Boston Research & 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 | $947K | Hold |
3,213
| – | – | 0.23% | 71 |
|
|
2025
Q1 | $799K | Hold |
3,213
| – | – | 0.2% | 72 |
|
|
2024
Q4 | $706K | Sell |
3,213
-1,220
| -28% | -$268K | 0.17% | 75 |
|
|
2024
Q3 | $980K | Hold |
4,433
| – | – | 0.23% | 74 |
|
|
2024
Q2 | $766K | Sell |
4,433
-170
| -4% | -$29.4K | 0.19% | 75 |
|
|
2024
Q1 | $879K | Hold |
4,603
| – | – | 0.22% | 75 |
|
|
2023
Q4 | $752K | Hold |
4,603
| – | – | 0.2% | 75 |
|
|
2023
Q3 | $645K | Hold |
4,603
| – | – | 0.19% | 76 |
|
|
2023
Q2 | $615K | Buy |
4,603
+107
| +2% | +$14.3K | 0.17% | 77 |
|
|
2023
Q1 | $589K | Hold |
4,496
| – | – | 0.18% | 77 |
|
|
2022
Q4 | $633K | Hold |
4,496
| – | – | 0.2% | 75 |
|
|
2022
Q3 | $534K | Hold |
4,496
| – | – | 0.18% | 79 |
|
|
2022
Q2 | $634K | Hold |
4,496
| – | – | 0.21% | 75 |
|
|
2022
Q1 | $584K | Hold |
4,496
| – | – | 0.17% | 78 |
|
|
2021
Q4 | $600K | Sell |
4,496
-207
| -4% | -$27.6K | 0.16% | 80 |
|
|
2021
Q3 | $624K | Sell |
4,703
-298
| -6% | -$39.5K | 0.19% | 77 |
|
|
2021
Q2 | $700K | Sell |
5,001
-256
| -5% | -$35.8K | 0.21% | 73 |
|
|
2021
Q1 | $669K | Sell |
5,257
-89
| -2% | -$11.3K | 0.22% | 72 |
|
|
2020
Q4 | $643K | Hold |
5,346
| – | – | 0.22% | 72 |
|
|
2020
Q3 | $621K | Buy |
5,346
+751
| +16% | +$87.2K | 0.24% | 69 |
|
|
2020
Q2 | $530K | Hold |
4,595
| – | – | 0.22% | 71 |
|
|
2020
Q1 | $487K | Sell |
4,595
-94
| -2% | -$9.96K | 0.24% | 69 |
|
|
2019
Q4 | $600K | Hold |
4,689
| – | – | 0.23% | 74 |
|
|
2019
Q3 | $651K | Hold |
4,689
| – | – | 0.26% | 67 |
|
|
2019
Q2 | $618K | Buy |
4,689
+486
| +12% | +$64.1K | 0.25% | 73 |
|
|
2019
Q1 | $566K | Hold |
4,203
| – | – | 0.24% | 77 |
|
|
2018
Q4 | $456K | Hold |
4,203
| – | – | 0.22% | 77 |
|
|
2018
Q3 | $607K | Hold |
4,203
| – | – | 0.28% | 67 |
|
|
2018
Q2 | $561K | Hold |
4,203
| – | – | 0.28% | 69 |
|
|
2018
Q1 | $616K | Sell |
4,203
-523
| -11% | -$76.7K | 0.31% | 66 |
|
|
2017
Q4 | $693K | Hold |
4,726
| – | – | 0.35% | 65 |
|
|
2017
Q3 | $655K | Buy |
4,726
+209
| +5% | +$29K | 0.33% | 66 |
|
|
2017
Q2 | $664K | Hold |
4,517
| – | – | 0.36% | 64 |
|
|
2017
Q1 | $752K | Hold |
4,517
| – | – | 0.41% | 63 |
|
|
2016
Q4 | $716K | Hold |
4,517
| – | – | 0.41% | 63 |
|
|
2016
Q3 | $685K | Buy |
4,517
+901
| +25% | +$137K | 0.4% | 62 |
|
|
2016
Q2 | $524K | Hold |
3,616
| – | – | 0.32% | 67 |
|
|
2016
Q1 | $523K | Hold |
3,616
| – | – | 0.33% | 67 |
|
|
2015
Q4 | $475K | Buy |
3,616
+96
| +3% | +$12.6K | 0.3% | 72 |
|
|
2015
Q3 | $487K | Hold |
3,520
| – | – | 0.32% | 74 |
|
|
2015
Q2 | $547K | Hold |
3,520
| – | – | 0.35% | 70 |
|
|
2015
Q1 | $540K | Hold |
3,520
| – | – | 0.34% | 70 |
|
|
2014
Q4 | $539K | Hold |
3,520
| – | – | 0.34% | 71 |
|
|
2014
Q3 | $638K | Sell |
3,520
-982
| -22% | -$178K | 0.43% | 66 |
|
|
2014
Q2 | $780K | Buy |
4,502
+418
| +10% | +$72.4K | 0.54% | 62 |
|
|
2014
Q1 | $751K | Buy |
4,084
+533
| +15% | +$98K | 0.55% | 61 |
|
|
2013
Q4 | $636K | Sell |
3,551
-251
| -7% | -$45K | 0.49% | 61 |
|
|
2013
Q3 | $673K | Buy |
3,802
+31
| +0.8% | +$5.49K | 0.57% | 61 |
|
|
2013
Q2 | $689K | Buy |
+3,771
| New | +$689K | 0.61% | 60 |
|