Capital Counsel’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Buy |
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|
2025
Q1 | $472K | Hold |
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|
2024
Q4 | $418K | Sell |
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|
2024
Q3 | $425K | Buy |
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|
2024
Q2 | $329K | Hold |
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|
2024
Q1 | $363K | Hold |
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|
2023
Q4 | $311K | Hold |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $413K | Hold |
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|
2022
Q4 | $444K | Hold |
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|
2022
Q3 | $374K | Hold |
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|
2022
Q2 | $444K | Sell |
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|
2022
Q1 | $416K | Hold |
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|
2021
Q4 | $427K | Sell |
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|
2021
Q3 | $444K | Hold |
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|
2021
Q2 | $469K | Sell |
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|
2021
Q1 | $447K | Hold |
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|
2020
Q4 | $422K | Sell |
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|
2020
Q3 | $414K | Hold |
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|
2020
Q2 | $411K | Buy |
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|
2020
Q1 | $360K | Sell |
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|
2019
Q4 | $469K | Buy |
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|
2019
Q3 | $458K | Hold |
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|
2019
Q2 | $434K | Hold |
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|
2019
Q1 | $444K | Hold |
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|
2018
Q4 | $358K | Sell |
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|
2018
Q3 | $488K | Buy |
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|
2018
Q2 | $241K | Hold |
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|
2018
Q1 | $265K | Buy |
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|
2017
Q4 | $204K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $213K | Sell |
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|
2017
Q1 | $276K | Buy |
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|
2016
Q4 | $236K | Hold |
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|
2016
Q3 | $226K | Hold |
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|
2016
Q2 | $216K | Sell |
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|
2016
Q1 | $246K | Sell |
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|
2015
Q4 | $746K | Buy |
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|
2015
Q3 | $712K | Sell |
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|
2015
Q2 | $864K | Sell |
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|
2015
Q1 | $917K | Sell |
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|
2014
Q4 | $2.5M | Sell |
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|
2014
Q3 | $3M | Sell |
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|
2014
Q2 | $2.88M | Sell |
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|
2014
Q1 | $3.22M | Sell |
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|
2013
Q4 | $3.81M | Sell |
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|
2013
Q3 | $4.1M | Sell |
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|
2013
Q2 | $4.39M | Buy |
|