Blue Chip Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
3,915
+59
| +2% | +$17.4K | 0.09% | 75 |
|
|
2025
Q1 | $959K | Buy |
3,856
+70
| +2% | +$17.4K | 0.08% | 82 |
|
|
2024
Q4 | $832K | Buy |
3,786
+170
| +5% | +$37.4K | 0.07% | 90 |
|
|
2024
Q3 | $800K | Buy |
3,616
+566
| +19% | +$125K | 0.07% | 84 |
|
|
2024
Q2 | $527K | Sell |
3,050
-21
| -0.7% | -$3.63K | 0.05% | 89 |
|
|
2024
Q1 | $586K | Buy |
3,071
+27
| +0.9% | +$5.16K | 0.06% | 86 |
|
|
2023
Q4 | $498K | Buy |
3,044
+66
| +2% | +$10.8K | 0.05% | 93 |
|
|
2023
Q3 | $418K | Sell |
2,978
-7,306
| -71% | -$1.03M | 0.05% | 93 |
|
|
2023
Q2 | $1.38M | Buy |
10,284
+20
| +0.2% | +$2.68K | 0.16% | 66 |
|
|
2023
Q1 | $1.35M | Buy |
10,264
+4
| +0% | +$524 | 0.16% | 66 |
|
|
2022
Q4 | $1.45M | Sell |
10,260
-28
| -0.3% | -$3.95K | 0.18% | 64 |
|
|
2022
Q3 | $1.22M | Buy |
10,288
+37
| +0.4% | +$4.4K | 0.17% | 58 |
|
|
2022
Q2 | $1.45M | Buy |
10,251
+4
| +0% | +$565 | 0.18% | 60 |
|
|
2022
Q1 | $1.33M | Buy |
10,247
+5
| +0% | +$650 | 0.17% | 64 |
|
|
2021
Q4 | $1.37M | Sell |
10,242
-555
| -5% | -$74.2K | 0.17% | 62 |
|
|
2021
Q3 | $1.43M | Buy |
10,797
+5
| +0% | +$664 | 0.2% | 56 |
|
|
2021
Q2 | $1.51M | Buy |
10,792
+5
| +0% | +$701 | 0.22% | 53 |
|
|
2021
Q1 | $1.37M | Buy |
+10,787
| New | +$1.37M | 0.21% | 53 |
|
|
2020
Q3 | – | Sell |
-1,850
| Closed | -$214K | – | 138 |
|
|
2020
Q2 | $214K | Buy |
1,850
+2
| +0.1% | +$231 | 0.04% | 97 |
|
|
2020
Q1 | $196K | Buy |
+1,848
| New | +$196K | 0.05% | 93 |
|
|
2019
Q4 | – | Sell |
-1,600
| Closed | -$222K | – | 156 |
|
|
2019
Q3 | $222K | Buy |
+1,600
| New | +$222K | 0.05% | 110 |
|
|
2018
Q2 | – | Sell |
-31,076
| Closed | -$4.56M | – | 146 |
|
|
2018
Q1 | $4.56M | Buy |
31,076
+3,226
| +12% | +$473K | 1.26% | 31 |
|
|
2017
Q4 | $4.09M | Buy |
27,850
+1,398
| +5% | +$205K | 1.21% | 33 |
|
|
2017
Q3 | $3.67M | Sell |
26,452
-661
| -2% | -$91.7K | 1.18% | 32 |
|
|
2017
Q2 | $3.99M | Buy |
27,113
+1,041
| +4% | +$153K | 1.39% | 26 |
|
|
2017
Q1 | $4.34M | Buy |
26,072
+1,220
| +5% | +$203K | 1.64% | 17 |
|
|
2016
Q4 | $3.94M | Buy |
24,852
+3,735
| +18% | +$593K | 1.55% | 23 |
|
|
2016
Q3 | $3.21M | Buy |
21,117
+1,546
| +8% | +$235K | 1.42% | 27 |
|
|
2016
Q2 | $2.84M | Buy |
19,571
+2,099
| +12% | +$305K | 1.28% | 31 |
|
|
2016
Q1 | $2.53M | Buy |
17,472
+2,232
| +15% | +$323K | 1.23% | 32 |
|
|
2015
Q4 | $2.01M | Buy |
15,240
+3,371
| +28% | +$443K | 1.04% | 38 |
|
|
2015
Q3 | $1.65M | Buy |
11,869
+2,821
| +31% | +$391K | 1.05% | 39 |
|
|
2015
Q2 | $1.41M | Buy |
9,048
+2,619
| +41% | +$407K | 0.9% | 42 |
|
|
2015
Q1 | $986K | Buy |
6,429
+1,428
| +29% | +$219K | 0.67% | 50 |
|
|
2014
Q4 | $767K | Buy |
+5,001
| New | +$767K | 0.54% | 52 |
|