Boston Family Office’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
3,989
-70
| -2% | -$20.6K | 0.08% | 157 |
|
|
2025
Q1 | $1.01M | Sell |
4,059
-235
| -5% | -$58.4K | 0.07% | 162 |
|
|
2024
Q4 | $944K | Sell |
4,294
-98
| -2% | -$21.5K | 0.06% | 160 |
|
|
2024
Q3 | $971K | Sell |
4,392
-250
| -5% | -$55.3K | 0.07% | 158 |
|
|
2024
Q2 | $803K | Buy |
4,642
+500
| +12% | +$86.5K | 0.06% | 164 |
|
|
2024
Q1 | $791K | Buy |
4,142
+1,102
| +36% | +$210K | 0.06% | 163 |
|
|
2023
Q4 | $497K | Sell |
3,040
-492
| -14% | -$80.4K | 0.04% | 192 |
|
|
2023
Q3 | $495K | Buy |
3,532
+194
| +6% | +$27.2K | 0.04% | 184 |
|
|
2023
Q2 | $446K | Buy |
3,338
+260
| +8% | +$34.7K | 0.03% | 201 |
|
|
2023
Q1 | $404K | Buy |
3,078
+332
| +12% | +$43.6K | 0.03% | 210 |
|
|
2022
Q4 | $387K | Sell |
2,746
-2,737
| -50% | -$386K | 0.03% | 214 |
|
|
2022
Q3 | $652K | Sell |
5,483
-855
| -13% | -$102K | 0.06% | 172 |
|
|
2022
Q2 | $895K | Buy |
6,338
+1,760
| +38% | +$249K | 0.07% | 154 |
|
|
2022
Q1 | $595K | Sell |
4,578
-2,133
| -32% | -$277K | 0.04% | 191 |
|
|
2021
Q4 | $897K | Sell |
6,711
-455
| -6% | -$60.8K | 0.06% | 165 |
|
|
2021
Q3 | $952K | Sell |
7,166
-350
| -5% | -$46.5K | 0.07% | 157 |
|
|
2021
Q2 | $1.05M | Sell |
7,516
-721
| -9% | -$101K | 0.08% | 159 |
|
|
2021
Q1 | $1.06M | Sell |
8,237
-1,784
| -18% | -$230K | 0.08% | 158 |
|
|
2020
Q4 | $1.21M | Sell |
10,021
-2,411
| -19% | -$290K | 0.09% | 147 |
|
|
2020
Q3 | $1.45M | Sell |
12,432
-2,272
| -15% | -$264K | 0.13% | 119 |
|
|
2020
Q2 | $1.7M | Sell |
14,704
-536
| -4% | -$61.9K | 0.17% | 111 |
|
|
2020
Q1 | $1.62M | Hold |
15,240
| – | – | 0.19% | 101 |
|
|
2019
Q4 | $1.95M | Sell |
15,240
-3,975
| -21% | -$509K | 0.19% | 110 |
|
|
2019
Q3 | $2.67M | Buy |
19,215
+384
| +2% | +$53.4K | 0.28% | 89 |
|
|
2019
Q2 | $2.48M | Sell |
18,831
-1,589
| -8% | -$210K | 0.26% | 91 |
|
|
2019
Q1 | $2.76M | Sell |
20,420
-146
| -0.7% | -$19.7K | 0.3% | 89 |
|
|
2018
Q4 | $2.24M | Sell |
20,566
-767
| -4% | -$83.4K | 0.28% | 93 |
|
|
2018
Q3 | $3.08M | Sell |
21,333
-132
| -0.6% | -$19.1K | 0.33% | 91 |
|
|
2018
Q2 | $2.87M | Sell |
21,465
-3,833
| -15% | -$512K | 0.32% | 89 |
|
|
2018
Q1 | $3.71M | Sell |
25,298
-252
| -1% | -$37K | 0.42% | 76 |
|
|
2017
Q4 | $3.75M | Sell |
25,550
-214
| -0.8% | -$31.4K | 0.41% | 78 |
|
|
2017
Q3 | $3.57M | Sell |
25,764
-314
| -1% | -$43.5K | 0.41% | 78 |
|
|
2017
Q2 | $3.84M | Sell |
26,078
-1,066
| -4% | -$157K | 0.45% | 73 |
|
|
2017
Q1 | $4.52M | Sell |
27,144
-115
| -0.4% | -$19.1K | 0.56% | 62 |
|
|
2016
Q4 | $4.33M | Buy |
27,259
+96
| +0.4% | +$15.2K | 0.56% | 59 |
|
|
2016
Q3 | $4.13M | Sell |
27,163
-125
| -0.5% | -$19K | 0.53% | 62 |
|
|
2016
Q2 | $3.96M | Sell |
27,288
-523
| -2% | -$75.9K | 0.51% | 66 |
|
|
2016
Q1 | $4.03M | Sell |
27,811
-137
| -0.5% | -$19.8K | 0.53% | 62 |
|
|
2015
Q4 | $3.68M | Sell |
27,948
-1,055
| -4% | -$139K | 0.5% | 70 |
|
|
2015
Q3 | $4.02M | Sell |
29,003
-79
| -0.3% | -$11K | 0.56% | 60 |
|
|
2015
Q2 | $4.52M | Sell |
29,082
-3,520
| -11% | -$547K | 0.57% | 58 |
|
|
2015
Q1 | $5M | Sell |
32,602
-1,532
| -4% | -$235K | 0.62% | 50 |
|
|
2014
Q4 | $5.24M | Sell |
34,134
-2,867
| -8% | -$440K | 0.65% | 49 |
|
|
2014
Q3 | $6.72M | Sell |
37,001
-126
| -0.3% | -$22.9K | 0.86% | 34 |
|
|
2014
Q2 | $6.43M | Buy |
37,127
+647
| +2% | +$112K | 0.82% | 38 |
|
|
2014
Q1 | $6.71M | Sell |
36,480
-602
| -2% | -$111K | 0.89% | 33 |
|
|
2013
Q4 | $6.65M | Sell |
37,082
-408
| -1% | -$73.2K | 0.88% | 35 |
|
|
2013
Q3 | $6.64M | Sell |
37,490
-811
| -2% | -$144K | 0.94% | 31 |
|
|
2013
Q2 | $7M | Buy |
+38,301
| New | +$7M | 1.06% | 28 |
|