Cannell & Spears’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
49,617
+11,300
| +29% | +$3.33M | 0.3% | 84 |
|
|
2025
Q1 | $9.53M | Buy |
38,317
+1,754
| +5% | +$436K | 0.21% | 100 |
|
|
2024
Q4 | $8.04M | Sell |
36,563
-626
| -2% | -$138K | 0.17% | 106 |
|
|
2024
Q3 | $8.22M | Sell |
37,189
-75
| -0.2% | -$16.6K | 0.16% | 108 |
|
|
2024
Q2 | $6.44M | Sell |
37,264
-46,487
| -56% | -$8.04M | 0.13% | 114 |
|
|
2024
Q1 | $16M | Buy |
83,751
+81,291
| +3,305% | +$15.5M | 0.33% | 81 |
|
|
2023
Q4 | $402K | Hold |
2,460
| – | – | 0.03% | 151 |
|
|
2023
Q3 | $345K | Sell |
2,460
-100
| -4% | -$14K | 0.03% | 156 |
|
|
2023
Q2 | $343K | Hold |
2,560
| – | – | 0.03% | 172 |
|
|
2023
Q1 | $336K | Hold |
2,560
| – | – | 0.03% | 171 |
|
|
2022
Q4 | $361K | Sell |
2,560
-73
| -3% | -$10.3K | 0.03% | 157 |
|
|
2022
Q3 | $313K | Hold |
2,633
| – | – | 0.03% | 154 |
|
|
2022
Q2 | $372K | Hold |
2,633
| – | – | 0.03% | 154 |
|
|
2022
Q1 | $342K | Sell |
2,633
-1,003
| -28% | -$130K | 0.03% | 174 |
|
|
2021
Q4 | $486K | Buy |
3,636
+202
| +6% | +$27K | 0.03% | 150 |
|
|
2021
Q3 | $456K | Sell |
3,434
-22
| -0.6% | -$2.92K | 0.03% | 149 |
|
|
2021
Q2 | $484K | Buy |
3,456
+680
| +24% | +$95.2K | 0.03% | 152 |
|
|
2021
Q1 | $354K | Sell |
2,776
-449
| -14% | -$57.3K | 0.03% | 169 |
|
|
2020
Q4 | $388K | Sell |
3,225
-1,442
| -31% | -$173K | 0.03% | 154 |
|
|
2020
Q3 | $543K | Buy |
4,667
+744
| +19% | +$86.6K | 0.05% | 123 |
|
|
2020
Q2 | $453K | Hold |
3,923
| – | – | 0.05% | 124 |
|
|
2020
Q1 | $416K | Hold |
3,923
| – | – | 0.05% | 122 |
|
|
2019
Q4 | $503K | Hold |
3,923
| – | – | 0.05% | 107 |
|
|
2019
Q3 | $545K | Hold |
3,923
| – | – | 0.06% | 94 |
|
|
2019
Q2 | $517K | Sell |
3,923
-523
| -12% | -$68.9K | 0.06% | 95 |
|
|
2019
Q1 | $600K | Sell |
4,446
-1,971
| -31% | -$266K | 0.08% | 90 |
|
|
2018
Q4 | $697K | Sell |
6,417
-314
| -5% | -$34.1K | 0.1% | 76 |
|
|
2018
Q3 | $973K | Sell |
6,731
-209
| -3% | -$30.2K | 0.12% | 71 |
|
|
2018
Q2 | $927K | Sell |
6,940
-926
| -12% | -$124K | 0.12% | 68 |
|
|
2018
Q1 | $1.15M | Sell |
7,866
-1,357
| -15% | -$199K | 0.15% | 56 |
|
|
2017
Q4 | $1.35M | Buy |
9,223
+314
| +4% | +$46.1K | 0.16% | 50 |
|
|
2017
Q3 | $1.24M | Buy |
8,909
+4,129
| +86% | +$573K | 0.15% | 50 |
|
|
2017
Q2 | $703K | Hold |
4,780
| – | – | 0.09% | 70 |
|
|
2017
Q1 | $796K | Sell |
4,780
-565
| -11% | -$94.1K | 0.1% | 62 |
|
|
2016
Q4 | $848K | Sell |
5,345
-324
| -6% | -$51.4K | 0.11% | 59 |
|
|
2016
Q3 | $861K | Hold |
5,669
| – | – | 0.11% | 59 |
|
|
2016
Q2 | $823K | Sell |
5,669
-4,287
| -43% | -$622K | 0.1% | 58 |
|
|
2016
Q1 | $1.44M | Hold |
9,956
| – | – | 0.18% | 45 |
|
|
2015
Q4 | $1.31M | Buy |
9,956
+4,287
| +76% | +$564K | 0.15% | 50 |
|
|
2015
Q3 | $786K | Buy |
5,669
+73
| +1% | +$10.1K | 0.09% | 73 |
|
|
2015
Q2 | $870K | Sell |
5,596
-1,255
| -18% | -$195K | 0.1% | 71 |
|
|
2015
Q1 | $1.05M | Sell |
6,851
-44
| -0.6% | -$6.75K | 0.13% | 68 |
|
|
2014
Q4 | $1.06M | Sell |
6,895
-249
| -3% | -$38.2K | 0.12% | 74 |
|
|
2014
Q3 | $1.3M | Sell |
7,144
-1
| -0% | -$182 | 0.16% | 55 |
|
|
2014
Q2 | $1.24M | Sell |
7,145
-432
| -6% | -$74.9K | 0.15% | 53 |
|
|
2014
Q1 | $1.39M | Sell |
7,577
-137
| -2% | -$25.2K | 0.18% | 46 |
|
|
2013
Q4 | $1.38M | Sell |
7,714
-27
| -0.3% | -$4.84K | 0.17% | 46 |
|
|
2013
Q3 | $1.37M | Buy |
7,741
+3,179
| +70% | +$563K | 0.18% | 45 |
|
|
2013
Q2 | $833K | Buy |
+4,562
| New | +$833K | 0.12% | 53 |
|