Atwood & Palmer’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
4,200
+51
| +1% | +$15K | 0.08% | 78 |
|
|
2025
Q1 | $1.03M | Sell |
4,149
-1,150
| -22% | -$286K | 0.07% | 83 |
|
|
2024
Q4 | $1.16M | Hold |
5,299
| – | – | 0.08% | 81 |
|
|
2024
Q3 | $1.17M | Hold |
5,299
| – | – | 0.08% | 81 |
|
|
2024
Q2 | $916K | Hold |
5,299
| – | – | 0.07% | 82 |
|
|
2024
Q1 | $1.01M | Buy |
5,299
+164
| +3% | +$31.3K | 0.08% | 79 |
|
|
2023
Q4 | $840K | Buy |
5,135
+235
| +5% | +$38.4K | 0.07% | 86 |
|
|
2023
Q3 | $687K | Hold |
4,900
| – | – | 0.06% | 91 |
|
|
2023
Q2 | $656K | Hold |
4,900
| – | – | 0.06% | 100 |
|
|
2023
Q1 | $642K | Hold |
4,900
| – | – | 0.06% | 92 |
|
|
2022
Q4 | $690K | Hold |
4,900
| – | – | 0.06% | 103 |
|
|
2022
Q3 | $582K | Hold |
4,900
| – | – | 0.06% | 100 |
|
|
2022
Q2 | $692K | Sell |
4,900
-350
| -7% | -$49.4K | 0.07% | 94 |
|
|
2022
Q1 | $683K | Sell |
5,250
-545
| -9% | -$70.9K | 0.06% | 96 |
|
|
2021
Q4 | $775K | Sell |
5,795
-491
| -8% | -$65.7K | 0.06% | 92 |
|
|
2021
Q3 | $835K | Buy |
6,286
+47
| +0.8% | +$6.24K | 0.07% | 83 |
|
|
2021
Q2 | $874K | Sell |
6,239
-307
| -5% | -$43K | 0.08% | 84 |
|
|
2021
Q1 | $834K | Sell |
6,546
-148
| -2% | -$18.9K | 0.08% | 84 |
|
|
2020
Q4 | $806K | Buy |
6,694
+209
| +3% | +$25.2K | 0.09% | 82 |
|
|
2020
Q3 | $754K | Sell |
6,485
-79
| -1% | -$9.19K | 0.09% | 79 |
|
|
2020
Q2 | $758K | Hold |
6,564
| – | – | 0.1% | 74 |
|
|
2020
Q1 | $696K | Buy |
6,564
+79
| +1% | +$8.38K | 0.11% | 77 |
|
|
2019
Q4 | $831K | Hold |
6,485
| – | – | 0.11% | 72 |
|
|
2019
Q3 | $902K | Hold |
6,485
| – | – | 0.12% | 71 |
|
|
2019
Q2 | $855K | Sell |
6,485
-105
| -2% | -$13.8K | 0.12% | 74 |
|
|
2019
Q1 | $889K | Hold |
6,590
| – | – | 0.13% | 70 |
|
|
2018
Q4 | $716K | Sell |
6,590
-627
| -9% | -$68.1K | 0.11% | 71 |
|
|
2018
Q3 | $1.04M | Sell |
7,217
-16
| -0.2% | -$2.31K | 0.14% | 67 |
|
|
2018
Q2 | $966K | Sell |
7,233
-1,822
| -20% | -$243K | 0.13% | 65 |
|
|
2018
Q1 | $1.33M | Sell |
9,055
-314
| -3% | -$46.1K | 0.19% | 59 |
|
|
2017
Q4 | $1.37M | Buy |
9,369
+244
| +3% | +$35.8K | 0.19% | 61 |
|
|
2017
Q3 | $1.27M | Sell |
9,125
-38
| -0.4% | -$5.27K | 0.18% | 62 |
|
|
2017
Q2 | $1.35M | Buy |
9,163
+1,464
| +19% | +$215K | 0.21% | 62 |
|
|
2017
Q1 | $1.28M | Buy |
7,699
+1,042
| +16% | +$174K | 0.2% | 58 |
|
|
2016
Q4 | $1.06M | Sell |
6,657
-243
| -4% | -$38.5K | 0.19% | 58 |
|
|
2016
Q3 | $1.05M | Hold |
6,900
| – | – | 0.19% | 58 |
|
|
2016
Q2 | $1M | Sell |
6,900
-371
| -5% | -$53.8K | 0.18% | 65 |
|
|
2016
Q1 | $1.05M | Sell |
7,271
-889
| -11% | -$129K | 0.19% | 62 |
|
|
2015
Q4 | $1.07M | Buy |
8,160
+307
| +4% | +$40.4K | 0.2% | 65 |
|
|
2015
Q3 | $1.09M | Hold |
7,853
| – | – | 0.21% | 67 |
|
|
2015
Q2 | $1.22M | Sell |
7,853
-105
| -1% | -$16.3K | 0.22% | 66 |
|
|
2015
Q1 | $1.22M | Buy |
7,958
+2,727
| +52% | +$418K | 0.22% | 68 |
|
|
2014
Q4 | $803K | Sell |
5,231
-673
| -11% | -$103K | 0.15% | 73 |
|
|
2014
Q3 | $1.46M | Sell |
5,904
-1,639
| -22% | -$406K | 0.28% | 55 |
|
|
2014
Q2 | $1.31M | Buy |
7,543
+1,653
| +28% | +$286K | 0.35% | 54 |
|
|
2014
Q1 | $1.08M | Hold |
5,890
| – | – | 0.25% | 47 |
|
|
2013
Q4 | $1.06M | Buy |
5,890
+68
| +1% | +$12.2K | 0.26% | 44 |
|
|
2013
Q3 | $1.03M | Hold |
5,822
| – | – | 0.28% | 43 |
|
|
2013
Q2 | $1.06M | Buy |
+5,822
| New | +$1.06M | 0.29% | 42 |
|