B
Bellecapital’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Sell |
2,223
-313
| -12% | -$92.3K | 0.12% | 68 |
|
|
2025
Q1 | $631K | Sell |
2,536
-485
| -16% | -$121K | 0.12% | 68 |
|
|
2024
Q4 | $664K | Sell |
3,021
-25
| -0.8% | -$5.5K | 0.12% | 73 |
|
|
2024
Q3 | $673K | Buy |
3,046
+25
| +0.8% | +$5.53K | 0.13% | 77 |
|
|
2024
Q2 | $522K | Sell |
3,021
-2,431
| -45% | -$420K | 0.11% | 99 |
|
|
2024
Q1 | $1.04M | Sell |
5,452
-890
| -14% | -$170K | 0.23% | 66 |
|
|
2023
Q4 | $1.04M | Sell |
6,342
-4,923
| -44% | -$805K | 0.23% | 63 |
|
|
2023
Q3 | $1.58M | Sell |
11,265
-41
| -0.4% | -$5.75K | 0.4% | 51 |
|
|
2023
Q2 | $1.51M | Buy |
11,306
+617
| +6% | +$82.6K | 0.37% | 52 |
|
|
2023
Q1 | $1.4M | Buy |
10,689
+1,615
| +18% | +$212K | 0.35% | 60 |
|
|
2022
Q4 | $1.28M | Hold |
9,074
| – | – | 0.36% | 56 |
|
|
2022
Q3 | $1.08M | Buy |
9,074
+780
| +9% | +$92.7K | 0.33% | 59 |
|
|
2022
Q2 | $1.17M | Sell |
8,294
-200
| -2% | -$28.2K | 0.33% | 61 |
|
|
2022
Q1 | $1.1M | Buy |
8,494
+186
| +2% | +$24.2K | 0.35% | 61 |
|
|
2021
Q4 | $1.11M | Buy |
8,308
+268
| +3% | +$35.8K | 0.32% | 63 |
|
|
2021
Q3 | $1.12M | Buy |
8,040
+3,992
| +99% | +$555K | 0.34% | 62 |
|
|
2021
Q2 | $593K | Buy |
4,048
+160
| +4% | +$23.4K | 0.18% | 102 |
|
|
2021
Q1 | $518K | Sell |
3,888
-1,359
| -26% | -$181K | 0.16% | 106 |
|
|
2020
Q4 | $660K | Buy |
5,247
+963
| +22% | +$121K | 0.22% | 81 |
|
|
2020
Q3 | $521K | Sell |
4,284
-3,081
| -42% | -$375K | 0.24% | 80 |
|
|
2020
Q2 | $889K | Buy |
7,365
+2,266
| +44% | +$274K | 0.42% | 53 |
|
|
2020
Q1 | $566K | Sell |
5,099
-545
| -10% | -$60.5K | 0.36% | 61 |
|
|
2019
Q4 | $757K | Sell |
5,644
-1,142
| -17% | -$153K | 0.39% | 61 |
|
|
2019
Q3 | $987K | Hold |
6,786
| – | – | 0.59% | 39 |
|
|
2019
Q2 | $936K | Sell |
6,786
-377
| -5% | -$52K | 0.58% | 36 |
|
|
2019
Q1 | $1.01M | Buy |
7,163
+684
| +11% | +$96.5K | 0.64% | 32 |
|
|
2018
Q4 | $736K | Buy |
6,479
+1,771
| +38% | +$201K | 0.52% | 37 |
|
|
2018
Q3 | $712K | Buy |
4,708
+2,284
| +94% | +$345K | 0.47% | 41 |
|
|
2018
Q2 | $339K | Sell |
2,424
-12,260
| -83% | -$1.71M | 0.24% | 63 |
|
|
2018
Q1 | $2.25M | Sell |
14,684
-557
| -4% | -$85.5K | 2.11% | 18 |
|
|
2017
Q4 | $2.34M | Buy |
15,241
+8,396
| +123% | +$1.29M | 1.89% | 19 |
|
|
2017
Q3 | $993K | Buy |
6,845
+1,100
| +19% | +$160K | 1.17% | 26 |
|
|
2017
Q2 | $884K | Buy |
5,745
+210
| +4% | +$32.3K | 0.77% | 29 |
|
|
2017
Q1 | $964K | Hold |
5,535
| – | – | 0.89% | 31 |
|
|
2016
Q4 | $919K | Buy |
5,535
+2,750
| +99% | +$457K | 0.82% | 31 |
|
|
2016
Q3 | $429K | Buy |
2,785
+1,300
| +88% | +$200K | 0.48% | 42 |
|
|
2016
Q2 | $225K | Buy |
+1,485
| New | +$225K | 0.25% | 55 |
|
|
2014
Q4 | – | Sell |
-4,470
| Closed | -$849K | – | 57 |
|
|
2014
Q3 | $849K | Buy |
4,470
+2,650
| +146% | +$503K | 0.99% | 27 |
|
|
2014
Q2 | $330K | Buy |
+1,820
| New | +$330K | 0.32% | 54 |
|