DIM
Delta Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
5,319
+45
| +0.9% | +$13.3K | 0.3% | 64 |
|
|
2025
Q1 | $1.31M | Buy |
5,274
+2
| +0% | +$497 | 0.26% | 60 |
|
|
2024
Q4 | $1.16M | Sell |
5,272
-14
| -0.3% | -$3.08K | 0.23% | 70 |
|
|
2024
Q3 | $1.17M | Sell |
5,286
-236
| -4% | -$52.2K | 0.24% | 68 |
|
|
2024
Q2 | $955K | Buy |
5,522
+176
| +3% | +$30.4K | 0.21% | 70 |
|
|
2024
Q1 | $1.02M | Buy |
5,346
+156
| +3% | +$29.8K | 0.23% | 69 |
|
|
2023
Q4 | $849K | Buy |
5,190
+168
| +3% | +$27.5K | 0.21% | 67 |
|
|
2023
Q3 | $705K | Buy |
5,022
+254
| +5% | +$35.6K | 0.2% | 70 |
|
|
2023
Q2 | $638K | Hold |
4,768
| – | – | 0.17% | 75 |
|
|
2023
Q1 | $625K | Sell |
4,768
-244
| -5% | -$32K | 0.18% | 76 |
|
|
2022
Q4 | $706K | Buy |
5,012
+17
| +0.3% | +$2.4K | 0.23% | 68 |
|
|
2022
Q3 | $593K | Buy |
4,995
+4
| +0.1% | +$475 | 0.26% | 71 |
|
|
2022
Q2 | $705K | Hold |
4,991
| – | – | 0.32% | 60 |
|
|
2022
Q1 | $649K | Hold |
4,991
| – | – | 0.19% | 67 |
|
|
2021
Q4 | $667K | Hold |
4,991
| – | – | 0.19% | 86 |
|
|
2021
Q3 | $693K | Hold |
4,991
| – | – | 0.22% | 82 |
|
|
2021
Q2 | $732K | Hold |
4,991
| – | – | 0.22% | 81 |
|
|
2021
Q1 | $665K | Buy |
4,991
+8
| +0.2% | +$1.07K | 0.21% | 81 |
|
|
2020
Q4 | $627K | Hold |
4,983
| – | – | 0.2% | 89 |
|
|
2020
Q3 | $606K | Buy |
4,983
+233
| +5% | +$28.3K | 0.33% | 51 |
|
|
2020
Q2 | $573K | Hold |
4,750
| – | – | 0.24% | 73 |
|
|
2020
Q1 | $526K | Hold |
4,750
| – | – | 0.4% | 37 |
|
|
2019
Q4 | $636K | Buy |
+4,750
| New | +$636K | 0.23% | 67 |
|