CAM
Columbia Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Sell |
34,146
-2,508
| -7% | -$739K | 1.98% | 8 |
|
|
2025
Q1 | $9.11M | Sell |
36,654
-2,308
| -6% | -$574K | 1.78% | 9 |
|
|
2024
Q4 | $8.57M | Sell |
38,962
-2,333
| -6% | -$513K | 1.57% | 10 |
|
|
2024
Q3 | $9.13M | Sell |
41,295
-1,688
| -4% | -$373K | 1.59% | 11 |
|
|
2024
Q2 | $7.43M | Sell |
42,983
-100
| -0.2% | -$17.3K | 1.39% | 16 |
|
|
2024
Q1 | $7.05M | Hold |
43,083
| – | – | 1.43% | 15 |
|
|
2023
Q4 | $7.05M | Buy |
43,083
+330
| +0.8% | +$54K | 1.43% | 15 |
|
|
2023
Q3 | $6M | Buy |
42,753
+540
| +1% | +$75.8K | 1.32% | 19 |
|
|
2023
Q2 | $5.65M | Sell |
42,213
-23
| -0.1% | -$3.08K | 1.2% | 22 |
|
|
2023
Q1 | $5.54M | Buy |
42,236
+2,660
| +7% | +$349K | 1.25% | 21 |
|
|
2022
Q4 | $5.58M | Buy |
39,576
+970
| +3% | +$137K | 1.35% | 18 |
|
|
2022
Q3 | $4.59M | Buy |
38,606
+1,418
| +4% | +$168K | 1.21% | 24 |
|
|
2022
Q2 | $5.25M | Buy |
+37,188
| New | +$5.25M | 1.33% | 21 |
|
|
2021
Q4 | $4.52M | Sell |
33,826
-1,376
| -4% | -$184K | 0.92% | 36 |
|
|
2021
Q3 | $4.89M | Sell |
35,202
-73
| -0.2% | -$10.1K | 1.07% | 29 |
|
|
2021
Q2 | $5.17M | Sell |
35,275
-5,027
| -12% | -$737K | 1.15% | 26 |
|
|
2021
Q1 | $5.37M | Sell |
40,302
-1,111
| -3% | -$148K | 0.97% | 33 |
|
|
2020
Q4 | $5.21M | Buy |
41,413
+288
| +0.7% | +$36.3K | 1.05% | 32 |
|
|
2020
Q3 | $5M | Buy |
41,125
+2,547
| +7% | +$310K | 1.15% | 28 |
|
|
2020
Q2 | $4.66M | Buy |
38,578
+3,588
| +10% | +$433K | 1.12% | 30 |
|
|
2020
Q1 | $3.88M | Buy |
34,990
+8,971
| +34% | +$995K | 0.96% | 33 |
|
|
2019
Q4 | $34.9K | Buy |
26,019
+424
| +2% | +$568 | 0.84% | 40 |
|
|
2019
Q3 | $3.72M | Buy |
25,595
+1,388
| +6% | +$202K | 0.97% | 33 |
|
|
2019
Q2 | $3.34M | Buy |
24,207
+1,535
| +7% | +$212K | 0.88% | 36 |
|
|
2019
Q1 | $3.2M | Buy |
22,672
+1,283
| +6% | +$181K | 0.85% | 37 |
|
|
2018
Q4 | $2.43M | Sell |
21,389
-7,280
| -25% | -$827K | 0.74% | 40 |
|
|
2018
Q3 | $4.34M | Buy |
28,669
+381
| +1% | +$57.6K | 1.13% | 26 |
|
|
2018
Q2 | $3.95M | Sell |
28,288
-249
| -0.9% | -$34.8K | 1.15% | 26 |
|
|
2018
Q1 | $4.38M | Buy |
28,537
+1,690
| +6% | +$259K | 1.28% | 25 |
|
|
2017
Q4 | $4.12M | Buy |
26,847
+1,592
| +6% | +$244K | 1.18% | 28 |
|
|
2017
Q3 | $3.66M | Sell |
25,255
-1,416
| -5% | -$205K | 1.13% | 30 |
|
|
2017
Q2 | $4.1M | Sell |
26,671
-209
| -0.8% | -$32.1K | 1.32% | 26 |
|
|
2017
Q1 | $4.68M | Buy |
26,880
+205
| +0.8% | +$35.7K | 1.57% | 19 |
|
|
2016
Q4 | $4.43M | Buy |
26,675
+560
| +2% | +$93K | 1.49% | 18 |
|
|
2016
Q3 | $4.15M | Buy |
26,115
+917
| +4% | +$146K | 1.45% | 19 |
|
|
2016
Q2 | $3.83M | Buy |
25,198
+2,309
| +10% | +$351K | 1.36% | 20 |
|
|
2016
Q1 | $3.47M | Buy |
22,889
+5,392
| +31% | +$816K | 1.27% | 24 |
|
|
2015
Q4 | $2.41M | Sell |
17,497
-909
| -5% | -$125K | 0.97% | 30 |
|
|
2015
Q3 | $2.67M | Sell |
18,406
-527
| -3% | -$76.4K | 1.09% | 26 |
|
|
2015
Q2 | $3.08M | Buy |
18,933
+2,305
| +14% | +$375K | 1.17% | 23 |
|
|
2015
Q1 | $2.67M | Buy |
16,628
+2,005
| +14% | +$322K | 1% | 31 |
|
|
2014
Q4 | $2.35M | Buy |
14,623
+525
| +4% | +$84.2K | 0.9% | 34 |
|
|
2014
Q3 | $2.68M | Buy |
14,098
+603
| +4% | +$114K | 1.08% | 28 |
|
|
2014
Q2 | $2.45M | Sell |
13,495
-147
| -1% | -$26.6K | 0.99% | 30 |
|
|
2014
Q1 | $2.63M | Buy |
13,642
+152
| +1% | +$29.3K | 1.14% | 25 |
|
|
2013
Q4 | $2.53M | Buy |
+13,490
| New | +$2.53M | 1.12% | 28 |
|