Braun Stacey Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
6,627
+2,500
| +61% | +$737K | 0.07% | 92 |
|
|
2025
Q1 | $1.03M | Buy |
+4,127
| New | +$1.03M | 0.04% | 101 |
|
|
2021
Q4 | – | Sell |
-109,314
| Closed | -$14.5M | – | 137 |
|
|
2021
Q3 | $14.5M | Buy |
109,314
+7,306
| +7% | +$970K | 0.58% | 84 |
|
|
2021
Q2 | $14.3M | Buy |
+102,008
| New | +$14.3M | 0.56% | 88 |
|
|
2020
Q4 | – | Sell |
-5,282
| Closed | -$614K | – | 134 |
|
|
2020
Q3 | $614K | Sell |
5,282
-1,465
| -22% | -$170K | 0.03% | 111 |
|
|
2020
Q2 | $779K | Sell |
6,747
-104
| -2% | -$12K | 0.04% | 107 |
|
|
2020
Q1 | $727K | Buy |
6,851
+104
| +2% | +$11K | 0.06% | 110 |
|
|
2019
Q4 | $865K | Hold |
6,747
| – | – | 0.05% | 109 |
|
|
2019
Q3 | $938K | Hold |
6,747
| – | – | 0.06% | 104 |
|
|
2019
Q2 | $889K | Buy |
6,747
+79
| +1% | +$10.4K | 0.06% | 107 |
|
|
2019
Q1 | $900K | Hold |
6,668
| – | – | 0.06% | 108 |
|
|
2018
Q4 | $725K | Sell |
6,668
-471
| -7% | -$51.2K | 0.06% | 110 |
|
|
2018
Q3 | $1.03M | Sell |
7,139
-314
| -4% | -$45.4K | 0.07% | 112 |
|
|
2018
Q2 | $995K | Hold |
7,453
| – | – | 0.07% | 111 |
|
|
2018
Q1 | $1.09M | Sell |
7,453
-1,360
| -15% | -$199K | 0.08% | 113 |
|
|
2017
Q4 | $1.29M | Sell |
8,813
-78
| -0.9% | -$11.4K | 0.09% | 117 |
|
|
2017
Q3 | $1.23M | Sell |
8,891
-2,756
| -24% | -$382K | 0.08% | 114 |
|
|
2017
Q2 | $1.71M | Sell |
11,647
-87,529
| -88% | -$12.9M | 0.11% | 112 |
|
|
2017
Q1 | $16.5M | Buy |
99,176
+13,390
| +16% | +$2.23M | 1.05% | 37 |
|
|
2016
Q4 | $13.6M | Buy |
85,786
+10,665
| +14% | +$1.69M | 0.89% | 52 |
|
|
2016
Q3 | $11.4M | Buy |
75,121
+72,349
| +2,610% | +$11M | 0.72% | 78 |
|
|
2016
Q2 | $402K | Buy |
+2,772
| New | +$402K | 0.03% | 130 |
|
|
2015
Q3 | – | Sell |
-65,169
| Closed | -$10.1M | – | 202 |
|
|
2015
Q2 | $10.1M | Buy |
+65,169
| New | +$10.1M | 0.43% | 96 |
|
|
2014
Q3 | – | Sell |
-1,297
| Closed | -$225K | – | 162 |
|
|
2014
Q2 | $225K | Sell |
1,297
-13,106
| -91% | -$2.27M | 0.01% | 154 |
|
|
2014
Q1 | $2.65M | Sell |
14,403
-55,776
| -79% | -$10.3M | 0.16% | 106 |
|
|
2013
Q4 | $12.6M | Sell |
70,179
-12,040
| -15% | -$2.16M | 0.72% | 80 |
|
|
2013
Q3 | $14.6M | Sell |
82,219
-3,854
| -4% | -$682K | 0.9% | 60 |
|
|
2013
Q2 | $15.7M | Buy |
+86,073
| New | +$15.7M | 0.99% | 42 |
|