AP
Appleton Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Sell |
3,277
-228
| -7% | -$67.2K | 0.07% | 139 |
|
|
2025
Q1 | $872K | Buy |
3,505
+756
| +28% | +$188K | 0.07% | 134 |
|
|
2024
Q4 | $604K | Sell |
2,749
-1,168
| -30% | -$257K | 0.04% | 159 |
|
|
2024
Q3 | $866K | Sell |
3,917
-452
| -10% | -$99.9K | 0.06% | 139 |
|
|
2024
Q2 | $756K | Sell |
4,369
-93
| -2% | -$16.1K | 0.06% | 143 |
|
|
2024
Q1 | $852K | Sell |
4,462
-1,970
| -31% | -$376K | 0.07% | 143 |
|
|
2023
Q4 | $1.05M | Sell |
6,432
-600
| -9% | -$98.1K | 0.08% | 133 |
|
|
2023
Q3 | $987K | Sell |
7,032
-911
| -11% | -$128K | 0.09% | 131 |
|
|
2023
Q2 | $1.06M | Sell |
7,943
-165
| -2% | -$22.1K | 0.09% | 136 |
|
|
2023
Q1 | $1.06M | Buy |
8,108
+1,612
| +25% | +$211K | 0.09% | 146 |
|
|
2022
Q4 | $915K | Sell |
6,496
-1,311
| -17% | -$185K | 0.09% | 157 |
|
|
2022
Q3 | $927K | Sell |
7,807
-577
| -7% | -$68.5K | 0.09% | 153 |
|
|
2022
Q2 | $1.18M | Buy |
8,384
+117
| +1% | +$16.5K | 0.11% | 143 |
|
|
2022
Q1 | $1.08M | Buy |
8,267
+135
| +2% | +$17.6K | 0.09% | 155 |
|
|
2021
Q4 | $1.09M | Sell |
8,132
-153
| -2% | -$20.5K | 0.08% | 160 |
|
|
2021
Q3 | $1.15M | Sell |
8,285
-1,600
| -16% | -$222K | 0.1% | 148 |
|
|
2021
Q2 | $1.45M | Buy |
9,885
+1,016
| +11% | +$149K | 0.12% | 137 |
|
|
2021
Q1 | $1.18M | Sell |
8,869
-151
| -2% | -$20.1K | 0.11% | 140 |
|
|
2020
Q4 | $1.14M | Buy |
9,020
+8
| +0.1% | +$1.01K | 0.11% | 135 |
|
|
2020
Q3 | $1.1M | Sell |
9,012
-126
| -1% | -$15.3K | 0.12% | 134 |
|
|
2020
Q2 | $1.1M | Sell |
9,138
-1,027
| -10% | -$124K | 0.13% | 129 |
|
|
2020
Q1 | $1.13M | Sell |
10,165
-250
| -2% | -$27.7K | 0.16% | 124 |
|
|
2019
Q4 | $1.4M | Buy |
10,415
+2,365
| +29% | +$317K | 0.15% | 131 |
|
|
2019
Q3 | $1.17M | Sell |
8,050
-40
| -0.5% | -$5.82K | 0.14% | 138 |
|
|
2019
Q2 | $1.12M | Buy |
8,090
+59
| +0.7% | +$8.14K | 0.14% | 138 |
|
|
2019
Q1 | $1.13M | Buy |
8,031
+1,358
| +20% | +$192K | 0.15% | 134 |
|
|
2018
Q4 | $758K | Sell |
6,673
-203
| -3% | -$23.1K | 0.11% | 146 |
|
|
2018
Q3 | $1.04M | Sell |
6,876
-809
| -11% | -$122K | 0.14% | 139 |
|
|
2018
Q2 | $1.07M | Buy |
7,685
+640
| +9% | +$89.4K | 0.15% | 137 |
|
|
2018
Q1 | $1.08M | Buy |
7,045
+658
| +10% | +$101K | 0.16% | 132 |
|
|
2017
Q4 | $980K | Sell |
6,387
-423
| -6% | -$64.9K | 0.15% | 136 |
|
|
2017
Q3 | $988K | Sell |
6,810
-485
| -7% | -$70.4K | 0.17% | 131 |
|
|
2017
Q2 | $1.12M | Sell |
7,295
-246
| -3% | -$37.8K | 0.19% | 124 |
|
|
2017
Q1 | $1.31M | Sell |
7,541
-50
| -0.7% | -$8.71K | 0.24% | 99 |
|
|
2016
Q4 | $1.26M | Sell |
7,591
-838
| -10% | -$139K | 0.25% | 98 |
|
|
2016
Q3 | $1.34M | Buy |
8,429
+4,443
| +111% | +$706K | 0.25% | 98 |
|
|
2016
Q2 | $605K | Sell |
3,986
-41
| -1% | -$6.22K | 0.12% | 133 |
|
|
2016
Q1 | $610K | Sell |
4,027
-510
| -11% | -$77.3K | 0.12% | 132 |
|
|
2015
Q4 | $624K | Buy |
4,537
+472
| +12% | +$64.9K | 0.12% | 130 |
|
|
2015
Q3 | $589K | Buy |
4,065
+453
| +13% | +$65.6K | 0.13% | 120 |
|
|
2015
Q2 | $588K | Buy |
3,612
+95
| +3% | +$15.5K | 0.13% | 114 |
|
|
2015
Q1 | $564K | Sell |
3,517
-1,353
| -28% | -$217K | 0.13% | 118 |
|
|
2014
Q4 | $781K | Sell |
4,870
-1,235
| -20% | -$198K | 0.18% | 97 |
|
|
2014
Q3 | $1.16M | Buy |
6,105
+635
| +12% | +$121K | 0.27% | 82 |
|
|
2014
Q2 | $992K | Sell |
5,470
-140
| -2% | -$25.4K | 0.23% | 90 |
|
|
2014
Q1 | $1.08M | Sell |
5,610
-32,383
| -85% | -$6.23M | 0.26% | 83 |
|
|
2013
Q4 | $7.13M | Sell |
37,993
-4,958
| -12% | -$930K | 1.71% | 17 |
|
|
2013
Q3 | $7.95M | Sell |
42,951
-590
| -1% | -$109K | 2.13% | 9 |
|
|
2013
Q2 | $8.32M | Buy |
+43,541
| New | +$8.32M | 2.4% | 9 |
|