0 | 0 | Sell 100.00% | 3.33 | |
| 2019 Q4 | 22,000 | 3.33 | Add 83.33% | 1.51 | $134.05 |
| 2019 Q3 | 12,000 | 2.90 | Add 66.67% | 1.16 | $145.42 |
| 2019 Q2 | 7,200 | 2.32 | $137.92 | ||
| 2019 Q1 | 7,200 | 3.29 | $141.11 | ||
| 2018 Q4 | 7,200 | 2.82 | $113.61 | ||
| 2018 Q3 | 7,200 | 3.38 | $151.25 | ||
| 2018 Q2 | 7,200 | 3.47 | $139.72 | ||
| 2018 Q1 | 7,200 | 3.82 | $153.47 | ||
| 2017 Q4 | 7,200 | 4.26 | $153.47 | ||
| 2017 Q3 | 7,200 | 3.34 | Buy | 3.34 | $145.14 |
| 2017 Q1 | 0 | 0 | Sell 100.00% | 3.12 | |
| 2016 Q4 | 6,000 | 3.12 | $166.00 | ||
| 2016 Q3 | 6,000 | 3.09 | $158.83 | ||
| 2016 Q2 | 6,000 | 3.20 | $151.83 | ||
| 2016 Q1 | 6,000 | 2.98 | $151.50 | ||
| 2015 Q4 | 6,000 | 2.53 | $137.67 | ||
| 2015 Q3 | 6,000 | 2.75 | $145.00 | ||
| 2015 Q2 | 6,000 | 2.81 | $162.67 | ||
| 2015 Q1 | 6,000 | 2.76 | $160.50 | ||
| 2014 Q4 | 6,000 | 3.01 | Add 50.00% | 1.00 | $160.50 |
| 2014 Q3 | 4,000 | 2.62 | $189.75 | ||
| 2014 Q2 | 4,000 | 2.64 | $181.25 | ||
| 2014 Q1 | 4,000 | 2.76 | $192.50 | ||
| 2013 Q4 | 4,000 | 2.80 | $187.50 | ||
| 2013 Q3 | 4,000 | 2.99 | $185.25 | ||
| 2013 Q2 | 4,000 | 2.41 | Buy | 2.41 | $191.00 |