Capital Analysts LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Sell |
14,070
-571
| -4% | -$168K | 0.14% | 133 |
|
|
2025
Q1 | $3.64M | Buy |
14,641
+369
| +3% | +$91.7K | 0.14% | 138 |
|
|
2024
Q4 | $3.14M | Sell |
14,272
-194
| -1% | -$42.7K | 0.13% | 137 |
|
|
2024
Q3 | $3.2M | Buy |
14,466
+179
| +1% | +$39.6K | 0.13% | 133 |
|
|
2024
Q2 | $2.47M | Buy |
14,287
+138
| +1% | +$23.9K | 0.11% | 158 |
|
|
2024
Q1 | $2.7M | Sell |
14,149
-2,458
| -15% | -$469K | 0.13% | 138 |
|
|
2023
Q4 | $2.72M | Sell |
16,607
-785
| -5% | -$128K | 0.14% | 125 |
|
|
2023
Q3 | $2.44M | Sell |
17,392
-410
| -2% | -$57.5K | 0.14% | 129 |
|
|
2023
Q2 | $2.38M | Buy |
17,802
+816
| +5% | +$109K | 0.13% | 138 |
|
|
2023
Q1 | $2.23M | Buy |
16,986
+1,425
| +9% | +$187K | 0.13% | 139 |
|
|
2022
Q4 | $2.19M | Buy |
15,561
+544
| +4% | +$76.6K | 0.13% | 147 |
|
|
2022
Q3 | $1.78M | Buy |
15,017
+926
| +7% | +$110K | 0.12% | 154 |
|
|
2022
Q2 | $1.99M | Buy |
14,091
+776
| +6% | +$110K | 0.14% | 147 |
|
|
2022
Q1 | $1.73M | Buy |
13,315
+11,278
| +554% | +$1.47M | 0.11% | 172 |
|
|
2021
Q4 | $272K | Sell |
2,037
-882
| -30% | -$118K | 0.02% | 314 |
|
|
2021
Q3 | $388K | Buy |
2,919
+70
| +2% | +$9.31K | 0.03% | 280 |
|
|
2021
Q2 | $399K | Buy |
2,849
+162
| +6% | +$22.7K | 0.03% | 273 |
|
|
2021
Q1 | $342K | Sell |
2,687
-143
| -5% | -$18.2K | 0.02% | 282 |
|
|
2020
Q4 | $341K | Sell |
2,830
-535
| -16% | -$64.5K | 0.03% | 213 |
|
|
2020
Q3 | $391K | Buy |
3,365
+316
| +10% | +$36.7K | 0.04% | 213 |
|
|
2020
Q2 | $352K | Buy |
3,049
+4
| +0.1% | +$462 | 0.04% | 196 |
|
|
2020
Q1 | $323K | Buy |
3,045
+1,887
| +163% | +$200K | 0.04% | 177 |
|
|
2019
Q4 | $148K | Sell |
1,158
-21
| -2% | -$2.68K | 0.01% | 257 |
|
|
2019
Q3 | $163K | Sell |
1,179
-137
| -10% | -$18.9K | 0.02% | 235 |
|
|
2019
Q2 | $174K | Buy |
1,316
+194
| +17% | +$25.7K | 0.02% | 229 |
|
|
2019
Q1 | $151K | Buy |
1,122
+202
| +22% | +$27.2K | 0.02% | 229 |
|
|
2018
Q4 | $100K | Sell |
920
-7,609
| -89% | -$827K | 0.01% | 242 |
|
|
2018
Q3 | $1.23M | Buy |
8,529
+203
| +2% | +$29.3K | 0.14% | 134 |
|
|
2018
Q2 | $1.11M | Buy |
8,326
+22
| +0.3% | +$2.94K | 0.13% | 136 |
|
|
2018
Q1 | $1.22M | Buy |
8,304
+7,715
| +1,310% | +$1.13M | 0.15% | 109 |
|
|
2017
Q4 | $86K | Hold |
589
| – | – | 0.01% | 260 |
|
|
2017
Q3 | $82K | Hold |
589
| – | – | 0.01% | 260 |
|
|
2017
Q2 | $86.6K | Hold |
589
| – | – | 0.01% | 257 |
|
|
2017
Q1 | $98K | Sell |
589
-170
| -22% | -$28.3K | 0.02% | 214 |
|
|
2016
Q4 | $121K | Buy |
759
+39
| +5% | +$6.22K | 0.02% | 205 |
|
|
2016
Q3 | $109K | Buy |
720
+91
| +14% | +$13.8K | 0.02% | 200 |
|
|
2016
Q2 | $91.2K | Sell |
629
-77
| -11% | -$11.2K | 0.02% | 212 |
|
|
2016
Q1 | $102K | Buy |
706
+76
| +12% | +$11K | 0.02% | 210 |
|
|
2015
Q4 | $82.8K | Buy |
630
+102
| +19% | +$13.4K | 0.02% | 235 |
|
|
2015
Q3 | $73.2K | Buy |
528
+451
| +586% | +$62.5K | 0.01% | 258 |
|
|
2015
Q2 | $12K | Hold |
77
| – | – | ﹤0.01% | 347 |
|
|
2015
Q1 | $11.9K | Sell |
77
-1
| -1% | -$154 | ﹤0.01% | 345 |
|
|
2014
Q4 | $12.1K | Sell |
78
-216
| -73% | -$33.6K | ﹤0.01% | 341 |
|
|
2014
Q3 | $53.4K | Buy |
294
+1
| +0.3% | +$182 | 0.01% | 238 |
|
|
2014
Q2 | $50.9K | Buy |
293
+52
| +22% | +$9.04K | 0.01% | 237 |
|
|
2014
Q1 | $44.3K | Hold |
241
| – | – | 0.01% | 235 |
|
|
2013
Q4 | $43.1K | Sell |
241
-6,306
| -96% | -$1.13M | 0.01% | 227 |
|
|
2013
Q3 | $1.16M | Buy |
6,547
+343
| +6% | +$60.7K | 0.35% | 68 |
|
|
2013
Q2 | $1.13M | Buy |
+6,204
| New | +$1.13M | 0.36% | 66 |
|