DIP
Davis Investment Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Buy |
2,218
+21
| +1% | +$6.12K | 0.23% | 83 |
|
|
2025
Q1 | $525K | Buy |
2,197
+11
| +0.5% | +$2.63K | 0.23% | 87 |
|
|
2024
Q4 | $481K | Buy |
2,186
+12
| +0.6% | +$2.64K | 0.2% | 76 |
|
|
2024
Q3 | $478K | Buy |
2,174
+14
| +0.6% | +$3.08K | 0.2% | 79 |
|
|
2024
Q2 | $394K | Buy |
2,160
+16
| +0.7% | +$2.92K | 0.16% | 85 |
|
|
2024
Q1 | $400K | Buy |
2,144
+13
| +0.6% | +$2.42K | 0.17% | 85 |
|
|
2023
Q4 | $343K | Buy |
2,131
+17
| +0.8% | +$2.73K | 0.17% | 84 |
|
|
2023
Q3 | $299K | Buy |
+2,114
| New | +$299K | 0.16% | 83 |
|