Bank of Stockton’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
4,604
-125
| -3% | -$36.8K | 0.4% | 43 |
|
|
2025
Q1 | $1.18M | Buy |
4,729
+61
| +1% | +$15.2K | 0.37% | 45 |
|
|
2024
Q4 | $1.03M | Sell |
4,668
-145
| -3% | -$31.9K | 0.31% | 49 |
|
|
2024
Q3 | $1.06M | Buy |
4,813
+293
| +6% | +$64.8K | 0.32% | 49 |
|
|
2024
Q2 | $782K | Buy |
4,520
+1,152
| +34% | +$199K | 0.25% | 60 |
|
|
2024
Q1 | $643K | Buy |
3,368
+597
| +22% | +$114K | 0.2% | 73 |
|
|
2023
Q4 | $475K | Buy |
2,771
+461
| +20% | +$79.1K | 0.16% | 86 |
|
|
2023
Q3 | $332K | Sell |
2,310
-10
| -0.4% | -$1.44K | 0.12% | 87 |
|
|
2023
Q2 | $310K | Hold |
2,320
| – | – | 0.11% | 95 |
|
|
2023
Q1 | $304K | Hold |
2,320
| – | – | 0.11% | 97 |
|
|
2022
Q4 | $327K | Hold |
2,320
| – | – | 0.11% | 94 |
|
|
2022
Q3 | $276K | Sell |
2,320
-10
| -0.4% | -$1.19K | 0.11% | 101 |
|
|
2022
Q2 | $329K | Hold |
2,330
| – | – | 0.12% | 92 |
|
|
2022
Q1 | $303K | Sell |
2,330
-320
| -12% | -$41.6K | 0.09% | 104 |
|
|
2021
Q4 | $355K | Sell |
2,650
-122
| -4% | -$16.3K | 0.1% | 99 |
|
|
2021
Q3 | $368K | Buy |
2,772
+52
| +2% | +$6.9K | 0.11% | 96 |
|
|
2021
Q2 | $382K | Sell |
2,720
-10
| -0.4% | -$1.4K | 0.12% | 94 |
|
|
2021
Q1 | $347K | Sell |
2,730
-258
| -9% | -$32.8K | 0.12% | 98 |
|
|
2020
Q4 | $358K | Hold |
2,988
| – | – | 0.14% | 93 |
|
|
2020
Q3 | $346K | Sell |
2,988
-108
| -3% | -$12.5K | 0.14% | 92 |
|
|
2020
Q2 | $356K | Sell |
3,096
-105
| -3% | -$12.1K | 0.15% | 91 |
|
|
2020
Q1 | $338K | Sell |
3,201
-376
| -11% | -$39.7K | 0.19% | 78 |
|
|
2019
Q4 | $458K | Sell |
3,577
-283
| -7% | -$36.2K | 0.19% | 76 |
|
|
2019
Q3 | $536K | Sell |
3,860
-523
| -12% | -$72.6K | 0.23% | 70 |
|
|
2019
Q2 | $577K | Sell |
4,383
-195
| -4% | -$25.7K | 0.29% | 63 |
|
|
2019
Q1 | $617K | Buy |
4,578
+1,804
| +65% | +$243K | 0.32% | 60 |
|
|
2018
Q4 | $300K | Buy |
2,774
+41
| +2% | +$4.43K | 0.18% | 83 |
|
|
2018
Q3 | $394K | Sell |
2,733
-246
| -8% | -$35.5K | 0.2% | 80 |
|
|
2018
Q2 | $396K | Hold |
2,979
| – | – | 0.21% | 76 |
|
|
2018
Q1 | $436K | Sell |
2,979
-842
| -22% | -$123K | 0.18% | 78 |
|
|
2017
Q4 | $559K | Buy |
3,821
+424
| +12% | +$62K | 0.23% | 70 |
|
|
2017
Q3 | $470K | Sell |
3,397
-429
| -11% | -$59.4K | 0.21% | 70 |
|
|
2017
Q2 | $562K | Sell |
3,826
-121
| -3% | -$17.8K | 0.26% | 63 |
|
|
2017
Q1 | $656K | Hold |
3,947
| – | – | 0.3% | 59 |
|
|
2016
Q4 | $627K | Sell |
3,947
-198
| -5% | -$31.5K | 0.3% | 56 |
|
|
2016
Q3 | $630K | Sell |
4,145
-63
| -1% | -$9.58K | 0.31% | 58 |
|
|
2016
Q2 | $610K | Sell |
4,208
-241
| -5% | -$34.9K | 0.32% | 59 |
|
|
2016
Q1 | $644K | Sell |
4,449
-199
| -4% | -$28.8K | 0.35% | 55 |
|
|
2015
Q4 | $612K | Buy |
4,648
+39
| +0.8% | +$5.14K | 0.35% | 55 |
|
|
2015
Q3 | $638K | Sell |
4,609
-115
| -2% | -$15.9K | 0.39% | 50 |
|
|
2015
Q2 | $734K | Sell |
4,724
-310
| -6% | -$48.2K | 0.41% | 49 |
|
|
2015
Q1 | $772K | Sell |
5,034
-642
| -11% | -$98.5K | 0.42% | 49 |
|
|
2014
Q4 | $870K | Sell |
5,676
-80
| -1% | -$12.3K | 0.5% | 40 |
|
|
2014
Q3 | $1.05M | Sell |
5,756
-419
| -7% | -$76.1K | 0.62% | 33 |
|
|
2014
Q2 | $1.07M | Sell |
6,175
-1,628
| -21% | -$282K | 0.61% | 33 |
|
|
2014
Q1 | $1.44M | Sell |
7,803
-978
| -11% | -$180K | 0.88% | 15 |
|
|
2013
Q4 | $1.58M | Sell |
8,781
-432
| -5% | -$77.5K | 0.98% | 13 |
|
|
2013
Q3 | $1.63M | Sell |
9,213
-719
| -7% | -$127K | 1.17% | 10 |
|
|
2013
Q2 | $1.82M | Buy |
+9,932
| New | +$1.82M | 1.42% | 10 |
|