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Bollard Group’s IBM IBM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$236K Hold
800
0.01% 173
2025
Q1
$199K Hold
800
0.01% 162
2024
Q4
$176K Hold
800
﹤0.01% 164
2024
Q3
$177K Hold
800
﹤0.01% 180
2024
Q2
$138K Hold
800
﹤0.01% 184
2024
Q1
$153K Hold
800
﹤0.01% 173
2023
Q4
$131K Hold
800
﹤0.01% 179
2023
Q3
$112K Sell
800
-10
-1% -$1.4K ﹤0.01% 180
2023
Q2
$108K Buy
810
+10
+1% +$1.33K ﹤0.01% 186
2023
Q1
$105K Hold
800
﹤0.01% 190
2022
Q4
$113K Hold
800
﹤0.01% 183
2022
Q3
$95K Hold
800
﹤0.01% 192
2022
Q2
$113K Hold
800
﹤0.01% 195
2022
Q1
$104K Hold
800
﹤0.01% 283
2021
Q4
$107K Hold
800
﹤0.01% 285
2021
Q3
$111K Hold
800
﹤0.01% 275
2021
Q2
$117K Hold
800
﹤0.01% 264
2021
Q1
$107K Hold
800
﹤0.01% 275
2020
Q4
$101K Sell
800
-394
-33% -$49.7K ﹤0.01% 266
2020
Q3
$145K Sell
1,194
-126
-10% -$15.3K 0.01% 217
2020
Q2
$159K Buy
1,320
+2
+0.2% +$241 0.01% 203
2020
Q1
$146K Hold
1,318
0.01% 152
2019
Q4
$177K Buy
1,318
+1
+0.1% +$134 0.01% 162
2019
Q3
$191K Buy
1,317
+2
+0.2% +$290 0.01% 162
2019
Q2
$181K Buy
1,315
+6
+0.5% +$826 0.01% 178
2019
Q1
$185K Buy
1,309
+6
+0.5% +$848 0.01% 177
2018
Q4
$148K Buy
1,303
+6
+0.5% +$682 0.01% 178
2018
Q3
$196K Buy
1,297
+5
+0.4% +$756 0.01% 173
2018
Q2
$180K Sell
1,292
-66
-5% -$9.2K 0.01% 174
2018
Q1
$208K Buy
1,358
+105
+8% +$16.1K 0.01% 172
2017
Q4
$192K Buy
1,253
+3
+0.2% +$460 0.01% 168
2017
Q3
$181K Sell
1,250
-6,825
-85% -$988K 0.01% 180
2017
Q2
$1.24M Buy
8,075
+71
+0.9% +$10.9K 0.07% 128
2017
Q1
$1.39M Buy
8,004
+56
+0.7% +$9.75K 0.08% 121
2016
Q4
$1.32M Sell
7,948
-2,063
-21% -$342K 0.09% 121
2016
Q3
$1.59M Buy
10,011
+79
+0.8% +$12.5K 0.1% 108
2016
Q2
$1.51M Buy
9,932
+81
+0.8% +$12.3K 0.1% 105
2016
Q1
$1.49M Buy
9,851
+80
+0.8% +$12.1K 0.12% 101
2015
Q4
$1.35M Sell
9,771
-3,681
-27% -$507K 0.11% 105
2015
Q3
$1.95M Buy
13,452
+109
+0.8% +$15.8K 0.16% 93
2015
Q2
$2.17M Buy
13,343
+96
+0.7% +$15.6K 0.16% 85
2015
Q1
$2.13M Buy
13,247
+829
+7% +$133K 0.16% 92
2014
Q4
$1.99M Sell
12,418
-64,296
-84% -$10.3M 0.18% 83
2014
Q3
$14.6M Sell
76,714
-982
-1% -$186K 1.38% 10
2014
Q2
$14.1M Sell
77,696
-540
-0.7% -$97.9K 1.36% 10
2014
Q1
$15.1M Sell
78,236
-4,428
-5% -$852K 1.52% 7
2013
Q4
$15.5M Buy
82,664
+40,921
+98% +$7.68M 1.71% 6
2013
Q3
$7.73M Sell
41,743
-370
-0.9% -$68.5K 0.91% 15
2013
Q2
$8.05M Buy
+42,113
New +$8.05M 1.55% 15