Arcadia Investment 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 | $22.1K | Hold |
75
| – | – | ﹤0.01% | 203 |
|
|
2025
Q1 | $18.7K | Hold |
75
| – | – | ﹤0.01% | 227 |
|
|
2024
Q4 | $16.5K | Hold |
75
| – | – | ﹤0.01% | 260 |
|
|
2024
Q3 | $16.6K | Hold |
75
| – | – | ﹤0.01% | 210 |
|
|
2024
Q2 | $13K | Hold |
75
| – | – | ﹤0.01% | 259 |
|
|
2024
Q1 | $14.3K | Sell |
75
-1
| -1% | -$191 | ﹤0.01% | 261 |
|
|
2023
Q4 | $12.4K | Hold |
76
| – | – | ﹤0.01% | 277 |
|
|
2023
Q3 | $10.6K | Sell |
76
-27
| -26% | -$3.77K | ﹤0.01% | 285 |
|
|
2023
Q2 | $13.7K | Hold |
103
| – | – | ﹤0.01% | 291 |
|
|
2023
Q1 | $13.4K | Buy |
103
+28
| +37% | +$3.66K | ﹤0.01% | 299 |
|
|
2022
Q4 | $10.6K | Hold |
75
| – | – | ﹤0.01% | 308 |
|
|
2022
Q3 | $9K | Hold |
75
| – | – | ﹤0.01% | 249 |
|
|
2022
Q2 | $11K | Sell |
75
-319
| -81% | -$46.8K | ﹤0.01% | 253 |
|
|
2022
Q1 | $51K | Sell |
394
-92
| -19% | -$11.9K | 0.01% | 203 |
|
|
2021
Q4 | $65K | Sell |
486
-126
| -21% | -$16.9K | 0.01% | 194 |
|
|
2021
Q3 | $81K | Hold |
612
| – | – | 0.02% | 177 |
|
|
2021
Q2 | $86K | Hold |
612
| – | – | 0.02% | 175 |
|
|
2021
Q1 | $78K | Sell |
612
-418
| -41% | -$53.3K | 0.02% | 172 |
|
|
2020
Q4 | $124K | Hold |
1,030
| – | – | 0.03% | 137 |
|
|
2020
Q3 | $120K | Buy |
1,030
+418
| +68% | +$48.7K | 0.03% | 136 |
|
|
2020
Q2 | $71K | Buy |
612
+314
| +105% | +$36.4K | 0.02% | 159 |
|
|
2020
Q1 | $32K | Buy |
298
+78
| +35% | +$8.38K | 0.01% | 213 |
|
|
2019
Q4 | $28K | Hold |
220
| – | – | 0.01% | 234 |
|
|
2019
Q3 | $31K | Buy |
+220
| New | +$31K | 0.01% | 234 |
|
|
2017
Q4 | – | Sell |
-52
| Closed | -$7K | – | 372 |
|
|
2017
Q3 | $7K | Hold |
52
| – | – | ﹤0.01% | 352 |
|
|
2017
Q2 | $8K | Sell |
52
-131
| -72% | -$20.2K | ﹤0.01% | 333 |
|
|
2017
Q1 | $30K | Hold |
183
| – | – | 0.01% | 275 |
|
|
2016
Q4 | $29K | Sell |
183
-340
| -65% | -$53.9K | 0.01% | 240 |
|
|
2016
Q3 | $79K | Buy |
523
+311
| +147% | +$47K | 0.03% | 158 |
|
|
2016
Q2 | $31K | Buy |
+212
| New | +$31K | 0.01% | 259 |
|
|
2015
Q3 | – | Sell |
-37
| Closed | -$5K | – | 207 |
|
|
2015
Q2 | $5K | Buy |
+37
| New | +$5K | ﹤0.01% | 217 |
|
|
2014
Q1 | – | Sell |
-1,553
| Closed | -$279K | – | 109 |
|
|
2013
Q4 | $279K | Hold |
1,553
| – | – | 0.07% | 99 |
|
|
2013
Q3 | $275K | Hold |
1,553
| – | – | 0.07% | 95 |
|
|
2013
Q2 | $284K | Buy |
+1,553
| New | +$284K | 0.08% | 92 |
|