Callahan Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
5,917
-254
| -4% | -$74.9K | 0.16% | 93 |
|
|
2025
Q1 | $1.53M | Buy |
6,171
+613
| +11% | +$152K | 0.15% | 97 |
|
|
2024
Q4 | $1.22M | Buy |
5,558
+2,488
| +81% | +$547K | 0.12% | 100 |
|
|
2024
Q3 | $679K | Hold |
3,070
| – | – | 0.07% | 112 |
|
|
2024
Q2 | $531K | Hold |
3,070
| – | – | 0.06% | 116 |
|
|
2024
Q1 | $586K | Buy |
3,070
+75
| +3% | +$14.3K | 0.06% | 109 |
|
|
2023
Q4 | $490K | Sell |
2,995
-10
| -0.3% | -$1.64K | 0.06% | 107 |
|
|
2023
Q3 | $422K | Sell |
3,005
-15
| -0.5% | -$2.11K | 0.05% | 113 |
|
|
2023
Q2 | $404K | Sell |
3,020
-284
| -9% | -$38K | 0.05% | 111 |
|
|
2023
Q1 | $433K | Hold |
3,304
| – | – | 0.06% | 111 |
|
|
2022
Q4 | $466K | Sell |
3,304
-156
| -5% | -$22K | 0.06% | 112 |
|
|
2022
Q3 | $411K | Buy |
3,460
+416
| +14% | +$49.4K | 0.06% | 114 |
|
|
2022
Q2 | $430K | Buy |
3,044
+138
| +5% | +$19.5K | 0.06% | 117 |
|
|
2022
Q1 | $378K | Buy |
2,906
+796
| +38% | +$104K | 0.04% | 125 |
|
|
2021
Q4 | $282K | Sell |
2,110
-254
| -11% | -$33.9K | 0.03% | 136 |
|
|
2021
Q3 | $314K | Buy |
+2,364
| New | +$314K | 0.04% | 127 |
|
|
2017
Q2 | – | Sell |
-2,819
| Closed | -$469K | – | 127 |
|
|
2017
Q1 | $469K | Buy |
2,819
+201
| +8% | +$33.4K | 0.11% | 98 |
|
|
2016
Q4 | $416K | Sell |
2,618
-624
| -19% | -$99.2K | 0.1% | 98 |
|
|
2016
Q3 | $492K | Buy |
3,242
+1,166
| +56% | +$177K | 0.12% | 93 |
|
|
2016
Q2 | $301K | Sell |
2,076
-146
| -7% | -$21.2K | 0.08% | 98 |
|
|
2016
Q1 | $322K | Sell |
2,222
-12
| -0.5% | -$1.74K | 0.09% | 95 |
|
|
2015
Q4 | $294K | Sell |
2,234
-160
| -7% | -$21.1K | 0.08% | 97 |
|
|
2015
Q3 | $332K | Sell |
2,394
-835
| -26% | -$116K | 0.1% | 95 |
|
|
2015
Q2 | $502K | Sell |
3,229
-700
| -18% | -$109K | 0.14% | 89 |
|
|
2015
Q1 | $603K | Sell |
3,929
-4,412
| -53% | -$677K | 0.18% | 87 |
|
|
2014
Q4 | $1.28M | Sell |
8,341
-1,787
| -18% | -$274K | 0.38% | 74 |
|
|
2014
Q3 | $1.84M | Sell |
10,128
-1,557
| -13% | -$283K | 0.57% | 60 |
|
|
2014
Q2 | $2.03M | Sell |
11,685
-14,518
| -55% | -$2.52M | 0.64% | 57 |
|
|
2014
Q1 | $4.82M | Buy |
26,203
+167
| +0.6% | +$30.7K | 1.64% | 22 |
|
|
2013
Q4 | $4.67M | Buy |
26,036
+771
| +3% | +$138K | 1.63% | 19 |
|
|
2013
Q3 | $4.47M | Buy |
25,265
+50
| +0.2% | +$8.85K | 1.71% | 15 |
|
|
2013
Q2 | $4.61M | Buy |
+25,215
| New | +$4.61M | 1.88% | 13 |
|