Donoghue Forlines’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 |
-9,021
| Closed | -$2.24M | – | 116 |
|
|
2025
Q1 | $2.24M | Buy |
9,021
+2,345
| +35% | +$583K | 0.71% | 45 |
|
|
2024
Q4 | $1.47M | Sell |
6,676
-11,938
| -64% | -$2.62M | 0.49% | 89 |
|
|
2024
Q3 | $4.12M | Buy |
18,614
+947
| +5% | +$209K | 1.17% | 11 |
|
|
2024
Q2 | $3.06M | Buy |
17,667
+876
| +5% | +$152K | 0.87% | 15 |
|
|
2024
Q1 | $3.21M | Buy |
16,791
+9,149
| +120% | +$1.75M | 0.91% | 16 |
|
|
2023
Q4 | $1.25M | Sell |
7,642
-1,733
| -18% | -$283K | 0.39% | 78 |
|
|
2023
Q3 | $1.32M | Buy |
9,375
+1,625
| +21% | +$228K | 0.47% | 48 |
|
|
2023
Q2 | $1.04M | Buy |
7,750
+1,203
| +18% | +$161K | 0.32% | 74 |
|
|
2023
Q1 | $858K | Sell |
6,547
-3,080
| -32% | -$404K | 0.31% | 93 |
|
|
2022
Q4 | $1.36M | Buy |
9,627
+2,158
| +29% | +$304K | 0.48% | 52 |
|
|
2022
Q3 | $887K | Sell |
7,469
-6,554
| -47% | -$778K | 0.32% | 45 |
|
|
2022
Q2 | $1.98M | Sell |
14,023
-8,509
| -38% | -$1.2M | 0.52% | 25 |
|
|
2022
Q1 | $2.93M | Buy |
22,532
+3,014
| +15% | +$392K | 0.63% | 26 |
|
|
2021
Q4 | $2.61M | Sell |
19,518
-22
| -0.1% | -$2.94K | 0.44% | 39 |
|
|
2021
Q3 | $2.6M | Buy |
19,540
+95
| +0.5% | +$12.6K | 0.5% | 40 |
|
|
2021
Q2 | $2.73M | Sell |
19,445
-1,892
| -9% | -$265K | 0.51% | 47 |
|
|
2021
Q1 | $2.72M | Buy |
21,337
+10,303
| +93% | +$1.31M | 0.53% | 38 |
|
|
2020
Q4 | $1.33M | Buy |
+11,034
| New | +$1.33M | 0.26% | 101 |
|
|
2018
Q4 | – | Sell |
-94,752
| Closed | -$13.7M | – | 85 |
|
|
2018
Q3 | $13.7M | Sell |
94,752
-22,035
| -19% | -$3.19M | 1.07% | 34 |
|
|
2018
Q2 | $15.6M | Sell |
116,787
-707
| -0.6% | -$94.4K | 1.29% | 40 |
|
|
2018
Q1 | $17.2M | Sell |
117,494
-3,096
| -3% | -$454K | 1.49% | 24 |
|
|
2017
Q4 | $17.7M | Buy |
120,590
+1,946
| +2% | +$285K | 1.34% | 40 |
|
|
2017
Q3 | $16.5M | Buy |
118,644
+9,925
| +9% | +$1.38M | 1.73% | 35 |
|
|
2017
Q2 | $16M | Buy |
+108,719
| New | +$16M | 1.81% | 29 |
|