Bontempo Ohly 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 | $4.76M | Buy |
16,147
+75
| +0.5% | +$22.1K | 2.16% | 10 |
|
2025
Q1 | $4M | Sell |
16,072
-4,076
| -20% | -$1.01M | 1.93% | 22 |
|
2024
Q4 | $4.43M | Sell |
20,148
-381
| -2% | -$83.8K | 2.16% | 10 |
|
2024
Q3 | $4.54M | Sell |
20,529
-213
| -1% | -$47.1K | 2.07% | 13 |
|
2024
Q2 | $3.59M | Sell |
20,742
-21
| -0.1% | -$3.63K | 1.79% | 21 |
|
2024
Q1 | $3.96M | Sell |
20,763
-1,711
| -8% | -$327K | 1.93% | 19 |
|
2023
Q4 | $3.68M | Buy |
22,474
+112
| +0.5% | +$18.3K | 1.78% | 16 |
|
2023
Q3 | $3.14M | Sell |
22,362
-1,319
| -6% | -$185K | 1.72% | 17 |
|
2023
Q2 | $3.17M | Sell |
23,681
-94
| -0.4% | -$12.6K | 1.54% | 20 |
|
2023
Q1 | $3.12M | Buy |
23,775
+591
| +3% | +$77.5K | 1.55% | 23 |
|
2022
Q4 | $3.27M | Sell |
23,184
-77
| -0.3% | -$10.8K | 1.94% | 16 |
|
2022
Q3 | $2.76M | Sell |
23,261
-77
| -0.3% | -$9.15K | 1.83% | 20 |
|
2022
Q2 | $3.3M | Sell |
23,338
-119
| -0.5% | -$16.8K | 2.04% | 17 |
|
2022
Q1 | $3.05M | Sell |
23,457
-88
| -0.4% | -$11.4K | 1.68% | 22 |
|
2021
Q4 | $3.15M | Sell |
23,545
-812
| -3% | -$109K | 1.62% | 22 |
|
2021
Q3 | $3.24M | Sell |
24,357
-183
| -0.7% | -$24.3K | 1.81% | 19 |
|
2021
Q2 | $3.44M | Sell |
24,540
-74
| -0.3% | -$10.4K | 1.87% | 21 |
|
2021
Q1 | $3.14M | Buy |
24,614
+2,002
| +9% | +$255K | 1.75% | 24 |
|
2020
Q4 | $2.72M | Buy |
22,612
+388
| +2% | +$46.7K | 1.63% | 21 |
|
2020
Q3 | $2.59M | Sell |
22,224
-15
| -0.1% | -$1.75K | 1.76% | 20 |
|
2020
Q2 | $2.57M | Sell |
22,239
-135
| -0.6% | -$15.6K | 1.82% | 20 |
|
2020
Q1 | $2.37M | Sell |
22,374
-480
| -2% | -$50.9K | 1.97% | 16 |
|
2019
Q4 | $2.93M | Buy |
22,854
+79
| +0.3% | +$10.1K | 1.95% | 17 |
|
2019
Q3 | $3.17M | Buy |
22,775
+120
| +0.5% | +$16.7K | 2.25% | 10 |
|
2019
Q2 | $2.99M | Buy |
22,655
+260
| +1% | +$34.3K | 2.16% | 14 |
|
2019
Q1 | $3.02M | Buy |
22,395
+384
| +2% | +$51.8K | 2.19% | 9 |
|
2018
Q4 | $2.39M | Buy |
22,011
+484
| +2% | +$52.6K | 1.77% | 18 |
|
2018
Q3 | $3.11M | Buy |
21,527
+1,205
| +6% | +$174K | 2.07% | 8 |
|
2018
Q2 | $2.71M | Buy |
20,322
+329
| +2% | +$43.9K | 2.13% | 9 |
|
2018
Q1 | $2.93M | Buy |
19,993
+54
| +0.3% | +$7.92K | 2.34% | 8 |
|
2017
Q4 | $2.87M | Sell |
19,939
-1,337
| -6% | -$193K | 2.24% | 8 |
|
2017
Q3 | $2.95M | Buy |
21,276
+64
| +0.3% | +$8.88K | 2.29% | 10 |
|
2017
Q2 | $3.12M | Sell |
21,212
-190
| -0.9% | -$27.9K | 2.52% | 7 |
|
2017
Q1 | $3.56M | Sell |
21,402
-1,612
| -7% | -$268K | 2.85% | 4 |
|
2016
Q4 | $3.65M | Sell |
23,014
-33
| -0.1% | -$5.24K | 2.98% | 3 |
|
2016
Q3 | $3.5M | Sell |
23,047
-42
| -0.2% | -$6.38K | 2.93% | 7 |
|
2016
Q2 | $3.35M | Buy |
23,089
+335
| +1% | +$48.6K | 2.89% | 7 |
|
2016
Q1 | $3.29M | Buy |
+22,754
| New | +$3.29M | 2.89% | 5 |
|