Charter Research & Investment Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.78M | Sell |
19,596
-291
| -1% | -$85.8K | 4.31% | 4 |
|
|
2025
Q1 | $4.95M | Buy |
19,887
+28
| +0.1% | +$6.96K | 3.78% | 5 |
|
|
2024
Q4 | $4.37M | Sell |
19,859
-164
| -0.8% | -$36.1K | 3.33% | 7 |
|
|
2024
Q3 | $4.43M | Buy |
20,023
+48
| +0.2% | +$10.6K | 3.26% | 8 |
|
|
2024
Q2 | $3.45M | Sell |
19,975
-101
| -0.5% | -$17.5K | 2.72% | 10 |
|
|
2024
Q1 | $3.83M | Sell |
20,076
-61
| -0.3% | -$11.6K | 3.04% | 10 |
|
|
2023
Q4 | $3.29M | Sell |
20,137
-50
| -0.2% | -$8.18K | 2.73% | 9 |
|
|
2023
Q3 | $2.83M | Sell |
20,187
-420
| -2% | -$58.9K | 2.55% | 10 |
|
|
2023
Q2 | $2.76M | Sell |
20,607
-159
| -0.8% | -$21.3K | 2.29% | 14 |
|
|
2023
Q1 | $2.72M | Buy |
20,766
+289
| +1% | +$37.9K | 2.38% | 14 |
|
|
2022
Q4 | $2.89M | Sell |
20,477
-64
| -0.3% | -$9.02K | 2.77% | 11 |
|
|
2022
Q3 | $2.44M | Sell |
20,541
-215
| -1% | -$25.5K | 2.47% | 13 |
|
|
2022
Q2 | $2.93M | Hold |
20,756
| – | – | 2.66% | 10 |
|
|
2022
Q1 | $2.7M | Sell |
20,756
-130
| -0.6% | -$16.9K | 2.19% | 15 |
|
|
2021
Q4 | $2.79M | Sell |
20,886
-396
| -2% | -$52.9K | 2.2% | 16 |
|
|
2021
Q3 | $2.83M | Buy |
21,282
+680
| +3% | +$90.3K | 2.35% | 16 |
|
|
2021
Q2 | $2.89M | Sell |
20,602
-178
| -0.9% | -$24.9K | 2.39% | 16 |
|
|
2021
Q1 | $2.65M | Hold |
20,780
| – | – | 2.31% | 16 |
|
|
2020
Q4 | $2.5M | Buy |
20,780
+16,330
| +367% | +$1.97M | 2.41% | 13 |
|
|
2020
Q3 | $518K | Buy |
4,450
+361
| +9% | +$42K | 0.57% | 43 |
|
|
2020
Q2 | $472K | Buy |
4,089
+1,663
| +69% | +$192K | 0.54% | 45 |
|
|
2020
Q1 | $257K | Hold |
2,426
| – | – | 0.34% | 65 |
|
|
2019
Q4 | $311K | Hold |
2,426
| – | – | 0.32% | 66 |
|
|
2019
Q3 | $337K | Hold |
2,426
| – | – | 0.37% | 64 |
|
|
2019
Q2 | $320K | Hold |
2,426
| – | – | 0.36% | 62 |
|
|
2019
Q1 | $327K | Hold |
2,426
| – | – | 0.36% | 60 |
|
|
2018
Q4 | $264K | Hold |
2,426
| – | – | 0.33% | 65 |
|
|
2018
Q3 | $351K | Sell |
2,426
-186
| -7% | -$26.9K | 0.38% | 59 |
|
|
2018
Q2 | $349K | Hold |
2,612
| – | – | 0.4% | 58 |
|
|
2018
Q1 | $383K | Sell |
2,612
-68
| -3% | -$9.97K | 0.46% | 52 |
|
|
2017
Q4 | $393K | Buy |
+2,680
| New | +$393K | 0.44% | 53 |
|
|
2016
Q3 | $419K | Hold |
2,760
| – | – | 0.49% | 48 |
|
|
2016
Q2 | $401K | Hold |
2,760
| – | – | 0.46% | 49 |
|
|
2016
Q1 | $400K | Sell |
2,760
-105
| -4% | -$15.2K | 0.46% | 47 |
|
|
2015
Q4 | $377K | Sell |
2,865
-209
| -7% | -$27.5K | 0.44% | 50 |
|
|
2015
Q3 | $426K | Hold |
3,074
| – | – | 0.56% | 43 |
|
|
2015
Q2 | $478K | Hold |
3,074
| – | – | 0.53% | 43 |
|
|
2015
Q1 | $472K | Hold |
3,074
| – | – | 0.52% | 45 |
|
|
2014
Q4 | $472K | Buy |
+3,074
| New | +$472K | 0.52% | 48 |
|