Aspiriant LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
4,717
-129
| -3% | -$38K | 0.04% | 125 |
|
|
2025
Q1 | $1.21M | Buy |
4,846
+32
| +0.7% | +$7.96K | 0.04% | 129 |
|
|
2024
Q4 | $1.06M | Buy |
4,814
+167
| +4% | +$36.7K | 0.04% | 138 |
|
|
2024
Q3 | $1.03M | Sell |
4,647
-1,034
| -18% | -$229K | 0.04% | 141 |
|
|
2024
Q2 | $983K | Sell |
5,681
-631
| -10% | -$109K | 0.04% | 141 |
|
|
2024
Q1 | $1.21M | Sell |
6,312
-15
| -0.2% | -$2.87K | 0.05% | 134 |
|
|
2023
Q4 | $1.03M | Buy |
6,327
+518
| +9% | +$84.7K | 0.05% | 143 |
|
|
2023
Q3 | $815K | Buy |
5,809
+269
| +5% | +$37.7K | 0.04% | 151 |
|
|
2023
Q2 | $741K | Sell |
5,540
-76
| -1% | -$10.2K | 0.04% | 153 |
|
|
2023
Q1 | $736K | Buy |
5,616
+109
| +2% | +$14.3K | 0.04% | 149 |
|
|
2022
Q4 | $776K | Sell |
5,507
-1,236
| -18% | -$174K | 0.04% | 147 |
|
|
2022
Q3 | $801K | Buy |
6,743
+39
| +0.6% | +$4.63K | 0.04% | 134 |
|
|
2022
Q2 | $947K | Sell |
6,704
-81
| -1% | -$11.4K | 0.05% | 125 |
|
|
2022
Q1 | $882K | Sell |
6,785
-394
| -5% | -$51.2K | 0.05% | 141 |
|
|
2021
Q4 | $958K | Buy |
7,179
+2,077
| +41% | +$277K | 0.05% | 140 |
|
|
2021
Q3 | $679K | Sell |
5,102
-701
| -12% | -$93.3K | 0.04% | 144 |
|
|
2021
Q2 | $816K | Buy |
5,803
+1,845
| +47% | +$259K | 0.05% | 127 |
|
|
2021
Q1 | $503K | Sell |
3,958
-134
| -3% | -$17K | 0.03% | 147 |
|
|
2020
Q4 | $496K | Sell |
4,092
-2,152
| -34% | -$261K | 0.03% | 145 |
|
|
2020
Q3 | $727K | Buy |
6,244
+28
| +0.5% | +$3.26K | 0.06% | 126 |
|
|
2020
Q2 | $716K | Buy |
6,216
+1,166
| +23% | +$134K | 0.07% | 109 |
|
|
2020
Q1 | $534K | Buy |
5,050
+297
| +6% | +$31.4K | 0.05% | 120 |
|
|
2019
Q4 | $607K | Sell |
4,753
-17
| -0.4% | -$2.17K | 0.06% | 121 |
|
|
2019
Q3 | $662K | Sell |
4,770
-1,331
| -22% | -$185K | 0.06% | 128 |
|
|
2019
Q2 | $807K | Sell |
6,101
-84
| -1% | -$11.1K | 0.07% | 126 |
|
|
2019
Q1 | $833K | Buy |
6,185
+770
| +14% | +$104K | 0.07% | 122 |
|
|
2018
Q4 | $585K | Sell |
5,415
-342
| -6% | -$36.9K | 0.04% | 135 |
|
|
2018
Q3 | $831K | Sell |
5,757
-7,101
| -55% | -$1.03M | 0.07% | 118 |
|
|
2018
Q2 | $1.72M | Buy |
12,858
+5,961
| +86% | +$796K | 0.15% | 87 |
|
|
2018
Q1 | $1.01M | Buy |
+6,897
| New | +$1.01M | 0.09% | 102 |
|
|
2017
Q4 | – | Sell |
-7,958
| Closed | -$1.1M | – | 123 |
|
|
2017
Q3 | $1.1M | Sell |
7,958
-2,159
| -21% | -$300K | 0.09% | 103 |
|
|
2017
Q2 | $1.49M | Sell |
10,117
-143
| -1% | -$21K | 0.13% | 90 |
|
|
2017
Q1 | $1.69M | Buy |
10,260
+682
| +7% | +$113K | 0.14% | 89 |
|
|
2016
Q4 | $1.52M | Buy |
9,578
+183
| +2% | +$29K | 0.14% | 82 |
|
|
2016
Q3 | $1.43M | Buy |
9,395
+249
| +3% | +$37.8K | 0.14% | 84 |
|
|
2016
Q2 | $1.41M | Buy |
9,146
+250
| +3% | +$38.6K | 0.13% | 91 |
|
|
2016
Q1 | $1.29M | Buy |
+8,896
| New | +$1.29M | 0.12% | 89 |
|
|
2015
Q2 | – | Sell |
-1,552
| Closed | -$238K | – | 117 |
|
|
2015
Q1 | $238K | Hold |
1,552
| – | – | 0.03% | 80 |
|
|
2014
Q4 | $238K | Buy |
+1,552
| New | +$238K | 0.03% | 81 |
|
|
2014
Q2 | – | Sell |
-1,176
| Closed | -$216K | – | 81 |
|
|
2014
Q1 | $216K | Buy |
+1,176
| New | +$216K | 0.03% | 79 |
|