Altrius Capital 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 | $6.73M | Sell |
22,830
-707
| -3% | -$208K | 1.57% | 27 |
|
|
2025
Q1 | $5.85M | Sell |
23,537
-613
| -3% | -$152K | 1.42% | 29 |
|
|
2024
Q4 | $5.31M | Sell |
24,150
-835
| -3% | -$184K | 1.43% | 30 |
|
|
2024
Q3 | $5.52M | Sell |
24,985
-1,899
| -7% | -$420K | 1.38% | 27 |
|
|
2024
Q2 | $4.65M | Buy |
26,884
+812
| +3% | +$140K | 1.22% | 34 |
|
|
2024
Q1 | $4.98M | Buy |
26,072
+892
| +4% | +$170K | 1.26% | 30 |
|
|
2023
Q4 | $4.12M | Sell |
25,180
-211
| -0.8% | -$34.5K | 1.15% | 36 |
|
|
2023
Q3 | $3.56M | Buy |
25,391
+128
| +0.5% | +$18K | 1.06% | 43 |
|
|
2023
Q2 | $3.38M | Buy |
25,263
+645
| +3% | +$86.3K | 1% | 49 |
|
|
2023
Q1 | $3.23M | Buy |
24,618
+876
| +4% | +$115K | 0.99% | 53 |
|
|
2022
Q4 | $3.35M | Sell |
23,742
-495
| -2% | -$69.7K | 1.05% | 47 |
|
|
2022
Q3 | $2.88M | Sell |
24,237
-8,378
| -26% | -$995K | 1.1% | 46 |
|
|
2022
Q2 | $4.6M | Buy |
+32,615
| New | +$4.6M | 1.5% | 17 |
|