Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-40,225
Closed -$10M 213
2025
Q1
$10M Sell
40,225
-24,754
-38% -$6.05M 0.07% 152
2024
Q4
$14.3M Sell
64,979
-73,677
-53% -$16.4M 0.1% 122
2024
Q3
$30.7M Hold
138,656
0.22% 62
2024
Q2
$24M Sell
138,656
-74,223
-35% -$12.9M 0.18% 62
2024
Q1
$40.7M Hold
212,879
0.31% 56
2023
Q4
$34.9M Hold
212,879
0.3% 69
2023
Q3
$29.9M Sell
212,879
-134,224
-39% -$19.1M 0.29% 67
2023
Q2
$46.5M Buy
347,103
+34,000
+11% +$4.39M 0.43% 54
2023
Q1
$41.1M Sell
313,103
-67,895
-18% -$9.08M 0.42% 57
2022
Q4
$53.7M Sell
380,998
-57,185
-13% -$7.89M 0.62% 45
2022
Q3
$52.1M Sell
438,183
-21,648
-5% -$2.84M 0.62% 42
2022
Q2
$65M Buy
459,831
+16,514
+4% +$2.23M 0.64% 37
2022
Q1
$57.7M Sell
443,317
-4,921
-1% -$642K 0.43% 53
2021
Q4
$60M Sell
448,238
-65,036
-13% -$8.16M 0.41% 56
2021
Q3
$68.3M Buy
513,274
+43,322
+9% +$5.79M 0.5% 50
2021
Q2
$66M Sell
469,952
-38,083
-7% -$5.21M 0.46% 55
2021
Q1
$64.8M Hold
508,035
0.49% 49
2020
Q4
$61.3M Buy
508,035
+1,855
+0.4% +$214K 0.5% 49
2020
Q3
$58.9M Buy
506,180
+73,097
+17% +$8.61M 0.54% 50
2020
Q2
$50M Sell
433,083
-166,183
-28% -$19.3M 0.51% 50
2020
Q1
$63.6M Sell
599,266
-38,008
-6% -$4.81M 0.81% 32
2019
Q4
$81.7M Buy
637,274
+26,617
+4% +$3.46M 0.78% 37
2019
Q3
$84.9M Sell
610,657
-64,555
-10% -$8.71M 0.87% 24
2019
Q2
$89M Sell
675,212
-26,724
-4% -$3.51M 0.86% 28
2019
Q1
$94.7M Sell
701,936
-20,775
-3% -$2.65M 0.94% 22
2018
Q4
$78.5M Sell
722,711
-25,627
-3% -$3.08M 0.86% 24
2018
Q3
$108M Buy
748,338
+22,052
+3% +$3.08M 0.99% 25
2018
Q2
$97M Buy
726,286
+289,144
+66% +$40.3M 0.94% 25
2018
Q1
$64.1M Sell
437,142
-117,587
-21% -$17.8M 0.67% 53
2017
Q4
$81.4M Buy
554,729
+31,368
+6% +$4.56M 0.8% 40
2017
Q3
$72.6M Sell
523,361
-171,479
-25% -$23.9M 0.79% 41
2017
Q2
$116M Hold
694,840
1.32% 11
2017
Q1
$116M Sell
694,840
-84,720
-11% -$14.2M 1.32% 11
2016
Q4
$124M Buy
779,560
+507,514
+187% +$77.3M 1.44% 10
2016
Q3
$41.3M Buy
272,046
+868
+0.3% +$132K 0.52% 74
2016
Q2
$39.3M Buy
271,178
+89,571
+49% +$12.8M 0.51% 78
2016
Q1
$26.3M Buy
181,607
+45,083
+33% +$5.76M 0.35% 98
2015
Q4
$18M Buy
136,524
+40,271
+42% +$5.41M 0.25% 108
2015
Q3
$13.3M Sell
96,253
-8,577
-8% -$1.27M 0.2% 128
2015
Q2
$16.3M Buy
104,830
+209
+0.2% +$33.6K 0.23% 123
2015
Q1
$16.1M Buy
104,621
+1,883
+2% +$286K 0.2% 128
2014
Q4
$15.8M Buy
+102,738
New +$16.3M 0.2% 120

Other funds holding IBM