ARMC
American Research & Management Company’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $12.5M | Sell |
105,520
-3,600
| -3% | -$428K | 3.46% | 3 |
|
|
2022
Q2 | $15.4M | Sell |
109,120
-1,200
| -1% | -$169K | 3.96% | 2 |
|
|
2022
Q1 | $14.3M | Sell |
110,320
-2,195
| -2% | -$285K | 3.16% | 4 |
|
|
2021
Q4 | $15M | Sell |
112,515
-905
| -0.8% | -$121K | 3.25% | 3 |
|
|
2021
Q3 | $15.8M | Sell |
113,420
-3,050
| -3% | -$424K | 3.64% | 2 |
|
|
2021
Q2 | $17.1M | Sell |
116,470
-2,347
| -2% | -$344K | 3.89% | 1 |
|
|
2021
Q1 | $15.8M | Sell |
118,817
-3,563
| -3% | -$475K | 3.82% | 1 |
|
|
2020
Q4 | $15.4M | Sell |
122,380
-3,290
| -3% | -$414K | 4.01% | 2 |
|
|
2020
Q3 | $15.3M | Sell |
125,670
-309
| -0.2% | -$37.6K | 4.47% | 2 |
|
|
2020
Q2 | $15.2M | Hold |
125,979
| – | – | 4.62% | 1 |
|
|
2020
Q1 | $14M | Sell |
125,979
-6,063
| -5% | -$673K | 5.31% | 1 |
|
|
2019
Q4 | $17.7M | Sell |
132,042
-3,060
| -2% | -$410K | 5.24% | 1 |
|
|
2019
Q3 | $19.6M | Sell |
135,102
-2,215
| -2% | -$322K | 5.91% | 1 |
|
|
2019
Q2 | $18.9M | Sell |
137,317
-2,938
| -2% | -$405K | 5.67% | 1 |
|
|
2019
Q1 | $19.8M | Sell |
140,255
-3,358
| -2% | -$474K | 5.65% | 1 |
|
|
2018
Q4 | $16.3M | Sell |
143,613
-10,724
| -7% | -$1.22M | 5.5% | 1 |
|
|
2018
Q3 | $23.3M | Sell |
154,337
-2,295
| -1% | -$347K | 6.93% | 1 |
|
|
2018
Q2 | $21.9M | Sell |
156,632
-115
| -0.1% | -$16.1K | 7.6% | 1 |
|
|
2018
Q1 | $24.1M | Sell |
156,747
-2,752
| -2% | -$422K | 7.9% | 1 |
|
|
2017
Q4 | $24.5M | Sell |
159,499
-5,455
| -3% | -$837K | 7.55% | 1 |
|
|
2017
Q3 | $23.9M | Sell |
164,954
-709
| -0.4% | -$103K | 7.75% | 1 |
|
|
2017
Q2 | $25.5M | Sell |
165,663
-5,505
| -3% | -$847K | 8.37% | 1 |
|
|
2017
Q1 | $29.8M | Sell |
171,168
-3,914
| -2% | -$682K | 10.6% | 1 |
|
|
2016
Q4 | $29.1M | Buy |
175,082
+5,005
| +3% | +$831K | 9.96% | 1 |
|
|
2016
Q3 | $27M | Buy |
170,077
+98,270
| +137% | +$15.6M | 9.85% | 1 |
|
|
2016
Q2 | $10.9M | Buy |
71,807
+6,300
| +10% | +$956K | 4.19% | 3 |
|
|
2016
Q1 | $9.92M | Sell |
65,507
-405
| -0.6% | -$61.3K | 4.17% | 1 |
|
|
2015
Q4 | $9.07M | Sell |
65,912
-787
| -1% | -$108K | 3.88% | 3 |
|
|
2015
Q3 | $9.67M | Sell |
66,699
-1,005
| -1% | -$146K | 4.23% | 1 |
|
|
2015
Q2 | $11M | Sell |
67,704
-762
| -1% | -$124K | 4.47% | 1 |
|
|
2015
Q1 | $11M | Sell |
68,466
-400
| -0.6% | -$64.2K | 4.47% | 1 |
|
|
2014
Q4 | $11M | Sell |
68,866
-670
| -1% | -$107K | 4.08% | 2 |
|
|
2014
Q3 | $13.2M | Sell |
69,536
-941
| -1% | -$179K | 4.76% | 2 |
|
|
2014
Q2 | $12.8M | Sell |
70,477
-128
| -0.2% | -$23.2K | 4.44% | 2 |
|
|
2014
Q1 | $13.6M | Sell |
70,605
-215
| -0.3% | -$41.4K | 4.84% | 2 |
|
|
2013
Q4 | $13.3M | Sell |
70,820
-45
| -0.1% | -$8.44K | 4.74% | 2 |
|
|
2013
Q3 | $13.1M | Buy |
70,865
+115
| +0.2% | +$21.3K | 5.2% | 1 |
|
|
2013
Q2 | $13.5M | Buy |
+70,750
| New | +$13.5M | 5.43% | 1 |
|