Baltimore-Washington Financial Advisors’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$364K	Sell	1,502 -93	-6%	-$25.2K	0.02%	139
2025 Q4	$472K	Buy	1,595 +105	+7%	+$31.4K	0.02%	120
2025 Q3	$420K	Buy	1,490 +124	+9%	+$32.5K	0.02%	123
2025 Q2	$403K	Buy	1,366 +40	+3%	+$10.3K	0.02%	122
2025 Q1	$330K	Buy	1,326 +150	+13%	+$36.7K	0.02%	119
2024 Q4	$259K	Buy	+1,176	New	+$262K	0.01%	131
2020 Q3	–	Sell	-125,067	Closed	-$46K	–	132
2020 Q2	$46K	Buy	+125,067	New	+$14.5M	0.01%	122
2015 Q4	–	Sell	-300	Closed	-$41K	–	169
2015 Q3	$41K	Sell	300 -6	-2%	-$886	0.01%	133
2015 Q2	$47K	Sell	306 -21	-6%	-$3.38K	0.01%	131
2015 Q1	$50K	Sell	327 -105	-24%	-$15.9K	0.01%	135
2014 Q4	$66K	Sell	432 -129	-23%	-$20.5K	0.02%	123
2014 Q3	$102K	Buy	561 +3	+0.5%	+$547	0.03%	116
2014 Q2	$97K	Sell	558 -169	-23%	-$30.4K	0.03%	129
2014 Q1	$134K	Sell	727 -366	-33%	-$64.4K	0.05%	108
2013 Q4	$196K	Sell	1,093 -696	-39%	-$120K	0.07%	107
2013 Q3	$317K	Sell	1,789 -160	-8%	-$29.1K	0.13%	84
2013 Q2	$356K	Buy	+1,949	New	+$380K	0.15%	82