Carderock Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18K | Buy |
+4
| New | +$1.18K | ﹤0.01% | 139 |
|
|
2023
Q2 | – | Sell |
-40
| Closed | -$5.24K | – | 82 |
|
|
2023
Q1 | $5.24K | Buy |
+40
| New | +$5.24K | ﹤0.01% | 123 |
|
|
2021
Q4 | – | Sell |
-400
| Closed | -$53K | – | 105 |
|
|
2021
Q3 | $53K | Buy |
+400
| New | +$53K | 0.01% | 110 |
|
|
2015
Q1 | – | Sell |
-1,496
| Closed | -$229K | – | 86 |
|
|
2014
Q4 | $229K | Hold |
1,496
| – | – | 0.11% | 86 |
|
|
2014
Q3 | $271K | Sell |
1,496
-104
| -7% | -$18.8K | 0.14% | 84 |
|
|
2014
Q2 | $277K | Buy |
1,600
+367
| +30% | +$63.5K | 0.14% | 86 |
|
|
2014
Q1 | $227K | Sell |
1,233
-1,521
| -55% | -$280K | 0.12% | 92 |
|
|
2013
Q4 | $494K | Sell |
2,754
-6,074
| -69% | -$1.09M | 0.26% | 75 |
|
|
2013
Q3 | $1.56M | Sell |
8,828
-6,390
| -42% | -$1.13M | 0.91% | 42 |
|
|
2013
Q2 | $2.78M | Buy |
+15,218
| New | +$2.78M | 1.64% | 24 |
|