Cutter & Co Brokerage’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,061
| Closed | -$1.01M | – | 78 |
|
|
2025
Q1 | $1.01M | Sell |
4,061
-186
| -4% | -$46.3K | 0.24% | 67 |
|
|
2024
Q4 | $934K | Sell |
4,247
-294
| -6% | -$64.6K | 0.23% | 66 |
|
|
2024
Q3 | $1M | Buy |
4,541
+170
| +4% | +$37.6K | 0.23% | 67 |
|
|
2024
Q2 | $756K | Sell |
4,371
-55
| -1% | -$9.51K | 0.18% | 73 |
|
|
2024
Q1 | $845K | Buy |
4,426
+6
| +0.1% | +$1.15K | 0.21% | 76 |
|
|
2023
Q4 | $723K | Buy |
4,420
+35
| +0.8% | +$5.72K | 0.2% | 78 |
|
|
2023
Q3 | $615K | Buy |
4,385
+7
| +0.2% | +$982 | 0.18% | 80 |
|
|
2023
Q2 | $586K | Buy |
4,378
+412
| +10% | +$55.1K | 0.17% | 83 |
|
|
2023
Q1 | $520K | Sell |
3,966
-134
| -3% | -$17.6K | 0.16% | 95 |
|
|
2022
Q4 | $578K | Sell |
4,100
-449
| -10% | -$63.3K | 0.2% | 86 |
|
|
2022
Q3 | $540K | Buy |
4,549
+154
| +4% | +$18.3K | 0.2% | 90 |
|
|
2022
Q2 | $621K | Buy |
4,395
+92
| +2% | +$13K | 0.21% | 93 |
|
|
2022
Q1 | $560K | Sell |
4,303
-32
| -0.7% | -$4.17K | 0.17% | 106 |
|
|
2021
Q4 | $579K | Sell |
4,335
-388
| -8% | -$51.8K | 0.16% | 119 |
|
|
2021
Q3 | $627K | Sell |
4,723
-529
| -10% | -$70.2K | 0.15% | 134 |
|
|
2021
Q2 | $736K | Sell |
5,252
-260
| -5% | -$36.4K | 0.17% | 119 |
|
|
2021
Q1 | $702K | Sell |
5,512
-166
| -3% | -$21.1K | 0.17% | 122 |
|
|
2020
Q4 | $683K | Buy |
5,678
+705
| +14% | +$84.8K | 0.18% | 120 |
|
|
2020
Q3 | $578K | Buy |
4,973
+65
| +1% | +$7.56K | 0.17% | 116 |
|
|
2020
Q2 | $567K | Buy |
4,908
+2,128
| +77% | +$246K | 0.18% | 112 |
|
|
2020
Q1 | $295K | Sell |
2,780
-566
| -17% | -$60.1K | 0.11% | 148 |
|
|
2019
Q4 | $429K | Buy |
3,346
+777
| +30% | +$99.6K | 0.15% | 133 |
|
|
2019
Q3 | $357K | Sell |
2,569
-248
| -9% | -$34.5K | 0.11% | 182 |
|
|
2019
Q2 | $371K | Buy |
2,817
+372
| +15% | +$49K | 0.12% | 188 |
|
|
2019
Q1 | $330K | Buy |
+2,445
| New | +$330K | 0.09% | 192 |
|
|
2018
Q4 | – | Sell |
-5,269
| Closed | -$762K | – | 278 |
|
|
2018
Q3 | $762K | Sell |
5,269
-256
| -5% | -$37K | 0.26% | 94 |
|
|
2018
Q2 | $738K | Hold |
5,525
| – | – | 0.28% | 94 |
|
|
2018
Q1 | $810K | Buy |
5,525
+481
| +10% | +$70.5K | 0.32% | 84 |
|
|
2017
Q4 | $740K | Buy |
+5,044
| New | +$740K | 0.3% | 80 |
|
|
2016
Q3 | – | Sell |
-1,525
| Closed | -$221K | – | 259 |
|
|
2016
Q2 | $221K | Sell |
1,525
-3,529
| -70% | -$511K | 0.09% | 183 |
|
|
2016
Q1 | $732K | Sell |
5,054
-102
| -2% | -$14.8K | 0.34% | 73 |
|
|
2015
Q4 | $678K | Sell |
5,156
-101
| -2% | -$13.3K | 0.32% | 82 |
|
|
2015
Q3 | $729K | Sell |
5,257
-180
| -3% | -$25K | 0.36% | 78 |
|
|
2015
Q2 | $846K | Buy |
5,437
+379
| +7% | +$59K | 0.34% | 87 |
|
|
2015
Q1 | $776K | Sell |
5,058
-1,174
| -19% | -$180K | 0.32% | 92 |
|
|
2014
Q4 | $956K | Sell |
6,232
-233
| -4% | -$35.7K | 0.36% | 82 |
|
|
2014
Q3 | $1.17M | Buy |
6,465
+1
| +0% | +$181 | 0.45% | 69 |
|
|
2014
Q2 | $1.12M | Sell |
6,464
-207
| -3% | -$35.9K | 0.41% | 75 |
|
|
2014
Q1 | $1.23M | Buy |
6,671
+943
| +16% | +$174K | 0.48% | 67 |
|
|
2013
Q4 | $1.03M | Buy |
5,728
+3,413
| +147% | +$612K | 0.48% | 66 |
|
|
2013
Q3 | $410K | Buy |
2,315
+100
| +5% | +$17.7K | 0.18% | 123 |
|
|
2013
Q2 | $405K | Buy |
+2,215
| New | +$405K | 0.19% | 122 |
|