BC
Burney Company’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08M | Sell |
17,244
-1,701
| -9% | -$501K | 0.17% | 132 |
|
|
2025
Q1 | $4.71M | Buy |
18,945
+305
| +2% | +$75.8K | 0.17% | 129 |
|
|
2024
Q4 | $4.1M | Buy |
18,640
+337
| +2% | +$74.1K | 0.14% | 151 |
|
|
2024
Q3 | $4.05M | Sell |
18,303
-335
| -2% | -$74.1K | 0.14% | 153 |
|
|
2024
Q2 | $3.22M | Sell |
18,638
-6,462
| -26% | -$1.12M | 0.12% | 176 |
|
|
2024
Q1 | $4.79M | Sell |
25,100
-510
| -2% | -$97.4K | 0.18% | 139 |
|
|
2023
Q4 | $4.19M | Sell |
25,610
-1,119
| -4% | -$183K | 0.18% | 145 |
|
|
2023
Q3 | $3.75M | Buy |
26,729
+2,953
| +12% | +$414K | 0.18% | 149 |
|
|
2023
Q2 | $3.18M | Sell |
23,776
-253
| -1% | -$33.9K | 0.15% | 171 |
|
|
2023
Q1 | $3.15M | Sell |
24,029
-495
| -2% | -$64.9K | 0.16% | 171 |
|
|
2022
Q4 | $3.46M | Sell |
24,524
-1,887
| -7% | -$266K | 0.18% | 153 |
|
|
2022
Q3 | $3.14M | Sell |
26,411
-6,572
| -20% | -$781K | 0.17% | 155 |
|
|
2022
Q2 | $4.66M | Sell |
32,983
-1,203
| -4% | -$170K | 0.25% | 119 |
|
|
2022
Q1 | $4.45M | Buy |
34,186
+63
| +0.2% | +$8.19K | 0.2% | 136 |
|
|
2021
Q4 | $4.56M | Sell |
34,123
-3,119
| -8% | -$417K | 0.2% | 145 |
|
|
2021
Q3 | $5.17M | Sell |
37,242
-1,501
| -4% | -$209K | 0.24% | 121 |
|
|
2021
Q2 | $5.68M | Sell |
38,743
-3,257
| -8% | -$477K | 0.26% | 118 |
|
|
2021
Q1 | $5.6M | Buy |
42,000
+466
| +1% | +$62.1K | 0.28% | 116 |
|
|
2020
Q4 | $5.23M | Sell |
41,534
-8,390
| -17% | -$1.06M | 0.29% | 108 |
|
|
2020
Q3 | $6.07M | Sell |
49,924
-24,156
| -33% | -$2.94M | 0.38% | 78 |
|
|
2020
Q2 | $8.95M | Sell |
74,080
-32,733
| -31% | -$3.95M | 0.58% | 43 |
|
|
2020
Q1 | $11.8M | Buy |
106,813
+1,854
| +2% | +$206K | 0.91% | 20 |
|
|
2019
Q4 | $14.1M | Buy |
104,959
+1,030
| +1% | +$138K | 0.78% | 25 |
|
|
2019
Q3 | $15.1M | Buy |
103,929
+4,944
| +5% | +$719K | 0.91% | 20 |
|
|
2019
Q2 | $13.7M | Buy |
98,985
+22,288
| +29% | +$3.07M | 0.83% | 22 |
|
|
2019
Q1 | $10.8M | Sell |
76,697
-1,235
| -2% | -$174K | 0.67% | 35 |
|
|
2018
Q4 | $8.86M | Buy |
77,932
+16,810
| +28% | +$1.91M | 0.62% | 41 |
|
|
2018
Q3 | $9.24M | Sell |
61,122
-16,272
| -21% | -$2.46M | 0.55% | 48 |
|
|
2018
Q2 | $10.8M | Buy |
77,394
+13,233
| +21% | +$1.85M | 0.63% | 39 |
|
|
2018
Q1 | $9.84M | Sell |
64,161
-6,677
| -9% | -$1.02M | 0.61% | 46 |
|
|
2017
Q4 | $10.9M | Buy |
70,838
+2,975
| +4% | +$456K | 0.61% | 48 |
|
|
2017
Q3 | $9.89M | Sell |
67,863
-10,047
| -13% | -$1.46M | 0.64% | 48 |
|
|
2017
Q2 | $12M | Sell |
77,910
-9,079
| -10% | -$1.4M | 0.79% | 37 |
|
|
2017
Q1 | $15.1M | Buy |
86,989
+995
| +1% | +$173K | 1% | 26 |
|
|
2016
Q4 | $14.3M | Buy |
85,994
+599
| +0.7% | +$99.4K | 0.97% | 26 |
|
|
2016
Q3 | $13.5M | Buy |
85,395
+687
| +0.8% | +$109K | 0.95% | 26 |
|
|
2016
Q2 | $12.9M | Buy |
84,708
+16,655
| +24% | +$2.53M | 0.92% | 28 |
|
|
2016
Q1 | $10.3M | Buy |
68,053
+1,062
| +2% | +$161K | 0.75% | 42 |
|
|
2015
Q4 | $9.22M | Sell |
66,991
-14,628
| -18% | -$2.01M | 0.68% | 52 |
|
|
2015
Q3 | $11.8M | Sell |
81,619
-3,307
| -4% | -$479K | 0.91% | 32 |
|
|
2015
Q2 | $13.8M | Buy |
84,926
+6,340
| +8% | +$1.03M | 0.94% | 29 |
|
|
2015
Q1 | $12.6M | Buy |
78,586
+10,473
| +15% | +$1.68M | 0.86% | 32 |
|
|
2014
Q4 | $10.9M | Buy |
68,113
+11,185
| +20% | +$1.79M | 0.87% | 36 |
|
|
2014
Q3 | $10.8M | Buy |
56,928
+2,644
| +5% | +$502K | 0.93% | 31 |
|
|
2014
Q2 | $9.84M | Buy |
54,284
+1,000
| +2% | +$181K | 0.85% | 36 |
|
|
2014
Q1 | $10.3M | Sell |
53,284
-2,740
| -5% | -$527K | 0.93% | 28 |
|
|
2013
Q4 | $10.5M | Buy |
56,024
+626
| +1% | +$117K | 1.02% | 23 |
|
|
2013
Q3 | $10.3M | Sell |
55,398
-3,064
| -5% | -$567K | 1.15% | 16 |
|
|
2013
Q2 | $11.2M | Buy |
+58,462
| New | +$11.2M | 1.39% | 5 |
|