D. Scott Neal’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
2,462
+10
| +0.4% | +$2.95K | 0.36% | 27 |
|
|
2025
Q1 | $610K | Sell |
2,452
-9
| -0.4% | -$2.24K | 0.34% | 26 |
|
|
2024
Q4 | $541K | Sell |
2,461
-4
| -0.2% | -$879 | 0.3% | 30 |
|
|
2024
Q3 | $545K | Sell |
2,465
-3
| -0.1% | -$663 | 0.29% | 31 |
|
|
2024
Q2 | $427K | Sell |
2,468
-5
| -0.2% | -$865 | 0.24% | 41 |
|
|
2024
Q1 | $472K | Sell |
2,473
-8
| -0.3% | -$1.53K | 0.31% | 37 |
|
|
2023
Q4 | $406K | Sell |
2,481
-4
| -0.2% | -$654 | 0.36% | 37 |
|
|
2023
Q3 | $349K | Sell |
2,485
-3
| -0.1% | -$421 | 0.3% | 41 |
|
|
2023
Q2 | $333K | Sell |
2,488
-1
| -0% | -$134 | 0.25% | 45 |
|
|
2023
Q1 | $326K | Sell |
2,489
-5
| -0.2% | -$655 | 0.18% | 46 |
|
|
2022
Q4 | $351K | Sell |
2,494
-159
| -6% | -$22.4K | 0.17% | 41 |
|
|
2022
Q3 | $315K | Sell |
2,653
-2
| -0.1% | -$237 | 0.13% | 44 |
|
|
2022
Q2 | $375K | Sell |
2,655
-1,006
| -27% | -$142K | 0.16% | 42 |
|
|
2022
Q1 | $476K | Buy |
3,661
+888
| +32% | +$115K | 0.19% | 40 |
|
|
2021
Q4 | $371K | Sell |
2,773
-234
| -8% | -$31.3K | 0.14% | 46 |
|
|
2021
Q3 | $399K | Buy |
3,007
+67
| +2% | +$8.89K | 0.17% | 31 |
|
|
2021
Q2 | $412K | Sell |
2,940
-117
| -4% | -$16.4K | 0.19% | 30 |
|
|
2021
Q1 | $390K | Sell |
3,057
-99
| -3% | -$12.6K | 0.17% | 28 |
|
|
2020
Q4 | $380K | Buy |
3,156
+982
| +45% | +$118K | 0.19% | 25 |
|
|
2020
Q3 | $253K | Sell |
2,174
-73
| -3% | -$8.5K | 0.14% | 32 |
|
|
2020
Q2 | $259K | Sell |
2,247
-8
| -0.4% | -$922 | 0.16% | 30 |
|
|
2020
Q1 | $239K | Buy |
2,255
+159
| +8% | +$16.9K | 0.14% | 28 |
|
|
2019
Q4 | $269K | Sell |
2,096
-171
| -8% | -$21.9K | 0.13% | 36 |
|
|
2019
Q3 | $315K | Hold |
2,267
| – | – | 0.16% | 28 |
|
|
2019
Q2 | $299K | Sell |
2,267
-97
| -4% | -$12.8K | 0.16% | 23 |
|
|
2019
Q1 | $319K | Sell |
2,364
-46
| -2% | -$6.21K | 0.17% | 19 |
|
|
2018
Q4 | $262K | Buy |
2,410
+75
| +3% | +$8.15K | 0.14% | 22 |
|
|
2018
Q3 | $338K | Sell |
2,335
-91
| -4% | -$13.2K | 0.17% | 24 |
|
|
2018
Q2 | $324K | Sell |
2,426
-545
| -18% | -$72.8K | 0.18% | 28 |
|
|
2018
Q1 | $436K | Sell |
2,971
-78
| -3% | -$11.4K | 0.25% | 25 |
|
|
2017
Q4 | $447K | Sell |
3,049
-136
| -4% | -$19.9K | 0.27% | 29 |
|
|
2017
Q3 | $442K | Buy |
3,185
+132
| +4% | +$18.3K | 0.27% | 27 |
|
|
2017
Q2 | $449K | Sell |
3,053
-52
| -2% | -$7.65K | 0.31% | 28 |
|
|
2017
Q1 | $517K | Sell |
3,105
-16
| -0.5% | -$2.66K | 0.33% | 27 |
|
|
2016
Q4 | $495K | Buy |
3,121
+720
| +30% | +$114K | 0.35% | 23 |
|
|
2016
Q3 | $365K | Buy |
2,401
+545
| +29% | +$82.9K | 0.29% | 22 |
|
|
2016
Q2 | $269K | Sell |
1,856
-96
| -5% | -$13.9K | 0.24% | 26 |
|
|
2016
Q1 | $283K | Sell |
1,952
-4
| -0.2% | -$580 | 0.27% | 26 |
|
|
2015
Q4 | $257K | Sell |
1,956
-4
| -0.2% | -$526 | 0.2% | 28 |
|
|
2015
Q3 | $272K | Buy |
1,960
+42
| +2% | +$5.83K | 0.23% | 29 |
|
|
2015
Q2 | $298K | Sell |
1,918
-84
| -4% | -$13.1K | 0.2% | 33 |
|
|
2015
Q1 | $307K | Sell |
2,002
-34
| -2% | -$5.21K | 0.22% | 30 |
|
|
2014
Q4 | $312K | Buy |
2,036
+126
| +7% | +$19.3K | 0.22% | 30 |
|
|
2014
Q3 | $347K | Hold |
1,910
| – | – | 0.28% | 27 |
|
|
2014
Q2 | $331K | Sell |
1,910
-67
| -3% | -$11.6K | 0.26% | 28 |
|
|
2014
Q1 | $364K | Sell |
1,977
-84
| -4% | -$15.5K | 0.31% | 35 |
|
|
2013
Q4 | $370K | Buy |
+2,061
| New | +$370K | 0.33% | 28 |
|