Berkshire 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 | $3.75M | Buy |
12,714
+1
| +0% | +$295 | 0.17% | 73 |
|
|
2025
Q1 | $3.23M | Buy |
12,713
+284
| +2% | +$72.2K | 0.15% | 80 |
|
|
2024
Q4 | $2.79M | Buy |
12,429
+5,260
| +73% | +$1.18M | 0.13% | 86 |
|
|
2024
Q3 | $1.24M | Hold |
7,169
| – | – | 0.06% | 125 |
|
|
2024
Q2 | $1.24M | Sell |
7,169
-226
| -3% | -$39.1K | 0.06% | 126 |
|
|
2024
Q1 | $1.41M | Sell |
7,395
-15
| -0.2% | -$2.86K | 0.07% | 107 |
|
|
2023
Q4 | $1.21M | Buy |
7,410
+1,361
| +22% | +$223K | 0.07% | 112 |
|
|
2023
Q3 | $849K | Buy |
6,049
+17
| +0.3% | +$2.39K | 0.05% | 125 |
|
|
2023
Q2 | $807K | Sell |
6,032
-202
| -3% | -$27K | 0.05% | 122 |
|
|
2023
Q1 | $817K | Buy |
+6,234
| New | +$817K | 0.05% | 120 |
|
|
2022
Q4 | – | Sell |
-6,064
| Closed | -$720K | – | 177 |
|
|
2022
Q3 | $720K | Buy |
6,064
+487
| +9% | +$57.8K | 0.05% | 120 |
|
|
2022
Q2 | $787K | Sell |
5,577
-2
| -0% | -$282 | 0.05% | 120 |
|
|
2022
Q1 | $725K | Buy |
5,579
+743
| +15% | +$96.6K | 0.05% | 114 |
|
|
2021
Q4 | $646K | Sell |
4,836
-239
| -5% | -$31.9K | 0.04% | 146 |
|
|
2021
Q3 | $674K | Hold |
5,075
| – | – | 0.05% | 141 |
|
|
2021
Q2 | $711K | Sell |
5,075
-449
| -8% | -$62.9K | 0.05% | 133 |
|
|
2021
Q1 | $704K | Buy |
5,524
+612
| +12% | +$78K | 0.05% | 136 |
|
|
2020
Q4 | $591K | Buy |
4,912
+822
| +20% | +$98.9K | 0.05% | 138 |
|
|
2020
Q3 | $476K | Sell |
4,090
-383
| -9% | -$44.6K | 0.05% | 117 |
|
|
2020
Q2 | $516K | Sell |
4,473
-584
| -12% | -$67.4K | 0.05% | 112 |
|
|
2020
Q1 | $536K | Buy |
5,057
+587
| +13% | +$62.2K | 0.06% | 126 |
|
|
2019
Q4 | $573K | Sell |
4,470
-5,495
| -55% | -$704K | 0.05% | 116 |
|
|
2019
Q3 | $1.39M | Sell |
9,965
-782
| -7% | -$109K | 0.12% | 93 |
|
|
2019
Q2 | $1.42M | Buy |
10,747
+263
| +3% | +$34.7K | 0.12% | 92 |
|
|
2019
Q1 | $1.41M | Sell |
10,484
-680
| -6% | -$91.7K | 0.12% | 96 |
|
|
2018
Q4 | $1.21M | Sell |
11,164
-10,478
| -48% | -$1.14M | 0.11% | 99 |
|
|
2018
Q3 | $3.13M | Buy |
21,642
+503
| +2% | +$72.7K | 0.27% | 66 |
|
|
2018
Q2 | $2.82M | Sell |
21,139
-198
| -0.9% | -$26.4K | 0.26% | 65 |
|
|
2018
Q1 | $3.13M | Sell |
21,337
-89
| -0.4% | -$13.1K | 0.3% | 63 |
|
|
2017
Q4 | $3.14M | Buy |
21,426
+561
| +3% | +$82.3K | 0.3% | 62 |
|
|
2017
Q3 | $2.89M | Sell |
20,865
-82
| -0.4% | -$11.4K | 0.32% | 61 |
|
|
2017
Q2 | $3.08M | Buy |
20,947
+144
| +0.7% | +$21.2K | 0.35% | 62 |
|
|
2017
Q1 | $3.46M | Sell |
20,803
-5,739
| -22% | -$955K | 0.41% | 60 |
|
|
2016
Q4 | $4.21M | Buy |
26,542
+8,129
| +44% | +$1.29M | 0.54% | 53 |
|
|
2016
Q3 | $2.8M | Hold |
18,413
| – | – | 0.4% | 61 |
|
|
2016
Q2 | $2.67M | Buy |
18,413
+2,656
| +17% | +$385K | 0.41% | 58 |
|
|
2016
Q1 | $2.28M | Sell |
15,757
-1,514
| -9% | -$219K | 0.35% | 64 |
|
|
2015
Q4 | $2.27M | Buy |
17,271
+9,058
| +110% | +$1.19M | 0.38% | 60 |
|
|
2015
Q3 | $1.14M | Buy |
8,213
+125
| +2% | +$17.3K | 0.2% | 79 |
|
|
2015
Q2 | $1.26M | Buy |
8,088
+697
| +9% | +$108K | 0.21% | 78 |
|
|
2015
Q1 | $1.13M | Sell |
7,391
-5
| -0.1% | -$767 | 0.19% | 80 |
|
|
2014
Q4 | $1.14M | Sell |
7,396
-348
| -4% | -$53.4K | 0.19% | 81 |
|
|
2014
Q3 | $1.41M | Sell |
7,744
-18
| -0.2% | -$3.27K | 0.26% | 75 |
|
|
2014
Q2 | $1.35M | Sell |
7,762
-104
| -1% | -$18K | 0.25% | 76 |
|
|
2014
Q1 | $1.45M | Sell |
7,866
-653
| -8% | -$120K | 0.28% | 72 |
|
|
2013
Q4 | $1.53M | Buy |
8,519
+1,708
| +25% | +$306K | 0.29% | 69 |
|
|
2013
Q3 | $1.21M | Buy |
6,811
+1,095
| +19% | +$194K | 0.29% | 74 |
|
|
2013
Q2 | $1.04M | Buy |
+5,716
| New | +$1.04M | 0.29% | 73 |
|