BMO
Beck Mack & Oliver’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
1,460
+1
| +0.1% | +$295 | 0.01% | 136 |
|
|
2025
Q1 | $363K | Hold |
1,459
| – | – | 0.01% | 149 |
|
|
2024
Q4 | $321K | Buy |
1,459
+1
| +0.1% | +$220 | 0.01% | 150 |
|
|
2024
Q3 | $322K | Sell |
1,458
-1,264
| -46% | -$280K | 0.01% | 147 |
|
|
2024
Q2 | $471K | Buy |
2,722
+165
| +6% | +$28.5K | 0.01% | 123 |
|
|
2024
Q1 | $488K | Buy |
2,557
+57
| +2% | +$10.9K | 0.01% | 128 |
|
|
2023
Q4 | $409K | Sell |
2,500
-2
| -0.1% | -$327 | 0.01% | 132 |
|
|
2023
Q3 | $351K | Buy |
2,502
+2
| +0.1% | +$281 | 0.01% | 136 |
|
|
2023
Q2 | $335K | Hold |
2,500
| – | – | 0.01% | 140 |
|
|
2023
Q1 | $328K | Hold |
2,500
| – | – | 0.01% | 143 |
|
|
2022
Q4 | $352K | Hold |
2,500
| – | – | 0.01% | 145 |
|
|
2022
Q3 | $297K | Hold |
2,500
| – | – | 0.01% | 149 |
|
|
2022
Q2 | $353K | Buy |
2,500
+250
| +11% | +$35.3K | 0.01% | 144 |
|
|
2022
Q1 | $293K | Sell |
2,250
-50
| -2% | -$6.51K | 0.01% | 159 |
|
|
2021
Q4 | $307K | Hold |
2,300
| – | – | 0.01% | 162 |
|
|
2021
Q3 | $320K | Hold |
2,300
| – | – | 0.01% | 169 |
|
|
2021
Q2 | $337K | Sell |
2,300
-2,400
| -51% | -$352K | 0.01% | 161 |
|
|
2021
Q1 | $626K | Sell |
4,700
-1,500
| -24% | -$200K | 0.02% | 132 |
|
|
2020
Q4 | $780K | Sell |
6,200
-1,000
| -14% | -$126K | 0.03% | 120 |
|
|
2020
Q3 | $876K | Hold |
7,200
| – | – | 0.03% | 110 |
|
|
2020
Q2 | $870K | Hold |
7,200
| – | – | 0.03% | 109 |
|
|
2020
Q1 | $799K | Sell |
7,200
-2,775
| -28% | -$308K | 0.04% | 109 |
|
|
2019
Q4 | $1.34M | Sell |
9,975
-638
| -6% | -$85.5K | 0.04% | 100 |
|
|
2019
Q3 | $1.54M | Hold |
10,613
| – | – | 0.05% | 94 |
|
|
2019
Q2 | $1.46M | Sell |
10,613
-400
| -4% | -$55.2K | 0.05% | 93 |
|
|
2019
Q1 | $1.55M | Sell |
11,013
-281
| -2% | -$39.7K | 0.06% | 96 |
|
|
2018
Q4 | $1.28M | Sell |
11,294
-8,996
| -44% | -$1.02M | 0.05% | 104 |
|
|
2018
Q3 | $3.07M | Sell |
20,290
-470
| -2% | -$71.1K | 0.1% | 80 |
|
|
2018
Q2 | $2.9M | Buy |
20,760
+521
| +3% | +$72.8K | 0.1% | 80 |
|
|
2018
Q1 | $3.11M | Sell |
20,239
-1,765
| -8% | -$271K | 0.1% | 77 |
|
|
2017
Q4 | $3.38M | Sell |
22,004
-21,045
| -49% | -$3.23M | 0.11% | 78 |
|
|
2017
Q3 | $6.25M | Sell |
43,049
-3,606
| -8% | -$523K | 0.21% | 64 |
|
|
2017
Q2 | $7.18M | Sell |
46,655
-808
| -2% | -$124K | 0.24% | 64 |
|
|
2017
Q1 | $8.27M | Sell |
47,463
-9,308
| -16% | -$1.62M | 0.29% | 63 |
|
|
2016
Q4 | $9.42M | Sell |
56,771
-2,617
| -4% | -$434K | 0.34% | 59 |
|
|
2016
Q3 | $9.43M | Sell |
59,388
-468
| -0.8% | -$74.3K | 0.34% | 60 |
|
|
2016
Q2 | $9.09M | Sell |
59,856
-384
| -0.6% | -$58.3K | 0.32% | 61 |
|
|
2016
Q1 | $9.12M | Sell |
60,240
-5,260
| -8% | -$797K | 0.32% | 62 |
|
|
2015
Q4 | $9.01M | Sell |
65,500
-169,464
| -72% | -$23.3M | 0.31% | 63 |
|
|
2015
Q3 | $34.1M | Sell |
234,964
-54,309
| -19% | -$7.87M | 1.03% | 35 |
|
|
2015
Q2 | $47.1M | Sell |
289,273
-59,300
| -17% | -$9.65M | 1.23% | 30 |
|
|
2015
Q1 | $55.9M | Sell |
348,573
-17,314
| -5% | -$2.78M | 1.4% | 29 |
|
|
2014
Q4 | $58.7M | Sell |
365,887
-156,195
| -30% | -$25.1M | 1.43% | 27 |
|
|
2014
Q3 | $99.1M | Sell |
522,082
-13,105
| -2% | -$2.49M | 2.33% | 11 |
|
|
2014
Q2 | $97M | Sell |
535,187
-30,544
| -5% | -$5.54M | 2.18% | 14 |
|
|
2014
Q1 | $109M | Sell |
565,731
-32,044
| -5% | -$6.17M | 2.54% | 12 |
|
|
2013
Q4 | $112M | Buy |
597,775
+100,780
| +20% | +$18.9M | 2.74% | 9 |
|
|
2013
Q3 | $92M | Buy |
496,995
+21,104
| +4% | +$3.91M | 2.42% | 13 |
|
|
2013
Q2 | $90.9M | Buy |
+475,891
| New | +$90.9M | 2.48% | 12 |
|