Aspen 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 | $2.09M | Buy |
7,079
+522
| +8% | +$154K | 0.88% | 32 |
|
|
2025
Q1 | $1.63M | Buy |
6,557
+632
| +11% | +$157K | 0.75% | 42 |
|
|
2024
Q4 | $1.3M | Buy |
5,925
+110
| +2% | +$24.2K | 0.6% | 51 |
|
|
2024
Q3 | $1.29M | Buy |
5,815
+12
| +0.2% | +$2.65K | 0.6% | 50 |
|
|
2024
Q2 | $1M | Sell |
5,803
-2,746
| -32% | -$475K | 0.5% | 60 |
|
|
2024
Q1 | $1.63M | Buy |
8,549
+733
| +9% | +$140K | 0.83% | 35 |
|
|
2023
Q4 | $1.28M | Buy |
7,816
+1,211
| +18% | +$198K | 0.71% | 45 |
|
|
2023
Q3 | $926K | Buy |
6,605
+3,205
| +94% | +$449K | 0.56% | 55 |
|
|
2023
Q2 | $455K | Buy |
3,400
+2
| +0.1% | +$268 | 0.27% | 92 |
|
|
2023
Q1 | $445K | Buy |
3,398
+5
| +0.1% | +$655 | 0.28% | 90 |
|
|
2022
Q4 | $478K | Sell |
3,393
-3,176
| -48% | -$447K | 0.31% | 90 |
|
|
2022
Q3 | $780K | Buy |
6,569
+874
| +15% | +$104K | 0.52% | 62 |
|
|
2022
Q2 | $804K | Buy |
5,695
+3,779
| +197% | +$534K | 0.5% | 65 |
|
|
2022
Q1 | $249K | Hold |
1,916
| – | – | 0.13% | 130 |
|
|
2021
Q4 | $256K | Sell |
1,916
-125
| -6% | -$16.7K | 0.13% | 127 |
|
|
2021
Q3 | $271K | Sell |
2,041
-21
| -1% | -$2.79K | 0.14% | 123 |
|
|
2021
Q2 | $289K | Hold |
2,062
| – | – | 0.15% | 127 |
|
|
2021
Q1 | $263K | Hold |
2,062
| – | – | 0.15% | 127 |
|
|
2020
Q4 | $248K | Sell |
2,062
-104
| -5% | -$12.5K | 0.15% | 121 |
|
|
2020
Q3 | $252K | Hold |
2,166
| – | – | 0.17% | 108 |
|
|
2020
Q2 | $250K | Sell |
2,166
-32
| -1% | -$3.69K | 0.18% | 102 |
|
|
2020
Q1 | $233K | Sell |
2,198
-104
| -5% | -$11K | 0.2% | 93 |
|
|
2019
Q4 | $295K | Hold |
2,302
| – | – | 0.18% | 103 |
|
|
2019
Q3 | $320K | Hold |
2,302
| – | – | 0.21% | 100 |
|
|
2019
Q2 | $303K | Sell |
2,302
-79
| -3% | -$10.4K | 0.2% | 106 |
|
|
2019
Q1 | $321K | Hold |
2,381
| – | – | 0.22% | 105 |
|
|
2018
Q4 | $259K | Sell |
2,381
-569
| -19% | -$61.9K | 0.21% | 112 |
|
|
2018
Q3 | $426K | Sell |
2,950
-15
| -0.5% | -$2.17K | 0.28% | 97 |
|
|
2018
Q2 | $396K | Sell |
2,965
-27
| -0.9% | -$3.61K | 0.27% | 96 |
|
|
2018
Q1 | $439K | Hold |
2,992
| – | – | 0.31% | 88 |
|
|
2017
Q4 | $439K | Sell |
2,992
-26
| -0.9% | -$3.82K | 0.31% | 92 |
|
|
2017
Q3 | $418K | Hold |
3,018
| – | – | 0.31% | 90 |
|
|
2017
Q2 | $444K | Hold |
3,018
| – | – | 0.33% | 85 |
|
|
2017
Q1 | $502K | Sell |
3,018
-272
| -8% | -$45.2K | 0.37% | 71 |
|
|
2016
Q4 | $522K | Hold |
3,290
| – | – | 0.39% | 65 |
|
|
2016
Q3 | $500K | Sell |
3,290
-52
| -2% | -$7.9K | 0.4% | 63 |
|
|
2016
Q2 | $485K | Hold |
3,342
| – | – | 0.4% | 62 |
|
|
2016
Q1 | $484K | Sell |
3,342
-544
| -14% | -$78.8K | 0.44% | 58 |
|
|
2015
Q4 | $511K | Hold |
3,886
| – | – | 0.51% | 58 |
|
|
2015
Q3 | $539K | Sell |
3,886
-235
| -6% | -$32.6K | 0.53% | 56 |
|
|
2015
Q2 | $641K | Sell |
4,121
-1,105
| -21% | -$172K | 0.54% | 52 |
|
|
2015
Q1 | $802K | Sell |
5,226
-178
| -3% | -$27.3K | 0.64% | 43 |
|
|
2014
Q4 | $829K | Sell |
5,404
-549
| -9% | -$84.2K | 0.7% | 40 |
|
|
2014
Q3 | $1.08M | Sell |
5,953
-3,028
| -34% | -$549K | 0.9% | 28 |
|
|
2014
Q2 | $1.56M | Buy |
8,981
+52
| +0.6% | +$9.01K | 0.95% | 31 |
|
|
2014
Q1 | $1.64M | Sell |
8,929
-216
| -2% | -$39.7K | 1.05% | 27 |
|
|
2013
Q4 | $1.64M | Sell |
9,145
-419
| -4% | -$75.1K | 1.09% | 26 |
|
|
2013
Q3 | $1.69M | Sell |
9,564
-313
| -3% | -$55.4K | 1.2% | 23 |
|
|
2013
Q2 | $1.81M | Buy |
+9,877
| New | +$1.81M | 1.23% | 21 |
|