Accredited Investors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.05M | Buy |
3,576
+7
| +0.2% | +$2.06K | 0.06% | 94 |
|
2025
Q1 | $887K | Sell |
3,569
-436
| -11% | -$108K | 0.06% | 98 |
|
2024
Q4 | $880K | Buy |
4,005
+30
| +0.8% | +$6.6K | 0.05% | 94 |
|
2024
Q3 | $879K | Sell |
3,975
-93
| -2% | -$20.6K | 0.05% | 100 |
|
2024
Q2 | $704K | Sell |
4,068
-29
| -0.7% | -$5.02K | 0.04% | 102 |
|
2024
Q1 | $782K | Sell |
4,097
-210
| -5% | -$40.1K | 0.05% | 100 |
|
2023
Q4 | $704K | Buy |
4,307
+931
| +28% | +$152K | 0.05% | 103 |
|
2023
Q3 | $474K | Buy |
3,376
+282
| +9% | +$39.6K | 0.04% | 116 |
|
2023
Q2 | $414K | Sell |
3,094
-154
| -5% | -$20.6K | 0.03% | 123 |
|
2023
Q1 | $426K | Sell |
3,248
-10
| -0.3% | -$1.31K | 0.03% | 119 |
|
2022
Q4 | $459K | Sell |
3,258
-198
| -6% | -$27.9K | 0.04% | 109 |
|
2022
Q3 | $411K | Buy |
3,456
+919
| +36% | +$109K | 0.05% | 108 |
|
2022
Q2 | $358K | Sell |
2,537
-1,338
| -35% | -$189K | 0.04% | 123 |
|
2022
Q1 | $504K | Sell |
3,875
-4
| -0.1% | -$520 | 0.05% | 110 |
|
2021
Q4 | $518K | Sell |
3,879
-361
| -9% | -$48.2K | 0.05% | 108 |
|
2021
Q3 | $563K | Sell |
4,240
-402
| -9% | -$53.4K | 0.06% | 97 |
|
2021
Q2 | $651K | Buy |
4,642
+177
| +4% | +$24.8K | 0.07% | 88 |
|
2021
Q1 | $569K | Sell |
4,465
-506
| -10% | -$64.5K | 0.08% | 91 |
|
2020
Q4 | $598K | Sell |
4,971
-204
| -4% | -$24.5K | 0.1% | 84 |
|
2020
Q3 | $602K | Sell |
5,175
-1,025
| -17% | -$119K | 0.13% | 76 |
|
2020
Q2 | $716K | Buy |
6,200
+544
| +10% | +$62.8K | 0.15% | 67 |
|
2020
Q1 | $600K | Buy |
5,656
+516
| +10% | +$54.7K | 0.14% | 69 |
|
2019
Q4 | $659K | Buy |
5,140
+576
| +13% | +$73.8K | 0.11% | 75 |
|
2019
Q3 | $634K | Hold |
4,564
| – | – | 0.12% | 73 |
|
2019
Q2 | $602K | Hold |
4,564
| – | – | 0.12% | 72 |
|
2019
Q1 | $616K | Buy |
4,564
+118
| +3% | +$15.9K | 0.12% | 72 |
|
2018
Q4 | $483K | Buy |
4,446
+991
| +29% | +$108K | 0.11% | 72 |
|
2018
Q3 | $499K | Sell |
3,455
-209
| -6% | -$30.2K | 0.12% | 66 |
|
2018
Q2 | $489K | Sell |
3,664
-607
| -14% | -$81K | 0.13% | 61 |
|
2018
Q1 | $626K | Buy |
4,271
+633
| +17% | +$92.8K | 0.17% | 50 |
|
2017
Q4 | $534K | Sell |
3,638
-8,453
| -70% | -$1.24M | 0.15% | 59 |
|
2017
Q3 | $1.68M | Buy |
12,091
+8,624
| +249% | +$1.2M | 0.46% | 25 |
|
2017
Q2 | $510K | Sell |
3,467
-2,225
| -39% | -$327K | 0.13% | 51 |
|
2017
Q1 | $948K | Buy |
5,692
+100
| +2% | +$16.7K | 0.24% | 32 |
|
2016
Q4 | $887K | Sell |
5,592
-675
| -11% | -$107K | 0.23% | 32 |
|
2016
Q3 | $952K | Sell |
6,267
-310
| -5% | -$47.1K | 0.26% | 28 |
|
2016
Q2 | $954K | Sell |
6,577
-2
| -0% | -$290 | 0.26% | 29 |
|
2016
Q1 | $953K | Sell |
6,579
-156
| -2% | -$22.6K | 0.24% | 29 |
|
2015
Q4 | $887K | Buy |
6,735
+20
| +0.3% | +$2.63K | 0.22% | 30 |
|
2015
Q3 | $931K | Buy |
6,715
+36
| +0.5% | +$4.99K | 0.25% | 31 |
|
2015
Q2 | $1.04M | Sell |
6,679
-32
| -0.5% | -$4.98K | 0.27% | 26 |
|
2015
Q1 | $1.03M | Hold |
6,711
| – | – | 0.26% | 26 |
|
2014
Q4 | $1.03M | Sell |
6,711
-3,088
| -32% | -$474K | 0.3% | 25 |
|
2014
Q3 | $1.78M | Buy |
9,799
+3,074
| +46% | +$558K | 0.54% | 17 |
|
2014
Q2 | $1.15M | Buy |
6,725
+448
| +7% | +$76.3K | 0.37% | 22 |
|
2014
Q1 | $1.16M | Buy |
6,277
+1,977
| +46% | +$364K | 0.39% | 22 |
|
2013
Q4 | $772K | Sell |
4,300
-113
| -3% | -$20.3K | 0.27% | 24 |
|
2013
Q3 | $782K | Sell |
4,413
-1,977
| -31% | -$350K | 0.29% | 24 |
|
2013
Q2 | $1.17M | Buy |
+6,390
| New | +$1.17M | 0.46% | 19 |
|