Congress Asset Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Sell |
52,645
-671
| -1% | -$198K | 0.11% | 156 |
|
|
2025
Q1 | $13.3M | Buy |
53,316
+19
| +0% | +$4.73K | 0.1% | 167 |
|
|
2024
Q4 | $11.7M | Sell |
53,297
-117
| -0.2% | -$25.7K | 0.08% | 188 |
|
|
2024
Q3 | $11.8M | Buy |
+53,414
| New | +$11.8M | 0.08% | 179 |
|
|
2018
Q3 | – | Sell |
-1,572
| Closed | -$210K | – | 370 |
|
|
2018
Q2 | $210K | Sell |
1,572
-490
| -24% | -$65.5K | ﹤0.01% | 363 |
|
|
2018
Q1 | $302K | Hold |
2,062
| – | – | ﹤0.01% | 362 |
|
|
2017
Q4 | $302K | Sell |
2,062
-219
| -10% | -$32.1K | ﹤0.01% | 358 |
|
|
2017
Q3 | $316K | Sell |
2,281
-257
| -10% | -$35.6K | ﹤0.01% | 371 |
|
|
2017
Q2 | $373K | Hold |
2,538
| – | – | 0.01% | 236 |
|
|
2017
Q1 | $422K | Buy |
2,538
+27
| +1% | +$4.49K | 0.01% | 230 |
|
|
2016
Q4 | $399K | Buy |
2,511
+130
| +5% | +$20.7K | 0.01% | 228 |
|
|
2016
Q3 | $362K | Sell |
2,381
-261
| -10% | -$39.7K | 0.01% | 202 |
|
|
2016
Q2 | $383K | Sell |
2,642
-1,744
| -40% | -$253K | 0.01% | 206 |
|
|
2016
Q1 | $635K | Sell |
4,386
-570
| -12% | -$82.5K | 0.02% | 186 |
|
|
2015
Q4 | $652K | Sell |
4,956
-413
| -8% | -$54.3K | 0.02% | 193 |
|
|
2015
Q3 | $744K | Sell |
5,369
-575
| -10% | -$79.7K | 0.02% | 180 |
|
|
2015
Q2 | $924K | Sell |
5,944
-441
| -7% | -$68.6K | 0.03% | 186 |
|
|
2015
Q1 | $980K | Sell |
6,385
-3,578
| -36% | -$549K | 0.02% | 184 |
|
|
2014
Q4 | $1.53M | Sell |
9,963
-9,004
| -47% | -$1.38M | 0.04% | 182 |
|
|
2014
Q3 | $3.44M | Buy |
18,967
+795
| +4% | +$144K | 0.09% | 146 |
|
|
2014
Q2 | $3.15M | Buy |
18,172
+12
| +0.1% | +$2.08K | 0.08% | 149 |
|
|
2014
Q1 | $3.34M | Buy |
18,160
+431
| +2% | +$79.3K | 0.08% | 149 |
|
|
2013
Q4 | $3.18M | Buy |
17,729
+603
| +4% | +$108K | 0.08% | 146 |
|
|
2013
Q3 | $3.03M | Sell |
17,126
-326,985
| -95% | -$57.9M | 0.09% | 147 |
|
|
2013
Q2 | $62.9M | Buy |
+344,111
| New | +$62.9M | 1.86% | 22 |
|