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Doheny Asset Management’s IBM IBM Stock Holding History

Doheny Asset Management’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$786K Hold
2,665
– – 0.55% 41
2025
Q1 		$663K Buy
2,665
+80
+3% +$19.9K 0.52% 43
2024
Q4 		$568K Hold
2,585
– – 0.42% 44
2024
Q3 		$571K Hold
2,585
– – 0.39% 54
2024
Q2 		$447K Hold
2,585
– – 0.32% 55
2024
Q1 		$494K Sell
2,585
-518
-17% -$99K 0.41% 50
2023
Q4 		$507K Hold
3,103
– – 0.5% 50
2023
Q3 		$435K Hold
3,103
– – 0.42% 54
2023
Q2 		$415K Sell
3,103
-50
-2% -$6.69K 0.36% 55
2023
Q1 		$413K Buy
3,153
+20
+0.6% +$2.62K 0.37% 54
2022
Q4 		$441K Sell
3,133
-20
-0.6% -$2.82K 0.51% 52
2022
Q3 		$375K Buy
+3,153
New +$375K 0.38% 55
2022
Q1 		$410K Hold
3,153
– – 0.3% 62
2021
Q4 		$421K Sell
3,153
-150
-5% -$20K 0.3% 65
2021
Q3 		$459K Hold
3,303
– – 0.33% 63
2021
Q2 		$484K Hold
3,303
– – 0.31% 69
2021
Q1 		$440K Hold
3,303
– – 0.3% 73
2020
Q4 		$416K Hold
3,303
– – 0.29% 71
2020
Q3 		$402K Sell
3,303
-500
-13% -$60.9K 0.33% 68
2020
Q2 		$459K Hold
3,803
– – 0.43% 57
2020
Q1 		$510K Hold
3,803
– – 0.4% 61
2019
Q4 		$510K Sell
3,803
-1,018
-21% -$137K 0.4% 61
2019
Q3 		$701K Hold
4,821
– – 0.61% 53
2019
Q2 		$665K Hold
4,821
– – 0.56% 56
2019
Q1 		$680K Hold
4,821
– – 0.58% 50
2018
Q4 		$548K Sell
4,821
-1,300
-21% -$148K 0.4% 55
2018
Q3 		$926K Hold
6,121
– – 0.48% 52
2018
Q2 		$855K Sell
6,121
-1,230
-17% -$172K 0.46% 55
2018
Q1 		$1.13M Hold
7,351
– – 0.59% 50
2017
Q4 		$1.13M Buy
7,351
+1,032
+16% +$158K 0.53% 53
2017
Q3 		$917K Hold
6,319
– – 0.42% 59
2017
Q2 		$972K Sell
6,319
-100
-2% -$15.4K 0.46% 54
2017
Q1 		$1.12M Sell
6,419
-220
-3% -$38.3K 0.51% 46
2016
Q4 		$1.1M Buy
6,639
+215
+3% +$35.7K 0.53% 50
2016
Q3 		$1.02M Sell
6,424
-20
-0.3% -$3.18K 0.52% 48
2016
Q2 		$978K Hold
6,444
– – 0.49% 52
2016
Q1 		$976K Sell
6,444
-775
-11% -$117K 0.5% 53
2015
Q4 		$993K Sell
7,219
-24
-0.3% -$3.3K 0.49% 54
2015
Q3 		$1.05M Sell
7,243
-2,050
-22% -$297K 0.54% 51
2015
Q2 		$1.51M Buy
9,293
+1,239
+15% +$202K 0.68% 46
2015
Q1 		$1.29M Buy
8,054
+1,000
+14% +$161K 0.6% 50
2014
Q4 		$1.13M Buy
7,054
+980
+16% +$157K 0.54% 51
2014
Q3 		$1.15M Sell
6,074
-1,550
-20% -$294K 0.58% 50
2014
Q2 		$1.38M Sell
7,624
-540
-7% -$97.9K 0.65% 46
2014
Q1 		$1.57M Hold
8,164
– – 0.81% 43
2013
Q4 		$1.53M Buy
8,164
+446
+6% +$83.6K 0.81% 43
2013
Q3 		$1.43M Buy
7,718
+650
+9% +$120K 0.79% 47
2013
Q2 		$1.35M Buy
+7,068
New +$1.35M 0.77% 50