Curi RMB Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.4M | Buy |
106,549
+27,259
| +34% | +$8.04M | 0.6% | 35 |
|
|
2025
Q1 | $19.7M | Buy |
79,290
+17,107
| +28% | +$4.25M | 0.49% | 54 |
|
|
2024
Q4 | $13.7M | Buy |
62,183
+7,533
| +14% | +$1.66M | 0.32% | 102 |
|
|
2024
Q3 | $12.1M | Sell |
54,650
-2,516
| -4% | -$556K | 0.27% | 116 |
|
|
2024
Q2 | $9.89M | Buy |
57,166
+499
| +0.9% | +$86.3K | 0.24% | 127 |
|
|
2024
Q1 | $10.8M | Buy |
56,667
+8,184
| +17% | +$1.56M | 0.25% | 121 |
|
|
2023
Q4 | $7.93M | Sell |
48,483
-2,226
| -4% | -$364K | 0.24% | 110 |
|
|
2023
Q3 | $7.11M | Buy |
50,709
+405
| +0.8% | +$56.8K | 0.24% | 112 |
|
|
2023
Q2 | $6.73M | Buy |
50,304
+3,613
| +8% | +$483K | 0.22% | 122 |
|
|
2023
Q1 | $6.12M | Buy |
46,691
+12,250
| +36% | +$1.61M | 0.21% | 119 |
|
|
2022
Q4 | $4.85M | Buy |
34,441
+13,961
| +68% | +$1.97M | 0.17% | 136 |
|
|
2022
Q3 | $2.43M | Buy |
20,480
+14,984
| +273% | +$1.78M | 0.09% | 206 |
|
|
2022
Q2 | $776K | Buy |
5,496
+3,378
| +159% | +$477K | 0.03% | 306 |
|
|
2022
Q1 | $275K | Buy |
2,118
+12
| +0.6% | +$1.56K | 0.01% | 398 |
|
|
2021
Q4 | $281K | Sell |
2,106
-1,269
| -38% | -$169K | 0.01% | 413 |
|
|
2021
Q3 | $448K | Buy |
3,375
+1,025
| +44% | +$136K | 0.01% | 358 |
|
|
2021
Q2 | $329K | Buy |
+2,350
| New | +$329K | 0.01% | 400 |
|
|
2020
Q4 | – | Sell |
-3,332
| Closed | -$388K | – | 612 |
|
|
2020
Q3 | $388K | Buy |
+3,332
| New | +$388K | 0.02% | 455 |
|
|
2019
Q4 | – | Sell |
-3,865
| Closed | -$537K | – | 675 |
|
|
2019
Q3 | $537K | Buy |
3,865
+12
| +0.3% | +$1.67K | 0.01% | 450 |
|
|
2019
Q2 | $508K | Sell |
3,853
-3,520
| -48% | -$464K | 0.01% | 509 |
|
|
2019
Q1 | $995K | Buy |
7,373
+2,295
| +45% | +$310K | 0.03% | 419 |
|
|
2018
Q4 | $552K | Sell |
5,078
-1,665
| -25% | -$181K | 0.01% | 578 |
|
|
2018
Q3 | $975K | Sell |
6,743
-111
| -2% | -$16.1K | 0.02% | 476 |
|
|
2018
Q2 | $915K | Buy |
6,854
+1,107
| +19% | +$148K | 0.02% | 484 |
|
|
2018
Q1 | $843K | Sell |
5,747
-3,250
| -36% | -$477K | 0.02% | 508 |
|
|
2017
Q4 | $1.32M | Buy |
8,997
+14
| +0.2% | +$2.05K | 0.03% | 412 |
|
|
2017
Q3 | $1.25M | Buy |
8,983
+143
| +2% | +$19.8K | 0.03% | 372 |
|
|
2017
Q2 | $1.3M | Buy |
8,840
+1,306
| +17% | +$192K | 0.04% | 388 |
|
|
2017
Q1 | $1.25M | Sell |
7,534
-694
| -8% | -$116K | 0.05% | 246 |
|
|
2016
Q4 | $1.31M | Buy |
+8,228
| New | +$1.31M | 0.07% | 196 |
|
|
2015
Q4 | – | Sell |
-1,714
| Closed | -$238K | – | 449 |
|
|
2015
Q3 | $238K | Sell |
1,714
-74
| -4% | -$10.3K | 0.02% | 360 |
|
|
2015
Q2 | $278K | Buy |
1,788
+351
| +24% | +$54.6K | 0.02% | 357 |
|
|
2015
Q1 | $221K | Buy |
1,437
+40
| +3% | +$6.15K | 0.01% | 430 |
|
|
2014
Q4 | $214K | Sell |
1,397
-205
| -13% | -$31.4K | 0.01% | 379 |
|
|
2014
Q3 | $291K | Sell |
1,602
-195
| -11% | -$35.4K | 0.02% | 371 |
|
|
2014
Q2 | $312K | Sell |
1,797
-25
| -1% | -$4.34K | 0.02% | 362 |
|
|
2014
Q1 | $335K | Buy |
1,822
+30
| +2% | +$5.52K | 0.02% | 303 |
|
|
2013
Q4 | $321K | Sell |
1,792
-549
| -23% | -$98.3K | 0.02% | 282 |
|
|
2013
Q3 | $414K | Sell |
2,341
-6,847
| -75% | -$1.21M | 0.03% | 268 |
|
|
2013
Q2 | $1.68M | Buy |
+9,188
| New | +$1.68M | 0.13% | 179 |
|