Brendel Financial Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.88M | Sell |
16,008
-306
| -2% | -$82.8K | 1.92% | 22 |
|
|
2025
Q4 | $4.83M | Buy |
16,314
+622
| +4% | +$186K | 2.38% | 9 |
|
|
2025
Q3 | $4.43M | Buy |
15,692
+13,240
| +540% | +$3.47M | 2.27% | 10 |
|
|
2025
Q2 | $723K | Buy |
2,452
+14
| +0.6% | +$3.61K | 0.41% | 52 |
|
|
2025
Q1 | $606K | Hold |
2,438
| – | – | 0.37% | 58 |
|
|
2024
Q4 | $536K | Hold |
2,438
| – | – | 0.32% | 61 |
|
|
2024
Q3 | $539K | Hold |
2,438
| – | – | 0.31% | 63 |
|
|
2024
Q2 | $422K | Buy |
+2,438
| New | +$424K | 0.27% | 67 |
|
|
2024
Q1 | – | Sell |
-2,417
| Closed | -$395K | – | 75 |
|
|
2023
Q4 | $395K | Buy |
+2,417
| New | +$365K | 0.26% | 67 |
|
|
2023
Q2 | – | Sell |
-2,417
| Closed | -$317K | – | 72 |
|
|
2023
Q1 | $317K | Buy |
+2,417
| New | +$323K | 0.23% | 65 |
|
|
2022
Q3 | – | Sell |
-3,898
| Closed | -$550K | – | 77 |
|
|
2022
Q2 | $550K | Hold |
3,898
| – | – | 0.48% | 56 |
|
|
2022
Q1 | $507K | Hold |
3,898
| – | – | 0.28% | 71 |
|
|
2021
Q4 | $521K | Buy |
+3,898
| New | +$489K | 0.27% | 70 |
|
|
2021
Q3 | – | Sell |
-4,130
| Closed | -$579K | – | 165 |
|
|
2021
Q2 | $579K | Buy |
4,130
+978
| +31% | +$134K | 0.32% | 66 |
|
|
2021
Q1 | $402K | Hold |
3,152
| – | – | 0.27% | 67 |
|
|
2020
Q4 | $379K | Hold |
3,152
| – | – | 0.26% | 66 |
|
|
2020
Q3 | $367K | Sell |
3,152
-62
| -2% | -$7.3K | 0.29% | 64 |
|
|
2020
Q2 | $371K | Hold |
3,214
| – | – | 0.32% | 67 |
|
|
2020
Q1 | $341K | Hold |
3,214
| – | – | 0.4% | 56 |
|
|
2019
Q4 | $412K | Sell |
3,214
-22
| -0.7% | -$2.86K | 0.35% | 64 |
|
|
2019
Q3 | $450K | Hold |
3,236
| – | – | 0.4% | 59 |
|
|
2019
Q2 | $427K | Hold |
3,236
| – | – | 0.41% | 58 |
|
|
2019
Q1 | $437K | Hold |
3,236
| – | – | 0.39% | 55 |
|
|
2018
Q4 | $352K | Buy |
+3,236
| New | +$388K | 0.4% | 63 |
|
Other funds holding IBM
VCM
VPM
