Birch Hill Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.7M | Sell |
270,337
-2,490
| -0.9% | -$734K | 3.54% | 6 |
|
|
2025
Q1 | $67.8M | Sell |
272,827
-7,546
| -3% | -$1.88M | 3.22% | 11 |
|
|
2024
Q4 | $61.6M | Buy |
280,373
+85
| +0% | +$18.7K | 2.87% | 11 |
|
|
2024
Q3 | $62M | Sell |
280,288
-2,837
| -1% | -$627K | 2.91% | 11 |
|
|
2024
Q2 | $49M | Sell |
283,125
-1,535
| -0.5% | -$265K | 2.37% | 14 |
|
|
2024
Q1 | $54.4M | Buy |
284,660
+512
| +0.2% | +$97.8K | 2.65% | 14 |
|
|
2023
Q4 | $46.5M | Buy |
284,148
+4,775
| +2% | +$781K | 2.47% | 14 |
|
|
2023
Q3 | $39.2M | Buy |
279,373
+4,597
| +2% | +$645K | 2.34% | 15 |
|
|
2023
Q2 | $36.8M | Sell |
274,776
-7,720
| -3% | -$1.03M | 2.11% | 14 |
|
|
2023
Q1 | $37M | Sell |
282,496
-19,946
| -7% | -$2.61M | 2.3% | 14 |
|
|
2022
Q4 | $42.6M | Sell |
302,442
-3,290
| -1% | -$464K | 2.72% | 13 |
|
|
2022
Q3 | $36.3M | Sell |
305,732
-9,329
| -3% | -$1.11M | 2.45% | 16 |
|
|
2022
Q2 | $44.5M | Buy |
315,061
+21,384
| +7% | +$3.02M | 2.78% | 13 |
|
|
2022
Q1 | $38.2M | Buy |
293,677
+286,494
| +3,989% | +$37.3M | 2.04% | 19 |
|
|
2021
Q4 | $960K | Sell |
7,183
-540
| -7% | -$72.2K | 0.05% | 100 |
|
|
2021
Q3 | $1.03M | Buy |
7,723
+1,605
| +26% | +$213K | 0.06% | 98 |
|
|
2021
Q2 | $857K | Sell |
6,118
-116
| -2% | -$16.2K | 0.05% | 102 |
|
|
2021
Q1 | $794K | Sell |
6,234
-1,034
| -14% | -$132K | 0.05% | 101 |
|
|
2020
Q4 | $875K | Buy |
7,268
+471
| +7% | +$56.7K | 0.05% | 92 |
|
|
2020
Q3 | $791K | Buy |
6,797
+209
| +3% | +$24.3K | 0.05% | 92 |
|
|
2020
Q2 | $761K | Hold |
6,588
| – | – | 0.06% | 88 |
|
|
2020
Q1 | $699K | Sell |
6,588
-314
| -5% | -$33.3K | 0.06% | 88 |
|
|
2019
Q4 | $884K | Sell |
6,902
-732
| -10% | -$93.8K | 0.06% | 92 |
|
|
2019
Q3 | $1.06M | Buy |
7,634
+289
| +4% | +$40.2K | 0.08% | 88 |
|
|
2019
Q2 | $968K | Hold |
7,345
| – | – | 0.07% | 90 |
|
|
2019
Q1 | $991K | Sell |
7,345
-169
| -2% | -$22.8K | 0.08% | 84 |
|
|
2018
Q4 | $817K | Sell |
7,514
-106
| -1% | -$11.5K | 0.07% | 87 |
|
|
2018
Q3 | $1.1M | Sell |
7,620
-2,445
| -24% | -$354K | 0.08% | 84 |
|
|
2018
Q2 | $1.34M | Sell |
10,065
-920
| -8% | -$123K | 0.11% | 79 |
|
|
2018
Q1 | $1.61M | Buy |
10,985
+502
| +5% | +$73.6K | 0.13% | 70 |
|
|
2017
Q4 | $1.54M | Sell |
10,483
-188
| -2% | -$27.6K | 0.13% | 68 |
|
|
2017
Q3 | $1.48M | Sell |
10,671
-815
| -7% | -$113K | 0.13% | 67 |
|
|
2017
Q2 | $1.69M | Sell |
11,486
-1,652
| -13% | -$243K | 0.15% | 65 |
|
|
2017
Q1 | $2.19M | Buy |
13,138
+4
| +0% | +$666 | 0.19% | 60 |
|
|
2016
Q4 | $2.08M | Sell |
13,134
-705
| -5% | -$112K | 0.19% | 59 |
|
|
2016
Q3 | $2.1M | Sell |
13,839
-1,498
| -10% | -$228K | 0.2% | 59 |
|
|
2016
Q2 | $2.23M | Sell |
15,337
-677
| -4% | -$98.3K | 0.22% | 57 |
|
|
2016
Q1 | $2.32M | Sell |
16,014
-1,417
| -8% | -$205K | 0.24% | 56 |
|
|
2015
Q4 | $2.29M | Sell |
17,431
-4,502
| -21% | -$592K | 0.24% | 58 |
|
|
2015
Q3 | $3.04M | Sell |
21,933
-356
| -2% | -$49.3K | 0.33% | 55 |
|
|
2015
Q2 | $3.47M | Sell |
22,289
-3,651
| -14% | -$568K | 0.36% | 52 |
|
|
2015
Q1 | $3.98M | Sell |
25,940
-613
| -2% | -$94.1K | 0.41% | 52 |
|
|
2014
Q4 | $4.07M | Sell |
26,553
-627
| -2% | -$96.2K | 0.41% | 51 |
|
|
2014
Q3 | $4.93M | Sell |
27,180
-2,941
| -10% | -$534K | 0.51% | 45 |
|
|
2014
Q2 | $5.22M | Sell |
30,121
-4,236
| -12% | -$734K | 0.55% | 43 |
|
|
2014
Q1 | $6.32M | Sell |
34,357
-21,463
| -38% | -$3.95M | 0.68% | 38 |
|
|
2013
Q4 | $10M | Sell |
55,820
-5,667
| -9% | -$1.02M | 1.07% | 31 |
|
|
2013
Q3 | $10.9M | Sell |
61,487
-14,165
| -19% | -$2.51M | 1.29% | 27 |
|
|
2013
Q2 | $13.8M | Buy |
+75,652
| New | +$13.8M | 1.73% | 24 |
|