Beese Fulmer Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Buy |
11,378
+1,113
| +11% | +$328K | 0.25% | 81 |
|
|
2025
Q1 | $2.55M | Sell |
10,265
-125
| -1% | -$31.1K | 0.22% | 78 |
|
|
2024
Q4 | $2.28M | Buy |
10,390
+218
| +2% | +$47.9K | 0.19% | 83 |
|
|
2024
Q3 | $2.25M | Sell |
10,172
-226
| -2% | -$50K | 0.19% | 82 |
|
|
2024
Q2 | $1.8M | Buy |
10,398
+174
| +2% | +$30.1K | 0.16% | 88 |
|
|
2024
Q1 | $1.95M | Buy |
10,224
+50
| +0.5% | +$9.55K | 0.18% | 90 |
|
|
2023
Q4 | $1.66M | Sell |
10,174
-66
| -0.6% | -$10.8K | 0.17% | 93 |
|
|
2023
Q3 | $1.44M | Sell |
10,240
-55
| -0.5% | -$7.72K | 0.16% | 97 |
|
|
2023
Q2 | $1.38M | Sell |
10,295
-104
| -1% | -$13.9K | 0.15% | 106 |
|
|
2023
Q1 | $1.36M | Buy |
10,399
+1,341
| +15% | +$176K | 0.16% | 104 |
|
|
2022
Q4 | $1.28M | Sell |
9,058
-424
| -4% | -$59.7K | 0.15% | 108 |
|
|
2022
Q3 | $1.13M | Sell |
9,482
-416
| -4% | -$49.4K | 0.15% | 109 |
|
|
2022
Q2 | $1.4M | Buy |
9,898
+347
| +4% | +$49K | 0.18% | 98 |
|
|
2022
Q1 | $1.24M | Buy |
9,551
+9
| +0.1% | +$1.17K | 0.13% | 114 |
|
|
2021
Q4 | $1.28M | Sell |
9,542
-760
| -7% | -$102K | 0.13% | 112 |
|
|
2021
Q3 | $1.37M | Sell |
10,302
-137
| -1% | -$18.2K | 0.15% | 109 |
|
|
2021
Q2 | $1.46M | Sell |
10,439
-876
| -8% | -$123K | 0.17% | 105 |
|
|
2021
Q1 | $1.44M | Sell |
11,315
-495
| -4% | -$63K | 0.17% | 105 |
|
|
2020
Q4 | $1.42M | Sell |
11,810
-1,584
| -12% | -$191K | 0.18% | 99 |
|
|
2020
Q3 | $1.56M | Sell |
13,394
-3,623
| -21% | -$421K | 0.22% | 92 |
|
|
2020
Q2 | $1.97M | Sell |
17,017
-3,444
| -17% | -$398K | 0.29% | 82 |
|
|
2020
Q1 | $2.17M | Sell |
20,461
-2,040
| -9% | -$216K | 0.38% | 74 |
|
|
2019
Q4 | $2.88M | Sell |
22,501
-2,433
| -10% | -$312K | 0.4% | 73 |
|
|
2019
Q3 | $3.47M | Buy |
24,934
+5,201
| +26% | +$723K | 0.52% | 64 |
|
|
2019
Q2 | $2.6M | Sell |
19,733
-664
| -3% | -$87.5K | 0.49% | 63 |
|
|
2019
Q1 | $2.75M | Sell |
20,397
-4,888
| -19% | -$659K | 0.54% | 62 |
|
|
2018
Q4 | $2.75M | Sell |
25,285
-766
| -3% | -$83.3K | 0.62% | 57 |
|
|
2018
Q3 | $3.77M | Sell |
26,051
-606
| -2% | -$87.6K | 0.74% | 53 |
|
|
2018
Q2 | $3.56M | Sell |
26,657
-340
| -1% | -$45.4K | 0.75% | 56 |
|
|
2018
Q1 | $3.96M | Buy |
26,997
+982
| +4% | +$144K | 0.87% | 51 |
|
|
2017
Q4 | $3.82M | Buy |
26,015
+111
| +0.4% | +$16.3K | 0.82% | 49 |
|
|
2017
Q3 | $3.59M | Sell |
25,904
-52
| -0.2% | -$7.21K | 0.82% | 50 |
|
|
2017
Q2 | $3.82M | Sell |
25,956
-22
| -0.1% | -$3.24K | 0.91% | 45 |
|
|
2017
Q1 | $4.33M | Buy |
25,978
+365
| +1% | +$60.8K | 1.05% | 38 |
|
|
2016
Q4 | $4.07M | Buy |
25,613
+515
| +2% | +$81.7K | 1.05% | 40 |
|
|
2016
Q3 | $3.81M | Buy |
25,098
+1,363
| +6% | +$207K | 1.03% | 37 |
|
|
2016
Q2 | $3.44M | Sell |
23,735
-248
| -1% | -$36K | 0.98% | 44 |
|
|
2016
Q1 | $3.42M | Buy |
23,983
+785
| +3% | +$112K | 1% | 43 |
|
|
2015
Q4 | $3.05M | Buy |
23,198
+68
| +0.3% | +$8.95K | 0.94% | 45 |
|
|
2015
Q3 | $3.21M | Buy |
23,130
+1,910
| +9% | +$265K | 1.05% | 39 |
|
|
2015
Q2 | $3.3M | Buy |
21,220
+251
| +1% | +$39K | 1.06% | 38 |
|
|
2015
Q1 | $3.22M | Sell |
20,969
-6
| -0% | -$921 | 1.07% | 38 |
|
|
2014
Q4 | $3.22M | Buy |
20,975
+388
| +2% | +$59.5K | 1.01% | 39 |
|
|
2014
Q3 | $3.74M | Sell |
20,587
-28
| -0.1% | -$5.08K | 1.21% | 27 |
|
|
2014
Q2 | $3.57M | Sell |
20,615
-283
| -1% | -$49K | 1.16% | 31 |
|
|
2014
Q1 | $3.85M | Sell |
20,898
-196
| -0.9% | -$36.1K | 1.34% | 24 |
|
|
2013
Q4 | $3.78M | Sell |
21,094
-128
| -0.6% | -$23K | 1.34% | 21 |
|
|
2013
Q3 | $3.76M | Sell |
21,222
-610
| -3% | -$108K | 1.48% | 17 |
|
|
2013
Q2 | $3.99M | Buy |
+21,832
| New | +$3.99M | 1.71% | 16 |
|