Cascade Investment Advisors’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 | – | Sell |
-950
| Closed | -$236K | – | 111 |
|
|
2025
Q1 | $236K | Hold |
950
| – | – | 0.16% | 106 |
|
|
2024
Q4 | $209K | Hold |
950
| – | – | 0.13% | 112 |
|
|
2024
Q3 | $210K | Buy |
+950
| New | +$186K | 0.13% | 110 |
|
|
2023
Q2 | – | Sell |
-1,150
| Closed | -$151K | – | 152 |
|
|
2023
Q1 | $151K | Buy |
+1,150
| New | +$154K | 0.12% | 110 |
|
|
2022
Q3 | – | Sell |
-1,150
| Closed | -$162K | – | 153 |
|
|
2022
Q2 | $162K | Hold |
1,150
| – | – | 0.13% | 115 |
|
|
2022
Q1 | $150K | Hold |
1,150
| – | – | 0.09% | 125 |
|
|
2021
Q4 | $154K | Sell |
1,150
-53
| -4% | -$6.65K | 0.09% | 122 |
|
|
2021
Q3 | $160K | Hold |
1,203
| – | – | 0.1% | 119 |
|
|
2021
Q2 | $169K | Hold |
1,203
| – | – | 0.11% | 115 |
|
|
2021
Q1 | $153K | Sell |
1,203
-52
| -4% | -$6.22K | 0.1% | 116 |
|
|
2020
Q4 | $151K | Sell |
1,255
-105
| -8% | -$12.1K | 0.11% | 114 |
|
|
2020
Q3 | $158K | Hold |
1,360
| – | – | 0.13% | 111 |
|
|
2020
Q2 | $157K | Sell |
1,360
-209
| -13% | -$24.3K | 0.15% | 104 |
|
|
2020
Q1 | $166K | Sell |
1,569
-105
| -6% | -$13.3K | 0.18% | 102 |
|
|
2019
Q4 | $214K | Hold |
1,674
| – | – | 0.16% | 104 |
|
|
2019
Q3 | $233K | Hold |
1,674
| – | – | 0.18% | 102 |
|
|
2019
Q2 | $221K | Hold |
1,674
| – | – | 0.19% | 97 |
|
|
2019
Q1 | $226K | Sell |
1,674
-104
| -6% | -$13.3K | 0.2% | 95 |
|
|
2018
Q4 | $193K | Sell |
1,778
-9,778
| -85% | -$1.17M | 0.2% | 97 |
|
|
2018
Q3 | $1.67M | Sell |
11,556
-296
| -2% | -$41.4K | 1.41% | 13 |
|
|
2018
Q2 | $1.58M | Sell |
11,852
-1,475
| -11% | -$206K | 1.41% | 11 |
|
|
2018
Q1 | $1.95M | Buy |
13,327
+246
| +2% | +$37.2K | 1.54% | 10 |
|
|
2017
Q4 | $1.92M | Buy |
13,081
+160
| +1% | +$23.3K | 1.52% | 10 |
|
|
2017
Q3 | $1.79M | Buy |
12,921
+329
| +3% | +$45.8K | 1.49% | 11 |
|
|
2017
Q2 | $1.85M | Buy |
12,592
+1,039
| +9% | +$157K | 1.58% | 13 |
|
|
2017
Q1 | $1.92M | Sell |
11,553
-690
| -6% | -$116K | 1.69% | 7 |
|
|
2016
Q4 | $1.94M | Buy |
+12,243
| New | +$1.86M | 1.65% | 10 |
|
|
2016
Q2 | $1.65M | Buy |
+11,344
| New | +$1.62M | 1.58% | 18 |
|
Other funds holding IBM
