Cambridge 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 | $448K | Buy |
1,520
+35
| +2% | +$10.3K | 0.09% | 121 |
|
|
2025
Q1 | $369K | Hold |
1,485
| – | – | 0.08% | 129 |
|
|
2024
Q4 | $326K | Hold |
1,485
| – | – | 0.07% | 135 |
|
|
2024
Q3 | $328K | Hold |
1,485
| – | – | 0.07% | 139 |
|
|
2024
Q2 | $257K | Sell |
1,485
-45
| -3% | -$7.78K | 0.06% | 152 |
|
|
2024
Q1 | $292K | Sell |
1,530
-30
| -2% | -$5.73K | 0.07% | 145 |
|
|
2023
Q4 | $255K | Buy |
1,560
+41
| +3% | +$6.71K | 0.06% | 149 |
|
|
2023
Q3 | $213K | Sell |
1,519
-250
| -14% | -$35.1K | 0.06% | 157 |
|
|
2023
Q2 | $237K | Sell |
1,769
-455
| -20% | -$60.9K | 0.06% | 154 |
|
|
2023
Q1 | $292K | Buy |
2,224
+155
| +7% | +$20.3K | 0.07% | 152 |
|
|
2022
Q4 | $292K | Sell |
2,069
-355
| -15% | -$50K | 0.08% | 145 |
|
|
2022
Q3 | $288K | Sell |
2,424
-1,395
| -37% | -$166K | 0.08% | 139 |
|
|
2022
Q2 | $539K | Buy |
3,819
+350
| +10% | +$49.4K | 0.15% | 108 |
|
|
2022
Q1 | $451K | Sell |
3,469
-26
| -0.7% | -$3.38K | 0.11% | 127 |
|
|
2021
Q4 | $467K | Sell |
3,495
-736
| -17% | -$98.3K | 0.11% | 129 |
|
|
2021
Q3 | $562K | Hold |
4,231
| – | – | 0.14% | 108 |
|
|
2021
Q2 | $593K | Hold |
4,231
| – | – | 0.14% | 100 |
|
|
2021
Q1 | $539K | Sell |
4,231
-1,203
| -22% | -$153K | 0.14% | 103 |
|
|
2020
Q4 | $654K | Hold |
5,434
| – | – | 0.18% | 86 |
|
|
2020
Q3 | $632K | Hold |
5,434
| – | – | 0.19% | 81 |
|
|
2020
Q2 | $627K | Sell |
5,434
-784
| -13% | -$90.5K | 0.2% | 81 |
|
|
2020
Q1 | $659K | Sell |
6,218
-63
| -1% | -$6.68K | 0.24% | 72 |
|
|
2019
Q4 | $805K | Hold |
6,281
| – | – | 0.25% | 71 |
|
|
2019
Q3 | $873K | Hold |
6,281
| – | – | 0.29% | 62 |
|
|
2019
Q2 | $828K | Sell |
6,281
-89
| -1% | -$11.7K | 0.27% | 68 |
|
|
2019
Q1 | $859K | Sell |
6,370
-209
| -3% | -$28.2K | 0.29% | 63 |
|
|
2018
Q4 | $715K | Sell |
6,579
-79
| -1% | -$8.59K | 0.27% | 68 |
|
|
2018
Q3 | $962K | Sell |
6,658
-52
| -0.8% | -$7.51K | 0.32% | 55 |
|
|
2018
Q2 | $896K | Sell |
6,710
-52
| -0.8% | -$6.94K | 0.32% | 59 |
|
|
2018
Q1 | $992K | Hold |
6,762
| – | – | 0.36% | 55 |
|
|
2017
Q4 | $992K | Sell |
6,762
-47
| -0.7% | -$6.9K | 0.36% | 55 |
|
|
2017
Q3 | $944K | Sell |
6,809
-105
| -2% | -$14.6K | 0.36% | 52 |
|
|
2017
Q2 | $1.02M | Buy |
6,914
+481
| +7% | +$70.8K | 0.41% | 47 |
|
|
2017
Q1 | $1.07M | Sell |
6,433
-42
| -0.6% | -$6.99K | 0.44% | 48 |
|
|
2016
Q4 | $1.03M | Buy |
6,475
+94
| +1% | +$14.9K | 0.45% | 50 |
|
|
2016
Q3 | $969K | Buy |
6,381
+27
| +0.4% | +$4.1K | 0.43% | 54 |
|
|
2016
Q2 | $922K | Sell |
6,354
-346
| -5% | -$50.2K | 0.42% | 53 |
|
|
2016
Q1 | $970K | Hold |
6,700
| – | – | 0.45% | 49 |
|
|
2015
Q4 | $881K | Sell |
6,700
-585
| -8% | -$76.9K | 0.5% | 53 |
|
|
2015
Q3 | $1.01M | Sell |
7,285
-299
| -4% | -$41.5K | 0.6% | 43 |
|
|
2015
Q2 | $1.18M | Sell |
7,584
-66,278
| -90% | -$10.3M | 0.66% | 36 |
|
|
2015
Q1 | $2.21M | Buy |
73,862
+65,902
| +828% | +$1.97M | 1.28% | 18 |
|
|
2014
Q4 | $1.22M | Buy |
+7,960
| New | +$1.22M | 0.75% | 36 |
|