Blue Edge Capital’s IBM IBM Stock Holding History

Blue Edge Capital’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.99M	Sell	6,742 -34	-0.5%	-$10K	0.3%	62
2025 Q1	$1.68M	Buy	6,776 +39	+0.6%	+$9.7K	0.27%	59
2024 Q4	$1.48M	Buy	6,737 +135	+2%	+$29.7K	0.23%	63
2024 Q3	$1.46M	Buy	6,602 +333	+5%	+$73.6K	0.23%	63
2024 Q2	$1.08M	Hold	6,269	–	–	0.18%	71
2024 Q1	$1.2M	Hold	6,269	–	–	0.2%	71
2023 Q4	$1.03M	Hold	6,269	–	–	0.19%	66
2023 Q3	$880K	Hold	6,269	–	–	0.18%	68
2023 Q2	$839K	Hold	6,269	–	–	0.17%	69
2023 Q1	$822K	Buy	6,269 +1,501	+31%	+$197K	0.18%	70
2022 Q4	$672K	Hold	4,768	–	–	0.15%	76
2022 Q3	$566K	Hold	4,768	–	–	0.14%	79
2022 Q2	$673K	Hold	4,768	–	–	0.16%	74
2022 Q1	$620K	Sell	4,768 -732	-13%	-$95.2K	0.12%	81
2021 Q4	$735K	Sell	5,500 -253	-4%	-$33.8K	0.14%	75
2021 Q3	$764K	Hold	5,753	–	–	0.16%	69
2021 Q2	$806K	Hold	5,753	–	–	0.17%	72
2021 Q1	$733K	Hold	5,753	–	–	0.16%	72
2020 Q4	$692K	Hold	5,753	–	–	0.17%	74
2020 Q3	$669K	Hold	5,753	–	–	0.18%	71
2020 Q2	$664K	Hold	5,753	–	–	0.2%	67
2020 Q1	$610K	Hold	5,753	–	–	0.22%	71
2019 Q4	$737K	Hold	5,753	–	–	0.23%	65
2019 Q3	$800K	Hold	5,753	–	–	0.27%	61
2019 Q2	$758K	Hold	5,753	–	–	0.27%	61
2019 Q1	$776K	Sell	5,753 -3,138	-35%	-$423K	0.29%	61
2018 Q4	$966K	Hold	8,891	–	–	0.42%	55
2018 Q3	$1.29M	Hold	8,891	–	–	0.48%	53
2018 Q2	$1.19M	Hold	8,891	–	–	0.48%	52
2018 Q1	$1.3M	Hold	8,891	–	–	0.53%	52
2017 Q4	$1.3M	Hold	8,891	–	–	0.52%	55
2017 Q3	$1.23M	Hold	8,891	–	–	0.56%	52
2017 Q2	$1.31M	Hold	8,891	–	–	0.62%	44
2017 Q1	$1.48M	Hold	8,891	–	–	0.74%	40
2016 Q4	$1.41M	Hold	8,891	–	–	0.79%	42
2016 Q3	$1.35M	Hold	8,891	–	–	0.74%	41
2016 Q2	$1.29M	Hold	8,891	–	–	0.71%	42
2016 Q1	$1.29M	Buy	8,891 +4,184	+89%	+$606K	0.76%	42
2015 Q4	$619K	Hold	4,707	–	–	0.4%	55
2015 Q3	$652K	Hold	4,707	–	–	0.47%	55
2015 Q2	$732K	Hold	4,707	–	–	0.48%	58
2015 Q1	$722K	Hold	4,707	–	–	0.48%	58
2014 Q4	$722K	Hold	4,707	–	–	0.49%	57
2014 Q3	$854K	Hold	4,707	–	–	0.6%	54
2014 Q2	$816K	Hold	4,707	–	–	0.55%	53
2014 Q1	$866K	Hold	4,707	–	–	0.6%	49
2013 Q4	$844K	Buy	+4,707	New	+$844K	0.62%	53