C.M. Bidwell & 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 | $381K | Sell |
1,292
-57
| -4% | -$16.8K | 0.2% | 77 |
|
2025
Q1 | $335K | Sell |
1,349
-24
| -2% | -$5.97K | 0.2% | 85 |
|
2024
Q4 | $302K | Sell |
1,373
-25
| -2% | -$5.5K | 0.18% | 92 |
|
2024
Q3 | $309K | Buy |
+1,398
| New | +$309K | 0.19% | 89 |
|
2020
Q3 | – | Sell |
-36
| Closed | -$4K | – | 484 |
|
2020
Q2 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 358 |
|
2016
Q1 | – | Sell |
-30,962
| Closed | -$4.07M | – | 286 |
|
2015
Q4 | $4.07M | Hold |
30,962
| – | – | 0.97% | 45 |
|
2015
Q3 | $4.29M | Hold |
30,962
| – | – | 1.06% | 29 |
|
2015
Q2 | $4.82M | Buy |
30,962
+27
| +0.1% | +$4.2K | 1.08% | 28 |
|
2015
Q1 | $4.75M | Buy |
30,935
+5,998
| +24% | +$920K | 1.05% | 35 |
|
2014
Q4 | $3.83M | Hold |
24,937
| – | – | 0.87% | 55 |
|
2014
Q3 | $4.53M | Sell |
24,937
-1,814
| -7% | -$329K | 1.07% | 27 |
|
2014
Q2 | $4.64M | Buy |
+26,751
| New | +$4.64M | 1.06% | 31 |
|