Boltwood Capital 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 | $765K | Sell |
2,595
-97
| -4% | -$28.6K | 0.22% | 94 |
|
|
2025
Q1 | $669K | Sell |
2,692
-90
| -3% | -$22.4K | 0.2% | 97 |
|
|
2024
Q4 | $612K | Sell |
2,782
-2,081
| -43% | -$457K | 0.19% | 99 |
|
|
2024
Q3 | $1.08M | Sell |
4,863
-533
| -10% | -$118K | 0.32% | 72 |
|
|
2024
Q2 | $933K | Sell |
5,396
-34
| -0.6% | -$5.88K | 0.29% | 76 |
|
|
2024
Q1 | $1.04M | Sell |
5,430
-105
| -2% | -$20.1K | 0.32% | 73 |
|
|
2023
Q4 | $905K | Buy |
5,535
+185
| +3% | +$30.3K | 0.3% | 81 |
|
|
2023
Q3 | $751K | Buy |
5,350
+230
| +4% | +$32.3K | 0.28% | 83 |
|
|
2023
Q2 | $685K | Hold |
5,120
| – | – | 0.25% | 91 |
|
|
2023
Q1 | $671K | Buy |
5,120
+83
| +2% | +$10.9K | 0.25% | 90 |
|
|
2022
Q4 | $710K | Buy |
5,037
+215
| +4% | +$30.3K | 0.29% | 84 |
|
|
2022
Q3 | $573K | Buy |
4,822
+520
| +12% | +$61.8K | 0.26% | 90 |
|
|
2022
Q2 | $607K | Buy |
4,302
+40
| +0.9% | +$5.64K | 0.26% | 94 |
|
|
2022
Q1 | $554K | Buy |
4,262
+2,027
| +91% | +$263K | 0.21% | 108 |
|
|
2021
Q4 | $299K | Sell |
2,235
-103
| -4% | -$13.8K | 0.11% | 135 |
|
|
2021
Q3 | $311K | Sell |
2,338
-209
| -8% | -$27.8K | 0.13% | 132 |
|
|
2021
Q2 | $357K | Sell |
2,547
-52
| -2% | -$7.29K | 0.15% | 124 |
|
|
2021
Q1 | $331K | Sell |
2,599
-157
| -6% | -$20K | 0.15% | 125 |
|
|
2020
Q4 | $332K | Sell |
2,756
-183
| -6% | -$22K | 0.16% | 118 |
|
|
2020
Q3 | $342K | Sell |
2,939
-26
| -0.9% | -$3.03K | 0.19% | 113 |
|
|
2020
Q2 | $342K | Sell |
2,965
-105
| -3% | -$12.1K | 0.21% | 106 |
|
|
2020
Q1 | $326K | Sell |
3,070
-157
| -5% | -$16.7K | 0.23% | 106 |
|
|
2019
Q4 | $414K | Sell |
3,227
-73
| -2% | -$9.37K | 0.23% | 106 |
|
|
2019
Q3 | $459K | Hold |
3,300
| – | – | 0.29% | 94 |
|
|
2019
Q2 | $435K | Hold |
3,300
| – | – | 0.28% | 93 |
|
|
2019
Q1 | $445K | Hold |
3,300
| – | – | 0.29% | 93 |
|
|
2018
Q4 | $358K | Hold |
3,300
| – | – | 0.25% | 101 |
|
|
2018
Q3 | $477K | Hold |
3,300
| – | – | 0.28% | 103 |
|
|
2018
Q2 | $440K | Sell |
3,300
-166
| -5% | -$22.1K | 0.29% | 101 |
|
|
2018
Q1 | $508K | Sell |
3,466
-157
| -4% | -$23K | 0.35% | 88 |
|
|
2017
Q4 | $531K | Sell |
3,623
-386
| -10% | -$56.6K | 0.32% | 88 |
|
|
2017
Q3 | $556K | Hold |
4,009
| – | – | 0.36% | 83 |
|
|
2017
Q2 | $589K | Hold |
4,009
| – | – | 0.4% | 81 |
|
|
2017
Q1 | $667K | Sell |
4,009
-105
| -3% | -$17.5K | 0.47% | 72 |
|
|
2016
Q4 | $652K | Hold |
4,114
| – | – | 0.5% | 67 |
|
|
2016
Q3 | $624K | Buy |
4,114
+614
| +18% | +$93.1K | 0.5% | 67 |
|
|
2016
Q2 | $508K | Hold |
3,500
| – | – | 0.42% | 71 |
|
|
2016
Q1 | $507K | Buy |
3,500
+16
| +0.5% | +$2.32K | 0.45% | 72 |
|
|
2015
Q4 | $458K | Hold |
3,484
| – | – | 0.42% | 71 |
|
|
2015
Q3 | $483K | Hold |
3,484
| – | – | 0.51% | 65 |
|
|
2015
Q2 | $542K | Sell |
3,484
-13
| -0.4% | -$2.02K | 0.53% | 59 |
|
|
2015
Q1 | $537K | Sell |
3,497
-314
| -8% | -$48.2K | 0.16% | 77 |
|
|
2014
Q4 | $584K | Sell |
3,811
-441
| -10% | -$67.6K | 0.17% | 75 |
|
|
2014
Q3 | $772K | Sell |
4,252
-1,445
| -25% | -$262K | 0.23% | 64 |
|
|
2014
Q2 | $987K | Buy |
5,697
+1,660
| +41% | +$288K | 0.29% | 57 |
|
|
2014
Q1 | $743K | Hold |
4,037
| – | – | 0.23% | 60 |
|
|
2013
Q4 | $724K | Sell |
4,037
-348
| -8% | -$62.4K | 0.24% | 58 |
|
|
2013
Q3 | $776K | Buy |
4,385
+157
| +4% | +$27.8K | 0.28% | 56 |
|
|
2013
Q2 | $772K | Buy |
+4,228
| New | +$772K | 0.32% | 52 |
|