Ashford Capital 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 | $353K | Sell |
1,196
-76
| -6% | -$22.4K | 0.04% | 90 |
|
|
2025
Q1 | $316K | Sell |
1,272
-137
| -10% | -$34.1K | 0.04% | 91 |
|
|
2024
Q4 | $310K | Sell |
1,409
-17
| -1% | -$3.74K | 0.04% | 92 |
|
|
2024
Q3 | $315K | Hold |
1,426
| – | – | 0.04% | 95 |
|
|
2024
Q2 | $247K | Sell |
1,426
-66
| -4% | -$11.4K | 0.03% | 93 |
|
|
2024
Q1 | $285K | Sell |
1,492
-84
| -5% | -$16K | 0.04% | 87 |
|
|
2023
Q4 | $258K | Hold |
1,576
| – | – | 0.03% | 91 |
|
|
2023
Q3 | $221K | Hold |
1,576
| – | – | 0.03% | 91 |
|
|
2023
Q2 | $211K | Sell |
1,576
-3,300
| -68% | -$442K | 0.03% | 87 |
|
|
2023
Q1 | $639K | Sell |
4,876
-4,000
| -45% | -$524K | 0.1% | 68 |
|
|
2022
Q4 | $1.25M | Buy |
8,876
+2,050
| +30% | +$289K | 0.19% | 59 |
|
|
2022
Q3 | $811K | Sell |
6,826
-600
| -8% | -$71.3K | 0.12% | 70 |
|
|
2022
Q2 | $1.05M | Buy |
7,426
+2,500
| +51% | +$353K | 0.15% | 68 |
|
|
2022
Q1 | $640K | Buy |
+4,926
| New | +$640K | 0.07% | 83 |
|
|
2014
Q3 | – | Sell |
-5,064
| Closed | -$878K | – | 131 |
|
|
2014
Q2 | $878K | Sell |
5,064
-1,046
| -17% | -$181K | 0.18% | 93 |
|
|
2014
Q1 | $1.12M | Hold |
6,110
| – | – | 0.22% | 85 |
|
|
2013
Q4 | $1.1M | Sell |
6,110
-313
| -5% | -$56.1K | 0.21% | 83 |
|
|
2013
Q3 | $1.14M | Hold |
6,423
| – | – | 0.23% | 79 |
|
|
2013
Q2 | $1.17M | Buy |
+6,423
| New | +$1.17M | 0.25% | 79 |
|