Chatham Capital 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 | $1.1M | Sell |
3,715
-100
| -3% | -$29.5K | 0.17% | 124 |
|
2025
Q1 | $949K | Sell |
3,815
-342
| -8% | -$85K | 0.16% | 127 |
|
2024
Q4 | $914K | Buy |
4,157
+1,592
| +62% | +$350K | 0.15% | 131 |
|
2024
Q3 | $567K | Hold |
2,565
| – | – | 0.09% | 145 |
|
2024
Q2 | $444K | Hold |
2,565
| – | – | 0.08% | 151 |
|
2024
Q1 | $490K | Sell |
2,565
-40
| -2% | -$7.64K | 0.09% | 148 |
|
2023
Q4 | $426K | Hold |
2,605
| – | – | 0.09% | 151 |
|
2023
Q3 | $365K | Buy |
2,605
+50
| +2% | +$7.02K | 0.08% | 154 |
|
2023
Q2 | $342K | Sell |
2,555
-35
| -1% | -$4.68K | 0.07% | 158 |
|
2023
Q1 | $340K | Hold |
2,590
| – | – | 0.08% | 160 |
|
2022
Q4 | $365K | Hold |
2,590
| – | – | 0.09% | 157 |
|
2022
Q3 | $308K | Sell |
2,590
-300
| -10% | -$35.7K | 0.08% | 156 |
|
2022
Q2 | $408K | Buy |
2,890
+50
| +2% | +$7.06K | 0.09% | 145 |
|
2022
Q1 | $369K | Hold |
2,840
| – | – | 0.07% | 149 |
|
2021
Q4 | $380K | Sell |
2,840
-131
| -4% | -$17.5K | 0.07% | 156 |
|
2021
Q3 | $395K | Sell |
2,971
-130
| -4% | -$17.3K | 0.08% | 151 |
|
2021
Q2 | $435K | Hold |
3,101
| – | – | 0.08% | 144 |
|
2021
Q1 | $395K | Hold |
3,101
| – | – | 0.08% | 144 |
|
2020
Q4 | $373K | Hold |
3,101
| – | – | 0.08% | 137 |
|
2020
Q3 | $361K | Sell |
3,101
-51
| -2% | -$5.94K | 0.09% | 129 |
|
2020
Q2 | $364K | Hold |
3,152
| – | – | 0.09% | 129 |
|
2020
Q1 | $334K | Hold |
3,152
| – | – | 0.1% | 133 |
|
2019
Q4 | $404K | Hold |
3,152
| – | – | 0.1% | 128 |
|
2019
Q3 | $438K | Hold |
3,152
| – | – | 0.11% | 125 |
|
2019
Q2 | $415K | Sell |
3,152
-104
| -3% | -$13.7K | 0.1% | 131 |
|
2019
Q1 | $439K | Sell |
3,256
-571
| -15% | -$77K | 0.11% | 125 |
|
2018
Q4 | $416K | Sell |
3,827
-53
| -1% | -$5.76K | 0.12% | 119 |
|
2018
Q3 | $561K | Hold |
3,880
| – | – | 0.14% | 109 |
|
2018
Q2 | $518K | Sell |
3,880
-161
| -4% | -$21.5K | 0.14% | 108 |
|
2018
Q1 | $593K | Hold |
4,041
| – | – | 0.16% | 99 |
|
2017
Q4 | $593K | Sell |
4,041
-287
| -7% | -$42.1K | 0.16% | 100 |
|
2017
Q3 | $600K | Sell |
4,328
-360
| -8% | -$49.9K | 0.17% | 100 |
|
2017
Q2 | $689K | Buy |
4,688
+52
| +1% | +$7.64K | 0.19% | 99 |
|
2017
Q1 | $772K | Sell |
4,636
-175
| -4% | -$29.1K | 0.22% | 93 |
|
2016
Q4 | $763K | Sell |
4,811
-104
| -2% | -$16.5K | 0.22% | 88 |
|
2016
Q3 | $746K | Hold |
4,915
| – | – | 0.24% | 79 |
|
2016
Q2 | $713K | Sell |
4,915
-334
| -6% | -$48.5K | 0.22% | 82 |
|
2016
Q1 | $760K | Sell |
5,249
-438
| -8% | -$63.4K | 0.24% | 80 |
|
2015
Q4 | $748K | Sell |
5,687
-33
| -0.6% | -$4.34K | 0.24% | 77 |
|
2015
Q3 | $793K | Sell |
5,720
-331
| -5% | -$45.9K | 0.27% | 73 |
|
2015
Q2 | $941K | Buy |
6,051
+396
| +7% | +$61.6K | 0.26% | 78 |
|
2015
Q1 | $868K | Sell |
5,655
-23,384
| -81% | -$3.59M | 0.25% | 79 |
|
2014
Q4 | $4.45M | Sell |
29,039
-235
| -0.8% | -$36K | 1.33% | 24 |
|
2014
Q3 | $5.31M | Buy |
29,274
+3,678
| +14% | +$668K | 1.65% | 14 |
|
2014
Q2 | $4.44M | Buy |
25,596
+1,287
| +5% | +$223K | 1.74% | 23 |
|
2014
Q1 | $4.47M | Buy |
24,309
+26
| +0.1% | +$4.78K | 1.85% | 18 |
|
2013
Q4 | $4.35M | Buy |
24,283
+105
| +0.4% | +$18.8K | 1.81% | 18 |
|
2013
Q3 | $4.28M | Buy |
24,178
+669
| +3% | +$118K | 1.95% | 16 |
|
2013
Q2 | $4.3M | Buy |
+23,509
| New | +$4.3M | 2.1% | 14 |
|