Clear Creek Financial Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $487K | Buy |
2,007
+622
| +45% | +$168K | 0.04% | 397 |
|
|
2025
Q4 | $410K | Buy |
1,385
+24
| +2% | +$7.19K | 0.03% | 428 |
|
|
2025
Q3 | $384K | Buy |
1,361
+173
| +15% | +$45.3K | 0.03% | 419 |
|
|
2025
Q2 | $350K | Sell |
1,188
-4
| -0.3% | -$1.03K | 0.03% | 413 |
|
|
2025
Q1 | $296K | Sell |
1,192
-817
| -41% | -$200K | 0.03% | 396 |
|
|
2024
Q4 | $442K | Sell |
2,009
-116
| -5% | -$25.8K | 0.05% | 317 |
|
|
2024
Q3 | $470K | Sell |
2,125
-73
| -3% | -$14.3K | 0.05% | 280 |
|
|
2024
Q2 | $377K | Buy |
2,198
+5
| +0.2% | +$869 | 0.05% | 292 |
|
|
2024
Q1 | $413K | Sell |
2,193
-2,428
| -53% | -$443K | 0.05% | 274 |
|
|
2023
Q4 | $754K | Sell |
4,621
-818
| -15% | -$124K | 0.12% | 148 |
|
|
2023
Q3 | $764K | Sell |
5,439
-3
| -0.1% | -$427 | 0.13% | 124 |
|
|
2023
Q2 | $728K | Sell |
5,442
-230
| -4% | -$29.7K | 0.13% | 135 |
|
|
2023
Q1 | $744K | Buy |
5,672
+13
| +0.2% | +$1.74K | 0.14% | 122 |
|
|
2022
Q4 | $797K | Buy |
5,659
+31
| +0.6% | +$4.28K | 0.18% | 113 |
|
|
2022
Q3 | $669K | Buy |
5,628
+55
| +1% | +$7.22K | 0.15% | 120 |
|
|
2022
Q2 | $787K | Buy |
5,573
+1,099
| +25% | +$148K | 0.16% | 114 |
|
|
2022
Q1 | $582K | Buy |
4,474
+89
| +2% | +$11.6K | 0.09% | 170 |
|
|
2021
Q4 | $586K | Sell |
4,385
-1,250
| -22% | -$157K | 0.09% | 171 |
|
|
2021
Q3 | $748K | Buy |
5,635
+220
| +4% | +$29.4K | 0.12% | 157 |
|
|
2021
Q2 | $759K | Buy |
+5,415
| New | +$740K | 0.12% | 153 |
|
|
2021
Q1 | – | Sell |
-3,319
| Closed | -$399K | – | 138 |
|
|
2020
Q4 | $399K | Buy |
+3,319
| New | +$384K | 0.08% | 205 |
|
|
2020
Q3 | – | Sell |
-3,040
| Closed | -$350K | – | 164 |
|
|
2020
Q2 | $350K | Buy |
+3,040
| New | +$353K | 0.09% | 159 |
|
Other funds holding IBM
VCM
VPM
