Bellevue Asset 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 | $30.5K | Buy |
103
+1
| +1% | +$296 | 0.01% | 202 |
|
|
2025
Q1 | $25.6K | Hold |
102
| – | – | 0.01% | 214 |
|
|
2024
Q4 | $22.6K | Hold |
102
| – | – | 0.01% | 228 |
|
|
2024
Q3 | $22.6K | Buy |
102
+1
| +1% | +$222 | 0.01% | 223 |
|
|
2024
Q2 | $17.6K | Hold |
101
| – | – | 0.01% | 235 |
|
|
2024
Q1 | $19.3K | Buy |
101
+1
| +1% | +$191 | 0.01% | 224 |
|
|
2023
Q4 | $16.5K | Sell |
100
-20
| -17% | -$3.29K | 0.01% | 237 |
|
|
2023
Q3 | $16.9K | Buy |
120
+1
| +0.8% | +$140 | 0.01% | 230 |
|
|
2023
Q2 | $16K | Buy |
119
+1
| +0.8% | +$134 | 0.01% | 238 |
|
|
2023
Q1 | $15.6K | Hold |
118
| – | – | 0.01% | 242 |
|
|
2022
Q4 | $16.5K | Hold |
118
| – | – | 0.01% | 243 |
|
|
2022
Q3 | $14K | Buy |
118
+2
| +2% | +$237 | 0.01% | 260 |
|
|
2022
Q2 | $17K | Hold |
116
| – | – | 0.01% | 254 |
|
|
2022
Q1 | $15K | Buy |
116
+1
| +0.9% | +$129 | 0.01% | 283 |
|
|
2021
Q4 | $15K | Buy |
115
+47
| +69% | +$6.13K | 0.01% | 297 |
|
|
2021
Q3 | $9K | Hold |
68
| – | – | 0.01% | 338 |
|
|
2021
Q2 | $9K | Sell |
68
-167
| -71% | -$22.1K | 0.01% | 341 |
|
|
2021
Q1 | $30K | Hold |
235
| – | – | 0.02% | 235 |
|
|
2020
Q4 | $27K | Hold |
235
| – | – | 0.02% | 241 |
|
|
2020
Q3 | $27K | Hold |
235
| – | – | 0.02% | 228 |
|
|
2020
Q2 | $27K | Hold |
235
| – | – | 0.03% | 225 |
|
|
2020
Q1 | $28K | Hold |
235
| – | – | 0.03% | 225 |
|
|
2019
Q4 | $30K | Buy |
+235
| New | +$30K | 0.02% | 210 |
|