Court Place Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
1,578
+17
| +1% | +$5.01K | 0.15% | 98 |
|
|
2025
Q1 | $388K | Buy |
1,561
+182
| +13% | +$45.3K | 0.13% | 105 |
|
|
2024
Q4 | $303K | Sell |
1,379
-930
| -40% | -$204K | 0.1% | 119 |
|
|
2024
Q3 | $510K | Hold |
2,309
| – | – | 0.15% | 106 |
|
|
2024
Q2 | $399K | Buy |
2,309
+900
| +64% | +$156K | 0.13% | 111 |
|
|
2024
Q1 | $269K | Sell |
1,409
-900
| -39% | -$172K | 0.09% | 133 |
|
|
2023
Q4 | $378K | Hold |
2,309
| – | – | 0.12% | 116 |
|
|
2023
Q3 | $324K | Sell |
2,309
-1,156
| -33% | -$162K | 0.12% | 119 |
|
|
2023
Q2 | $464K | Hold |
3,465
| – | – | 0.16% | 99 |
|
|
2023
Q1 | $454K | Sell |
3,465
-300
| -8% | -$39.3K | 0.16% | 106 |
|
|
2022
Q4 | $530K | Sell |
3,765
-34
| -0.9% | -$4.79K | 0.19% | 99 |
|
|
2022
Q3 | $451K | Sell |
3,799
-225
| -6% | -$26.7K | 0.18% | 100 |
|
|
2022
Q2 | $568K | Sell |
4,024
-50
| -1% | -$7.06K | 0.21% | 92 |
|
|
2022
Q1 | $530K | Hold |
4,074
| – | – | 0.17% | 104 |
|
|
2021
Q4 | $544K | Buy |
4,074
+349
| +9% | +$46.6K | 0.15% | 108 |
|
|
2021
Q3 | $495K | Sell |
3,725
-131
| -3% | -$17.4K | 0.15% | 112 |
|
|
2021
Q2 | $540K | Sell |
3,856
-41
| -1% | -$5.74K | 0.16% | 111 |
|
|
2021
Q1 | $496K | Hold |
3,897
| – | – | 0.15% | 110 |
|
|
2020
Q4 | $469K | Hold |
3,897
| – | – | 0.16% | 109 |
|
|
2020
Q3 | $453K | Buy |
3,897
+4
| +0.1% | +$465 | 0.17% | 101 |
|
|
2020
Q2 | $449K | Hold |
3,893
| – | – | 0.17% | 104 |
|
|
2020
Q1 | $413K | Sell |
3,893
-732
| -16% | -$77.7K | 0.19% | 103 |
|
|
2019
Q4 | $593K | Sell |
4,625
-314
| -6% | -$40.3K | 0.21% | 100 |
|
|
2019
Q3 | $687K | Hold |
4,939
| – | – | 0.27% | 87 |
|
|
2019
Q2 | $651K | Buy |
4,939
+52
| +1% | +$6.85K | 0.26% | 91 |
|
|
2019
Q1 | $659K | Hold |
4,887
| – | – | 0.27% | 90 |
|
|
2018
Q4 | $531K | Sell |
4,887
-461
| -9% | -$50.1K | 0.24% | 93 |
|
|
2018
Q3 | $773K | Hold |
5,348
| – | – | 0.29% | 79 |
|
|
2018
Q2 | $714K | Sell |
5,348
-157
| -3% | -$21K | 0.3% | 80 |
|
|
2018
Q1 | $808K | Buy |
5,505
+157
| +3% | +$23K | 0.34% | 69 |
|
|
2017
Q4 | $784K | Sell |
5,348
-373
| -7% | -$54.7K | 0.32% | 73 |
|
|
2017
Q3 | $793K | Sell |
5,721
-393
| -6% | -$54.5K | 0.35% | 69 |
|
|
2017
Q2 | $899K | Hold |
6,114
| – | – | 0.43% | 61 |
|
|
2017
Q1 | $1.02M | Buy |
+6,114
| New | +$1.02M | 0.5% | 58 |
|
|
2016
Q4 | – | Sell |
-6,079
| Closed | -$923K | – | 57 |
|
|
2016
Q3 | $923K | Sell |
6,079
-105
| -2% | -$15.9K | 0.51% | 54 |
|
|
2016
Q2 | $897K | Buy |
6,184
+181
| +3% | +$26.3K | 0.52% | 52 |
|
|
2016
Q1 | $869K | Buy |
6,003
+84
| +1% | +$12.2K | 0.54% | 49 |
|
|
2015
Q4 | $779K | Sell |
5,919
-356
| -6% | -$46.9K | 0.5% | 51 |
|
|
2015
Q3 | $870K | Buy |
6,275
+575
| +10% | +$79.7K | 0.6% | 46 |
|
|
2015
Q2 | $886K | Buy |
5,700
+105
| +2% | +$16.3K | 0.56% | 51 |
|
|
2015
Q1 | $859K | Hold |
5,595
| – | – | 0.55% | 51 |
|
|
2014
Q4 | $858K | Buy |
5,595
+1,077
| +24% | +$165K | 0.56% | 50 |
|
|
2014
Q3 | $820K | Hold |
4,518
| – | – | 0.56% | 48 |
|
|
2014
Q2 | $783K | Sell |
4,518
-104
| -2% | -$18K | 0.54% | 49 |
|
|
2014
Q1 | $851K | Hold |
4,622
| – | – | 0.62% | 48 |
|
|
2013
Q4 | $829K | Buy |
+4,622
| New | +$829K | 0.63% | 47 |
|