Almanack Investment Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Buy |
14,713
+13,095
| +809% | +$3.86M | 0.69% | 27 |
|
|
2025
Q1 | $402K | Sell |
1,618
-267
| -14% | -$66.4K | 0.08% | 104 |
|
|
2024
Q4 | $414K | Sell |
1,885
-196
| -9% | -$43.1K | 0.06% | 122 |
|
|
2024
Q3 | $460K | Buy |
2,081
+97
| +5% | +$21.4K | 0.07% | 113 |
|
|
2024
Q2 | $343K | Sell |
1,984
-81
| -4% | -$14K | 0.06% | 132 |
|
|
2024
Q1 | $394K | Buy |
2,065
+119
| +6% | +$22.7K | 0.07% | 118 |
|
|
2023
Q4 | $318K | Hold |
1,946
| – | – | 0.06% | 121 |
|
|
2023
Q3 | $273K | Sell |
1,946
-68
| -3% | -$9.54K | 0.05% | 125 |
|
|
2023
Q2 | $269K | Sell |
2,014
-52
| -3% | -$6.96K | 0.05% | 138 |
|
|
2023
Q1 | $271K | Hold |
2,066
| – | – | 0.05% | 139 |
|
|
2022
Q4 | $291K | Sell |
2,066
-3,547
| -63% | -$500K | 0.06% | 135 |
|
|
2022
Q3 | $667K | Buy |
5,613
+1,194
| +27% | +$142K | 0.13% | 68 |
|
|
2022
Q2 | $624K | Sell |
4,419
-287
| -6% | -$40.5K | 0.06% | 194 |
|
|
2022
Q1 | $612K | Sell |
4,706
-109
| -2% | -$14.2K | 0.05% | 228 |
|
|
2021
Q4 | $644K | Sell |
4,815
-321
| -6% | -$42.9K | 0.05% | 218 |
|
|
2021
Q3 | $682K | Sell |
5,136
-317
| -6% | -$42.1K | 0.06% | 199 |
|
|
2021
Q2 | $764K | Sell |
5,453
-571
| -9% | -$80K | 0.07% | 166 |
|
|
2021
Q1 | $767K | Buy |
6,024
+567
| +10% | +$72.2K | 0.08% | 167 |
|
|
2020
Q4 | $657K | Buy |
5,457
+1,701
| +45% | +$205K | 0.08% | 167 |
|
|
2020
Q3 | $429K | Buy |
3,756
+438
| +13% | +$50K | 0.05% | 235 |
|
|
2020
Q2 | $383K | Buy |
3,318
+445
| +15% | +$51.4K | 0.07% | 152 |
|
|
2020
Q1 | $305K | Sell |
2,873
-773
| -21% | -$82.1K | 0.07% | 177 |
|
|
2019
Q4 | $467K | Sell |
3,646
-104
| -3% | -$13.3K | 0.09% | 108 |
|
|
2019
Q3 | $521K | Sell |
3,750
-76
| -2% | -$10.6K | 0.1% | 114 |
|
|
2019
Q2 | $505K | Buy |
3,826
+22
| +0.6% | +$2.9K | 0.12% | 95 |
|
|
2019
Q1 | $513K | Buy |
3,804
+89
| +2% | +$12K | 0.15% | 68 |
|
|
2018
Q4 | $404K | Buy |
3,715
+6
| +0.2% | +$652 | 0.12% | 89 |
|
|
2018
Q3 | $443K | Buy |
+3,709
| New | +$443K | 0.12% | 95 |
|
|
2017
Q2 | – | Sell |
-1,409
| Closed | -$235K | – | 191 |
|
|
2017
Q1 | $235K | Buy |
+1,409
| New | +$235K | 0.18% | 87 |
|