Dorchester Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.66M | Sell |
34,858
-11,910
| -25% | -$2.62M | 1.53% | 23 |
|
|
2024
Q3 | $10.3M | Buy |
46,768
+7,680
| +20% | +$1.7M | 1.89% | 18 |
|
|
2024
Q2 | $6.76M | Sell |
39,088
-6,910
| -15% | -$1.2M | 1.31% | 30 |
|
|
2024
Q1 | $8.78M | Sell |
45,998
-264
| -0.6% | -$50.4K | 1.58% | 24 |
|
|
2023
Q4 | $7.57M | Sell |
46,262
-575
| -1% | -$94K | 1.4% | 26 |
|
|
2023
Q3 | $6.57M | Sell |
46,837
-670
| -1% | -$94K | 1.33% | 27 |
|
|
2023
Q2 | $6.36M | Buy |
47,507
+1,313
| +3% | +$176K | 1.29% | 30 |
|
|
2023
Q1 | $6.06M | Buy |
46,194
+7,850
| +20% | +$1.03M | 1.25% | 31 |
|
|
2022
Q4 | $5.4M | Sell |
38,344
-7,280
| -16% | -$1.03M | 1.28% | 30 |
|
|
2022
Q3 | $5.42M | Buy |
45,624
+840
| +2% | +$99.8K | 1.2% | 31 |
|
|
2022
Q2 | $6.32M | Buy |
44,784
+600
| +1% | +$84.7K | 1.26% | 27 |
|
|
2022
Q1 | $7.18M | Buy |
44,184
+2,822
| +7% | +$459K | 1.15% | 30 |
|
|
2021
Q4 | $5.53M | Buy |
41,362
+514
| +1% | +$68.7K | 1.1% | 31 |
|
|
2021
Q3 | $5.43M | Buy |
40,848
+1,956
| +5% | +$260K | 1.34% | 29 |
|
|
2021
Q2 | $5.45M | Buy |
38,892
+759
| +2% | +$106K | 1.25% | 30 |
|
|
2021
Q1 | $4.86M | Buy |
38,133
+1,957
| +5% | +$249K | 1.21% | 28 |
|
|
2020
Q4 | $4.35M | Buy |
36,176
+989
| +3% | +$119K | 1.15% | 33 |
|
|
2020
Q3 | $4.09M | Buy |
35,187
+384
| +1% | +$44.7K | 1.27% | 32 |
|
|
2020
Q2 | $4.02M | Sell |
34,803
-323
| -0.9% | -$37.3K | 1.27% | 28 |
|
|
2020
Q1 | $3.73M | Sell |
35,126
-508
| -1% | -$53.9K | 1.38% | 27 |
|
|
2019
Q4 | $4.57M | Buy |
35,634
+141
| +0.4% | +$18.1K | 1.27% | 32 |
|
|
2019
Q3 | $4.93M | Sell |
35,493
-308
| -0.9% | -$42.8K | 1.45% | 28 |
|
|
2019
Q2 | $4.72M | Buy |
35,801
+5
| +0% | +$659 | 1.4% | 29 |
|
|
2019
Q1 | $4.83M | Buy |
35,796
+1,072
| +3% | +$145K | 1.47% | 26 |
|
|
2018
Q4 | $3.77M | Buy |
34,724
+745
| +2% | +$81K | 1.31% | 28 |
|
|
2018
Q3 | $4.91M | Buy |
33,979
+578
| +2% | +$83.6K | 1.53% | 24 |
|
|
2018
Q2 | $4.46M | Buy |
33,401
+157
| +0.5% | +$21K | 1.47% | 28 |
|
|
2018
Q1 | $4.88M | Buy |
33,244
+361
| +1% | +$52.9K | 1.64% | 24 |
|
|
2017
Q4 | $4.82M | Sell |
32,883
-115
| -0.3% | -$16.9K | 1.52% | 24 |
|
|
2017
Q3 | $4.58M | Buy |
32,998
+1,815
| +6% | +$252K | 1.47% | 26 |
|
|
2017
Q2 | $4.59M | Buy |
31,183
+1,752
| +6% | +$258K | 1.58% | 23 |
|
|
2017
Q1 | $4.9M | Sell |
29,431
-701
| -2% | -$117K | 1.71% | 20 |
|
|
2016
Q4 | $4.78M | Buy |
30,132
+1,501
| +5% | +$238K | 1.74% | 21 |
|
|
2016
Q3 | $4.35M | Buy |
28,631
+5
| +0% | +$759 | 1.62% | 23 |
|
|
2016
Q2 | $4.15M | Sell |
28,626
-141
| -0.5% | -$20.5K | 1.54% | 23 |
|
|
2016
Q1 | $4.17M | Buy |
28,767
+345
| +1% | +$50K | 1.58% | 23 |
|
|
2015
Q4 | $3.74M | Sell |
28,422
-5,716
| -17% | -$752K | 1.55% | 23 |
|
|
2015
Q3 | $6.31M | Sell |
34,138
-1,423
| -4% | -$263K | 2.33% | 14 |
|
|
2015
Q2 | $6.91M | Buy |
+35,561
| New | +$6.91M | 2.27% | 14 |
|