Boston Financial Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.55M | Buy |
7,035
+800
| +13% | +$176K | 0.05% | 163 |
|
|
2024
Q3 | $1.38M | Sell |
6,235
-13
| -0.2% | -$2.87K | 0.04% | 174 |
|
|
2024
Q2 | $1.08M | Sell |
6,248
-171
| -3% | -$29.6K | 0.03% | 184 |
|
|
2024
Q1 | $1.23M | Buy |
6,419
+14
| +0.2% | +$2.67K | 0.04% | 183 |
|
|
2023
Q4 | $1.05M | Buy |
6,405
+623
| +11% | +$102K | 0.04% | 189 |
|
|
2023
Q3 | $811K | Buy |
5,782
+93
| +2% | +$13K | 0.03% | 188 |
|
|
2023
Q2 | $761K | Buy |
5,689
+648
| +13% | +$86.7K | 0.03% | 204 |
|
|
2023
Q1 | $661K | Sell |
5,041
-1,224
| -20% | -$160K | 0.03% | 207 |
|
|
2022
Q4 | $883K | Hold |
6,265
| – | – | 0.04% | 186 |
|
|
2022
Q3 | $744K | Buy |
6,265
+1,794
| +40% | +$213K | 0.03% | 191 |
|
|
2022
Q2 | $631K | Buy |
4,471
+333
| +8% | +$47K | 0.03% | 190 |
|
|
2022
Q1 | $538K | Sell |
4,138
-38
| -0.9% | -$4.94K | 0.02% | 201 |
|
|
2021
Q4 | $558K | Sell |
4,176
-189
| -4% | -$25.3K | 0.02% | 183 |
|
|
2021
Q3 | $580K | Hold |
4,365
| – | – | 0.02% | 174 |
|
|
2021
Q2 | $612K | Hold |
4,365
| – | – | 0.02% | 160 |
|
|
2021
Q1 | $556K | Sell |
4,365
-105
| -2% | -$13.4K | 0.02% | 162 |
|
|
2020
Q4 | $538K | Sell |
4,470
-287
| -6% | -$34.5K | 0.02% | 162 |
|
|
2020
Q3 | $553K | Sell |
4,757
-153
| -3% | -$17.8K | 0.03% | 160 |
|
|
2020
Q2 | $567K | Buy |
4,910
+805
| +20% | +$93K | 0.03% | 153 |
|
|
2020
Q1 | $435K | Sell |
4,105
-291
| -7% | -$30.8K | 0.03% | 164 |
|
|
2019
Q4 | $563K | Sell |
4,396
-2,793
| -39% | -$358K | 0.03% | 161 |
|
|
2019
Q3 | $999K | Buy |
7,189
+257
| +4% | +$35.7K | 0.06% | 135 |
|
|
2019
Q2 | $914K | Sell |
6,932
-217
| -3% | -$28.6K | 0.05% | 138 |
|
|
2019
Q1 | $964K | Buy |
7,149
+112
| +2% | +$15.1K | 0.06% | 140 |
|
|
2018
Q4 | $765K | Sell |
7,037
-392
| -5% | -$42.6K | 0.05% | 152 |
|
|
2018
Q3 | $1.07M | Sell |
7,429
-732
| -9% | -$106K | 0.06% | 160 |
|
|
2018
Q2 | $1.09M | Sell |
8,161
-6,149
| -43% | -$821K | 0.07% | 148 |
|
|
2018
Q1 | $2.1M | Sell |
14,310
-892
| -6% | -$131K | 0.14% | 127 |
|
|
2017
Q4 | $2.23M | Sell |
15,202
-75
| -0.5% | -$11K | 0.15% | 128 |
|
|
2017
Q3 | $2.12M | Sell |
15,277
-1,671
| -10% | -$232K | 0.15% | 136 |
|
|
2017
Q2 | $2.49M | Sell |
16,948
-1,725
| -9% | -$254K | 0.18% | 134 |
|
|
2017
Q1 | $3.11M | Sell |
18,673
-1,571
| -8% | -$262K | 0.23% | 124 |
|
|
2016
Q4 | $3.21M | Sell |
20,244
-721
| -3% | -$114K | 0.25% | 121 |
|
|
2016
Q3 | $3.18M | Sell |
20,965
-557
| -3% | -$84.6K | 0.26% | 125 |
|
|
2016
Q2 | $3.12M | Buy |
21,522
+7,985
| +59% | +$1.16M | 0.25% | 129 |
|
|
2016
Q1 | $1.96M | Sell |
13,537
-1,348
| -9% | -$195K | 0.29% | 99 |
|
|
2015
Q4 | $1.96M | Sell |
14,885
-3,418
| -19% | -$450K | 0.28% | 100 |
|
|
2015
Q3 | $2.54M | Sell |
18,303
-270
| -1% | -$37.4K | 0.36% | 90 |
|
|
2015
Q2 | $2.89M | Sell |
18,573
-3,258
| -15% | -$507K | 0.37% | 89 |
|
|
2015
Q1 | $3.35M | Sell |
21,831
-3,957
| -15% | -$607K | 0.42% | 81 |
|
|
2014
Q4 | $3.96M | Sell |
25,788
-16,651
| -39% | -$2.55M | 0.5% | 71 |
|
|
2014
Q3 | $7.7M | Sell |
42,439
-3,152
| -7% | -$572K | 1.01% | 29 |
|
|
2014
Q2 | $7.9M | Sell |
45,591
-33,134
| -42% | -$5.74M | 1.04% | 25 |
|
|
2014
Q1 | $14.5M | Sell |
78,725
-8,540
| -10% | -$1.57M | 1.94% | 6 |
|
|
2013
Q4 | $15.6M | Sell |
87,265
-20,493
| -19% | -$3.67M | 2.15% | 6 |
|
|
2013
Q3 | $19.1M | Sell |
107,758
-3,770
| -3% | -$667K | 2.87% | 3 |
|
|
2013
Q2 | $20.4M | Buy |
+111,528
| New | +$20.4M | 3.15% | 3 |
|