Cumberland Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
4,060
-350
| -8% | -$103K | 0.08% | 130 |
|
|
2025
Q1 | $1.1M | Sell |
4,410
-2,275
| -34% | -$566K | 0.08% | 126 |
|
|
2024
Q4 | $1.47M | Sell |
6,685
-745
| -10% | -$164K | 0.1% | 120 |
|
|
2024
Q3 | $1.64M | Buy |
7,430
+1,030
| +16% | +$228K | 0.11% | 109 |
|
|
2024
Q2 | $1.11M | Buy |
+6,400
| New | +$1.11M | 0.08% | 123 |
|
|
2018
Q4 | – | Sell |
-4,833
| Closed | -$698K | – | 181 |
|
|
2018
Q3 | $698K | Sell |
4,833
-1,815
| -27% | -$262K | 0.07% | 121 |
|
|
2018
Q2 | $888K | Buy |
+6,648
| New | +$888K | 0.09% | 110 |
|
|
2013
Q3 | – | Sell |
-99,286
| Closed | -$18.1M | – | 65 |
|
|
2013
Q2 | $18.1M | Buy |
+99,286
| New | +$18.1M | 2.31% | 19 |
|