Americana 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 | $49.7M | Sell |
168,481
-1,157
| -0.7% | -$341K | 1.71% | 10 |
|
2025
Q1 | $42.2M | Buy |
169,638
+868
| +0.5% | +$216K | 1.64% | 11 |
|
2024
Q4 | $37.1M | Buy |
168,770
+101,259
| +150% | +$22.3M | 1.51% | 12 |
|
2024
Q3 | $14.9M | Sell |
67,511
-827
| -1% | -$183K | 1.02% | 25 |
|
2024
Q2 | $11.8M | Buy |
68,338
+6,836
| +11% | +$1.18M | 0.93% | 27 |
|
2024
Q1 | $11.7M | Buy |
61,502
+538
| +0.9% | +$103K | 0.98% | 25 |
|
2023
Q4 | $9.88M | Buy |
60,964
+19,204
| +46% | +$3.11M | 0.94% | 25 |
|
2023
Q3 | $5.84M | Buy |
41,760
+3,623
| +9% | +$506K | 0.63% | 39 |
|
2023
Q2 | $5.1M | Buy |
38,137
+237
| +0.6% | +$31.7K | 0.66% | 35 |
|
2023
Q1 | $4.97M | Buy |
37,900
+649
| +2% | +$85.1K | 0.78% | 30 |
|
2022
Q4 | $5.25M | Sell |
37,251
-5,972
| -14% | -$841K | 0.91% | 26 |
|
2022
Q3 | $5.13M | Buy |
43,223
+13,626
| +46% | +$1.62M | 0.92% | 28 |
|
2022
Q2 | $4.09M | Buy |
29,597
+19,307
| +188% | +$2.67M | 0.73% | 37 |
|
2022
Q1 | $1.32M | Sell |
10,290
-9,771
| -49% | -$1.25M | 0.41% | 58 |
|
2021
Q4 | $2.68M | Buy |
20,061
+7,851
| +64% | +$1.05M | 0.49% | 59 |
|
2021
Q3 | $1.62M | Buy |
+12,210
| New | +$1.62M | 0.39% | 63 |
|
2020
Q1 | – | Sell |
-391
| Closed | -$50K | – | 284 |
|
2019
Q4 | $50K | Buy |
+391
| New | +$50K | 0.03% | 220 |
|