Bank of Marin’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Buy |
1,548
+79
| +5% | +$23.3K | 0.34% | 92 |
|
|
2025
Q1 | $365K | Buy |
1,469
+28
| +2% | +$6.96K | 0.47% | 62 |
|
|
2024
Q4 | $317K | Hold |
1,441
| – | – | 0.25% | 108 |
|
|
2024
Q3 | $319K | Sell |
1,441
-26
| -2% | -$5.75K | 0.26% | 102 |
|
|
2024
Q2 | $254K | Sell |
1,467
-27
| -2% | -$4.67K | 0.22% | 112 |
|
|
2024
Q1 | $285K | Sell |
1,494
-770
| -34% | -$147K | 0.25% | 102 |
|
|
2023
Q4 | $370K | Buy |
2,264
+600
| +36% | +$98.1K | 0.33% | 86 |
|
|
2023
Q3 | $233K | Hold |
1,664
| – | – | 0.23% | 106 |
|
|
2023
Q2 | $223K | Sell |
1,664
-160
| -9% | -$21.4K | 0.21% | 111 |
|
|
2023
Q1 | $239K | Sell |
1,824
-134
| -7% | -$17.6K | 0.23% | 111 |
|
|
2022
Q4 | $276K | Buy |
+1,958
| New | +$276K | 0.26% | 103 |
|
|
2022
Q3 | – | Sell |
-1,576
| Closed | -$223K | – | 116 |
|
|
2022
Q2 | $223K | Hold |
1,576
| – | – | 0.2% | 111 |
|
|
2022
Q1 | $205K | Sell |
1,576
-322
| -17% | -$41.9K | 0.15% | 124 |
|
|
2021
Q4 | $254K | Sell |
1,898
-87
| -4% | -$11.6K | 0.17% | 119 |
|
|
2021
Q3 | $264K | Sell |
1,985
-35
| -2% | -$4.66K | 0.19% | 115 |
|
|
2021
Q2 | $283K | Buy |
2,020
+17
| +0.8% | +$2.38K | 0.21% | 114 |
|
|
2021
Q1 | $255K | Hold |
2,003
| – | – | 0.2% | 117 |
|
|
2020
Q4 | $241K | Buy |
2,003
+78
| +4% | +$9.39K | 0.2% | 116 |
|
|
2020
Q3 | $224K | Hold |
1,925
| – | – | 0.23% | 109 |
|
|
2020
Q2 | $222K | Sell |
1,925
-265
| -12% | -$30.6K | 0.25% | 107 |
|
|
2020
Q1 | $232K | Buy |
2,190
+427
| +24% | +$45.2K | 0.32% | 101 |
|
|
2019
Q4 | $226K | Buy |
+1,763
| New | +$226K | 0.23% | 113 |
|