Chevy Chase Trust’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152M | Buy |
516,223
+11,277
| +2% | +$3.32M | 0.44% | 36 |
|
|
2025
Q1 | $126M | Sell |
504,946
-1,493
| -0.3% | -$371K | 0.4% | 44 |
|
|
2024
Q4 | $111M | Sell |
506,439
-7,223
| -1% | -$1.59M | 0.34% | 51 |
|
|
2024
Q3 | $114M | Sell |
513,662
-8,204
| -2% | -$1.81M | 0.35% | 53 |
|
|
2024
Q2 | $90.3M | Sell |
521,866
-5,682
| -1% | -$983K | 0.29% | 68 |
|
|
2024
Q1 | $101M | Buy |
527,548
+3,534
| +0.7% | +$675K | 0.33% | 63 |
|
|
2023
Q4 | $85.7M | Sell |
524,014
-65
| -0% | -$10.6K | 0.31% | 70 |
|
|
2023
Q3 | $73.5M | Sell |
524,079
-9,487
| -2% | -$1.33M | 0.29% | 73 |
|
|
2023
Q2 | $71.4M | Sell |
533,566
-5,246
| -1% | -$702K | 0.27% | 84 |
|
|
2023
Q1 | $70.6M | Buy |
538,812
+5,115
| +1% | +$671K | 0.28% | 86 |
|
|
2022
Q4 | $75.2M | Sell |
533,697
-32,573
| -6% | -$4.59M | 0.32% | 76 |
|
|
2022
Q3 | $67.3M | Buy |
566,270
+9,410
| +2% | +$1.12M | 0.29% | 79 |
|
|
2022
Q2 | $78.6M | Buy |
556,860
+3,306
| +0.6% | +$467K | 0.33% | 74 |
|
|
2022
Q1 | $72M | Sell |
553,554
-401
| -0.1% | -$52.1K | 0.25% | 96 |
|
|
2021
Q4 | $74M | Sell |
553,955
-11,183
| -2% | -$1.49M | 0.24% | 95 |
|
|
2021
Q3 | $78.5M | Sell |
565,138
-18,881
| -3% | -$2.62M | 0.27% | 89 |
|
|
2021
Q2 | $85.6M | Sell |
584,019
-29,923
| -5% | -$4.39M | 0.29% | 85 |
|
|
2021
Q1 | $81.8M | Sell |
613,942
-41,115
| -6% | -$5.48M | 0.29% | 84 |
|
|
2020
Q4 | $82.5M | Sell |
655,057
-20,431
| -3% | -$2.57M | 0.29% | 82 |
|
|
2020
Q3 | $82.2M | Sell |
675,488
-51,928
| -7% | -$6.32M | 0.32% | 75 |
|
|
2020
Q2 | $87.9M | Sell |
727,416
-38,687
| -5% | -$4.67M | 0.36% | 66 |
|
|
2020
Q1 | $85M | Buy |
766,103
+11,836
| +2% | +$1.31M | 0.4% | 63 |
|
|
2019
Q4 | $101M | Sell |
754,267
-589
| -0.1% | -$79K | 0.38% | 64 |
|
|
2019
Q3 | $110M | Sell |
754,856
-1,407
| -0.2% | -$205K | 0.45% | 48 |
|
|
2019
Q2 | $104M | Sell |
756,263
-3,821
| -0.5% | -$527K | 0.43% | 53 |
|
|
2019
Q1 | $107M | Sell |
760,084
-19,362
| -2% | -$2.72M | 0.44% | 50 |
|
|
2018
Q4 | $88.6M | Buy |
779,446
+2,085
| +0.3% | +$237K | 0.43% | 52 |
|
|
2018
Q3 | $118M | Buy |
777,361
+29,175
| +4% | +$4.41M | 0.49% | 45 |
|
|
2018
Q2 | $105M | Sell |
748,186
-6,036
| -0.8% | -$843K | 0.45% | 52 |
|
|
2018
Q1 | $116M | Sell |
754,222
-22,435
| -3% | -$3.44M | 0.51% | 41 |
|
|
2017
Q4 | $119M | Sell |
776,657
-9,344
| -1% | -$1.43M | 0.51% | 42 |
|
|
2017
Q3 | $114M | Buy |
786,001
+17,270
| +2% | +$2.51M | 0.52% | 43 |
|
|
2017
Q2 | $118M | Sell |
768,731
-4,478
| -0.6% | -$689K | 0.57% | 39 |
|
|
2017
Q1 | $135M | Buy |
773,209
+15,736
| +2% | +$2.74M | 0.66% | 32 |
|
|
2016
Q4 | $126M | Sell |
757,473
-3,177
| -0.4% | -$527K | 0.67% | 31 |
|
|
2016
Q3 | $121M | Sell |
760,650
-32,031
| -4% | -$5.09M | 0.66% | 33 |
|
|
2016
Q2 | $120M | Buy |
792,681
+7,701
| +1% | +$1.17M | 0.67% | 33 |
|
|
2016
Q1 | $119M | Buy |
784,980
+8,659
| +1% | +$1.31M | 0.68% | 32 |
|
|
2015
Q4 | $107M | Sell |
776,321
-12,837
| -2% | -$1.77M | 0.63% | 36 |
|
|
2015
Q3 | $114M | Buy |
789,158
+8,939
| +1% | +$1.3M | 0.71% | 30 |
|
|
2015
Q2 | $127M | Buy |
780,219
+1,539
| +0.2% | +$250K | 0.76% | 27 |
|
|
2015
Q1 | $125M | Buy |
778,680
+16,255
| +2% | +$2.61M | 0.75% | 24 |
|
|
2014
Q4 | $122M | Sell |
762,425
-29,704
| -4% | -$4.77M | 0.76% | 25 |
|
|
2014
Q3 | $150M | Buy |
792,129
+24,204
| +3% | +$4.59M | 0.97% | 16 |
|
|
2014
Q2 | $139M | Sell |
767,925
-37,075
| -5% | -$6.72M | 0.97% | 15 |
|
|
2014
Q1 | $155M | Sell |
805,000
-56,225
| -7% | -$10.8M | 1.11% | 13 |
|
|
2013
Q4 | $162M | Sell |
861,225
-7,434
| -0.9% | -$1.39M | 1.18% | 11 |
|
|
2013
Q3 | $161M | Buy |
868,659
+7,349
| +0.9% | +$1.36M | 1.31% | 10 |
|
|
2013
Q2 | $165M | Buy |
+861,310
| New | +$165M | 1.44% | 10 |
|