Abbot Financial Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Hold |
1,431
| – | – | 0.19% | 106 |
|
|
2025
Q1 | $356K | Buy |
1,431
+11
| +0.8% | +$2.74K | 0.18% | 107 |
|
|
2024
Q4 | $312K | Hold |
1,420
| – | – | 0.16% | 113 |
|
|
2024
Q3 | $314K | Sell |
1,420
-100
| -7% | -$22.1K | 0.16% | 112 |
|
|
2024
Q2 | $263K | Hold |
1,520
| – | – | 0.14% | 114 |
|
|
2024
Q1 | $290K | Hold |
1,520
| – | – | 0.16% | 107 |
|
|
2023
Q4 | $249K | Sell |
1,520
-125
| -8% | -$20.4K | 0.15% | 108 |
|
|
2023
Q3 | $231K | Hold |
1,645
| – | – | 0.16% | 109 |
|
|
2023
Q2 | $220K | Buy |
+1,645
| New | +$220K | 0.14% | 108 |
|
|
2021
Q1 | – | Sell |
-1,851
| Closed | -$223K | – | 134 |
|
|
2020
Q4 | $223K | Sell |
1,851
-262
| -12% | -$31.6K | 0.13% | 113 |
|
|
2020
Q3 | $246K | Sell |
2,113
-251
| -11% | -$29.2K | 0.16% | 98 |
|
|
2020
Q2 | $273K | Sell |
2,364
-1,098
| -32% | -$127K | 0.19% | 95 |
|
|
2020
Q1 | $367K | Sell |
3,462
-63
| -2% | -$6.68K | 0.3% | 74 |
|
|
2019
Q4 | $452K | Sell |
3,525
-1,903
| -35% | -$244K | 0.29% | 81 |
|
|
2019
Q3 | $755K | Sell |
5,428
-209
| -4% | -$29.1K | 0.54% | 61 |
|
|
2019
Q2 | $743K | Sell |
5,637
-104
| -2% | -$13.7K | 0.54% | 63 |
|
|
2019
Q1 | $774K | Hold |
5,741
| – | – | 0.6% | 60 |
|
|
2018
Q4 | $624K | Sell |
5,741
-1,644
| -22% | -$179K | 0.55% | 59 |
|
|
2018
Q3 | $1.07M | Hold |
7,385
| – | – | 0.79% | 45 |
|
|
2018
Q2 | $986K | Buy |
7,385
+4,924
| +200% | +$657K | 0.78% | 45 |
|
|
2018
Q1 | $361K | Hold |
2,461
| – | – | 0.29% | 78 |
|
|
2017
Q4 | $361K | Sell |
2,461
-39
| -2% | -$5.72K | 0.29% | 78 |
|
|
2017
Q3 | $373K | Sell |
2,500
-427
| -15% | -$63.7K | 0.31% | 76 |
|
|
2017
Q2 | $430K | Buy |
+2,927
| New | +$430K | 0.39% | 73 |
|