Allen Investment 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 | $4.42M | Hold |
15,000
| – | – | 0.05% | 93 |
|
|
2025
Q1 | $3.73M | Hold |
15,000
| – | – | 0.04% | 95 |
|
|
2024
Q4 | $3.3M | Hold |
15,000
| – | – | 0.04% | 99 |
|
|
2024
Q3 | $3.32M | Hold |
15,000
| – | – | 0.04% | 100 |
|
|
2024
Q2 | $2.59M | Hold |
15,000
| – | – | 0.03% | 110 |
|
|
2024
Q1 | $2.86M | Hold |
15,000
| – | – | 0.04% | 97 |
|
|
2023
Q4 | $2.45M | Hold |
15,000
| – | – | 0.03% | 104 |
|
|
2023
Q3 | $2.1M | Hold |
15,000
| – | – | 0.03% | 103 |
|
|
2023
Q2 | $2.01M | Hold |
15,000
| – | – | 0.03% | 103 |
|
|
2023
Q1 | $1.97M | Hold |
15,000
| – | – | 0.03% | 100 |
|
|
2022
Q4 | $2.11M | Hold |
15,000
| – | – | 0.03% | 95 |
|
|
2022
Q3 | $1.78M | Hold |
15,000
| – | – | 0.03% | 108 |
|
|
2022
Q2 | $2.12M | Hold |
15,000
| – | – | 0.03% | 103 |
|
|
2022
Q1 | $1.95M | Hold |
15,000
| – | – | 0.03% | 114 |
|
|
2021
Q4 | $2.01M | Buy |
+15,000
| New | +$2.01M | 0.03% | 115 |
|
|
2016
Q4 | – | Sell |
-1,413
| Closed | -$215K | – | 215 |
|
|
2016
Q3 | $215K | Hold |
1,413
| – | – | 0.01% | 196 |
|
|
2016
Q2 | $205K | Hold |
1,413
| – | – | 0.01% | 201 |
|
|
2016
Q1 | $205K | Buy |
+1,413
| New | +$205K | 0.02% | 189 |
|
|
2014
Q4 | – | Sell |
-2,255
| Closed | -$409K | – | 239 |
|
|
2014
Q3 | $409K | Sell |
2,255
-4,103
| -65% | -$744K | 0.03% | 140 |
|
|
2014
Q2 | $1.1M | Hold |
6,358
| – | – | 0.12% | 74 |
|
|
2014
Q1 | $1.17M | Sell |
6,358
-68
| -1% | -$12.5K | 0.18% | 67 |
|
|
2013
Q4 | $1.15M | Hold |
6,426
| – | – | 0.24% | 55 |
|
|
2013
Q3 | $1.14M | Buy |
6,426
+419
| +7% | +$74.2K | 0.31% | 42 |
|
|
2013
Q2 | $1.1M | Buy |
+6,007
| New | +$1.1M | 0.42% | 37 |
|