CYG
Clean Yield Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76M | Sell |
19,529
-1,636
| -8% | -$482K | 1.72% | 16 |
|
|
2025
Q1 | $5.26M | Sell |
21,165
-398
| -2% | -$99K | 1.71% | 16 |
|
|
2024
Q4 | $4.74M | Buy |
21,563
+627
| +3% | +$138K | 1.51% | 18 |
|
|
2024
Q3 | $4.63M | Sell |
20,936
-1,498
| -7% | -$331K | 1.47% | 20 |
|
|
2024
Q2 | $3.88M | Buy |
22,434
+698
| +3% | +$121K | 1.45% | 24 |
|
|
2024
Q1 | $4.15M | Sell |
21,736
-392
| -2% | -$74.9K | 1.61% | 19 |
|
|
2023
Q4 | $3.62M | Sell |
22,128
-290
| -1% | -$47.4K | 1.52% | 19 |
|
|
2023
Q3 | $3.21M | Sell |
22,418
-692
| -3% | -$99.1K | 1.42% | 24 |
|
|
2023
Q2 | $3.09M | Sell |
23,110
-83
| -0.4% | -$11.1K | 1.27% | 26 |
|
|
2023
Q1 | $3.04M | Sell |
23,193
-18
| -0.1% | -$2.36K | 1.3% | 24 |
|
|
2022
Q4 | $3.27M | Sell |
23,211
-419
| -2% | -$59K | 1.4% | 21 |
|
|
2022
Q3 | $2.81M | Sell |
23,630
-1,070
| -4% | -$127K | 1.3% | 25 |
|
|
2022
Q2 | $3.49M | Sell |
24,700
-1,391
| -5% | -$196K | 1.44% | 22 |
|
|
2022
Q1 | $3.39M | Buy |
26,091
+6,470
| +33% | +$841K | 1.2% | 30 |
|
|
2021
Q4 | $2.62M | Buy |
19,621
+15,043
| +329% | +$2.01M | 0.84% | 38 |
|
|
2021
Q3 | $636K | Buy |
4,578
+394
| +9% | +$54.7K | 0.21% | 82 |
|
|
2021
Q2 | $613K | Buy |
4,184
+1,330
| +47% | +$195K | 0.21% | 77 |
|
|
2021
Q1 | $380K | Buy |
2,854
+464
| +19% | +$61.8K | 0.14% | 96 |
|
|
2020
Q4 | $301K | Buy |
2,390
+260
| +12% | +$32.7K | 0.11% | 106 |
|
|
2020
Q3 | $259K | Hold |
2,130
| – | – | 0.11% | 108 |
|
|
2020
Q2 | $257K | Sell |
2,130
-526
| -20% | -$63.5K | 0.11% | 104 |
|
|
2020
Q1 | $295K | Sell |
2,656
-4,331
| -62% | -$481K | 0.14% | 92 |
|
|
2019
Q4 | $937K | Sell |
6,987
-585
| -8% | -$78.5K | 0.29% | 61 |
|
|
2019
Q3 | $1.1M | Sell |
7,572
-1,062
| -12% | -$154K | 0.36% | 55 |
|
|
2019
Q2 | $1.19M | Sell |
8,634
-1,443
| -14% | -$199K | 0.43% | 52 |
|
|
2019
Q1 | $1.42M | Sell |
10,077
-1,612
| -14% | -$227K | 0.58% | 53 |
|
|
2018
Q4 | $1.33M | Buy |
11,689
+82
| +0.7% | +$9.32K | 0.58% | 56 |
|
|
2018
Q3 | $1.76M | Buy |
11,607
+1,476
| +15% | +$223K | 0.7% | 53 |
|
|
2018
Q2 | $1.42M | Buy |
10,131
+544
| +6% | +$76K | 0.59% | 55 |
|
|
2018
Q1 | $1.47M | Buy |
9,587
+56
| +0.6% | +$8.59K | 0.62% | 55 |
|
|
2017
Q4 | $1.46M | Buy |
9,531
+15
| +0.2% | +$2.3K | 0.58% | 58 |
|
|
2017
Q3 | $1.38M | Sell |
9,516
-166
| -2% | -$24.1K | 0.56% | 57 |
|
|
2017
Q2 | $1.49M | Sell |
9,682
-30
| -0.3% | -$4.63K | 0.62% | 54 |
|
|
2017
Q1 | $1.69M | Sell |
9,712
-736
| -7% | -$128K | 0.71% | 47 |
|
|
2016
Q4 | $1.73M | Hold |
10,448
| – | – | 0.78% | 49 |
|
|
2016
Q3 | $1.66M | Hold |
10,448
| – | – | 0.72% | 48 |
|
|
2016
Q2 | $1.59M | Hold |
10,448
| – | – | 0.68% | 53 |
|
|
2016
Q1 | $1.58M | Buy |
10,448
+601
| +6% | +$90.9K | 0.7% | 54 |
|
|
2015
Q4 | $1.21M | Buy |
9,847
+2,636
| +37% | +$323K | 0.59% | 58 |
|
|
2015
Q3 | $1.02M | Sell |
7,211
-200
| -3% | -$28.2K | 0.48% | 65 |
|
|
2015
Q2 | $1.21M | Sell |
7,411
-155
| -2% | -$25.2K | 0.55% | 62 |
|
|
2015
Q1 | $1.21M | Sell |
7,566
-240
| -3% | -$38.5K | 0.52% | 62 |
|
|
2014
Q4 | $1.25M | Sell |
7,806
-265
| -3% | -$42.5K | 0.56% | 62 |
|
|
2014
Q3 | $1.53M | Sell |
8,071
-445
| -5% | -$84.5K | 0.74% | 53 |
|
|
2014
Q2 | $1.54M | Sell |
8,516
-30
| -0.4% | -$5.44K | 0.76% | 51 |
|
|
2014
Q1 | $1.65M | Sell |
8,546
-380
| -4% | -$73.1K | 0.85% | 47 |
|
|
2013
Q4 | $1.67M | Sell |
8,926
-5,011
| -36% | -$940K | 0.9% | 46 |
|
|
2013
Q3 | $2.58M | Sell |
13,937
-145
| -1% | -$26.9K | 1.4% | 25 |
|
|
2013
Q2 | $2.69M | Buy |
+14,082
| New | +$2.69M | 1.54% | 19 |
|