BIM
Baldwin Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
5,029
-107
| -2% | -$31.5K | 0.18% | 72 |
|
|
2025
Q1 | $1.28M | Buy |
5,136
+300
| +6% | +$74.6K | 0.15% | 83 |
|
|
2024
Q4 | $1.06M | Sell |
4,836
-3,713
| -43% | -$816K | 0.14% | 94 |
|
|
2024
Q3 | $1.89M | Hold |
8,549
| – | – | 0.24% | 64 |
|
|
2024
Q2 | $1.48M | Buy |
8,549
+200
| +2% | +$34.6K | 0.2% | 71 |
|
|
2024
Q1 | $1.59M | Sell |
8,349
-56
| -0.7% | -$10.7K | 0.22% | 75 |
|
|
2023
Q4 | $1.37M | Sell |
8,405
-100
| -1% | -$16.4K | 0.21% | 75 |
|
|
2023
Q3 | $1.19M | Hold |
8,505
| – | – | 0.2% | 77 |
|
|
2023
Q2 | $1.14M | Buy |
8,505
+500
| +6% | +$66.9K | 0.19% | 82 |
|
|
2023
Q1 | $1.05M | Sell |
8,005
-837
| -9% | -$110K | 0.19% | 83 |
|
|
2022
Q4 | $1.25M | Sell |
8,842
-300
| -3% | -$42.3K | 0.23% | 74 |
|
|
2022
Q3 | $1.09K | Sell |
9,142
-11
| -0.1% | -$1 | 0.22% | 74 |
|
|
2022
Q2 | $1.29K | Buy |
9,153
+11
| +0.1% | +$2 | 0.25% | 73 |
|
|
2022
Q1 | $1.19K | Sell |
9,142
-400
| -4% | -$52 | 0.18% | 92 |
|
|
2021
Q4 | $1.28K | Buy |
9,542
+740
| +8% | +$99 | 0.2% | 89 |
|
|
2021
Q3 | $1.22M | Sell |
8,802
-600
| -6% | -$83.4K | 0.21% | 80 |
|
|
2021
Q2 | $1.38M | Buy |
9,402
+1,060
| +13% | +$155K | 0.23% | 74 |
|
|
2021
Q1 | $1.11M | Sell |
8,342
-487
| -6% | -$64.9K | 0.2% | 90 |
|
|
2020
Q4 | $1.11M | Buy |
8,829
+4,500
| +104% | +$566K | 0.22% | 81 |
|
|
2020
Q3 | $527K | Buy |
4,329
+1,500
| +53% | +$183K | 0.12% | 117 |
|
|
2020
Q2 | $342K | Buy |
+2,829
| New | +$342K | 0.11% | 116 |
|
|
2019
Q4 | – | Sell |
-1,569
| Closed | -$228K | – | 171 |
|
|
2019
Q3 | $228K | Hold |
1,569
| – | – | 0.07% | 154 |
|
|
2019
Q2 | $216K | Sell |
1,569
-400
| -20% | -$55.1K | 0.06% | 159 |
|
|
2019
Q1 | $278K | Hold |
1,969
| – | – | 0.08% | 138 |
|
|
2018
Q4 | $224K | Hold |
1,969
| – | – | 0.07% | 142 |
|
|
2018
Q3 | $298K | Sell |
1,969
-500
| -20% | -$75.7K | 0.09% | 138 |
|
|
2018
Q2 | $345K | Buy |
2,469
+405
| +20% | +$56.6K | 0.11% | 130 |
|
|
2018
Q1 | $317K | Hold |
2,064
| – | – | 0.11% | 93 |
|
|
2017
Q4 | $317K | Hold |
2,064
| – | – | 0.11% | 94 |
|
|
2017
Q3 | $299K | Hold |
2,064
| – | – | 0.11% | 97 |
|
|
2017
Q2 | $318K | Sell |
2,064
-45
| -2% | -$6.93K | 0.13% | 92 |
|
|
2017
Q1 | $367K | Hold |
2,109
| – | – | 0.14% | 90 |
|
|
2016
Q4 | $350K | Hold |
2,109
| – | – | 0.14% | 90 |
|
|
2016
Q3 | $335K | Sell |
2,109
-225
| -10% | -$35.7K | 0.14% | 94 |
|
|
2016
Q2 | $354K | Sell |
2,334
-100
| -4% | -$15.2K | 0.15% | 91 |
|
|
2016
Q1 | $369K | Sell |
2,434
-2,926
| -55% | -$444K | 0.16% | 88 |
|
|
2015
Q4 | $738K | Buy |
5,360
+935
| +21% | +$129K | 0.33% | 51 |
|
|
2015
Q3 | $641K | Sell |
4,425
-150
| -3% | -$21.7K | 0.28% | 56 |
|
|
2015
Q2 | $744K | Hold |
4,575
| – | – | 0.31% | 53 |
|
|
2015
Q1 | $734K | Sell |
4,575
-22
| -0.5% | -$3.53K | 0.29% | 54 |
|
|
2014
Q4 | $738K | Sell |
4,597
-350
| -7% | -$56.2K | 0.29% | 51 |
|
|
2014
Q3 | $939K | Sell |
4,947
-122
| -2% | -$23.2K | 0.39% | 42 |
|
|
2014
Q2 | $919K | Hold |
5,069
| – | – | 0.4% | 42 |
|
|
2014
Q1 | $976K | Hold |
5,069
| – | – | 0.43% | 31 |
|
|
2013
Q4 | $951K | Sell |
5,069
-175
| -3% | -$32.8K | 0.43% | 32 |
|
|
2013
Q3 | $971K | Buy |
5,244
+225
| +4% | +$41.7K | 0.47% | 29 |
|
|
2013
Q2 | $959K | Buy |
+5,019
| New | +$959K | 0.47% | 28 |
|