Douglass Winthrop Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Buy |
18,245
+50
| +0.3% | +$14.7K | 0.1% | 74 |
|
|
2025
Q1 | $4.52M | Sell |
18,195
-68
| -0.4% | -$16.9K | 0.09% | 76 |
|
|
2024
Q4 | $4.01M | Buy |
18,263
+414
| +2% | +$91K | 0.08% | 81 |
|
|
2024
Q3 | $3.95M | Hold |
17,849
| – | – | 0.08% | 82 |
|
|
2024
Q2 | $3.09M | Sell |
17,849
-755
| -4% | -$131K | 0.06% | 83 |
|
|
2024
Q1 | $3.55M | Sell |
18,604
-410
| -2% | -$78.3K | 0.07% | 83 |
|
|
2023
Q4 | $3.11M | Sell |
19,014
-81
| -0.4% | -$13.2K | 0.07% | 81 |
|
|
2023
Q3 | $2.68M | Sell |
19,095
-100
| -0.5% | -$14K | 0.07% | 86 |
|
|
2023
Q2 | $2.57M | Buy |
19,195
+1,150
| +6% | +$154K | 0.06% | 88 |
|
|
2023
Q1 | $2.37M | Sell |
18,045
-1,290
| -7% | -$169K | 0.06% | 88 |
|
|
2022
Q4 | $2.72M | Sell |
19,335
-228
| -1% | -$32.1K | 0.07% | 85 |
|
|
2022
Q3 | $2.32M | Sell |
19,563
-1,300
| -6% | -$154K | 0.07% | 89 |
|
|
2022
Q2 | $2.95M | Sell |
20,863
-417
| -2% | -$58.9K | 0.08% | 81 |
|
|
2022
Q1 | $2.77M | Sell |
21,280
-2,026
| -9% | -$263K | 0.07% | 90 |
|
|
2021
Q4 | $3.12M | Sell |
23,306
-1,214
| -5% | -$162K | 0.07% | 90 |
|
|
2021
Q3 | $3.26M | Buy |
24,520
+8,526
| +53% | +$1.13M | 0.08% | 86 |
|
|
2021
Q2 | $2.24M | Sell |
15,994
-177
| -1% | -$24.8K | 0.06% | 106 |
|
|
2021
Q1 | $2.06M | Sell |
16,171
-4,393
| -21% | -$560K | 0.06% | 106 |
|
|
2020
Q4 | $2.48M | Buy |
20,564
+1,182
| +6% | +$142K | 0.07% | 81 |
|
|
2020
Q3 | $2.26M | Sell |
19,382
-2,302
| -11% | -$268K | 0.07% | 80 |
|
|
2020
Q2 | $2.5M | Sell |
21,684
-3,347
| -13% | -$387K | 0.09% | 75 |
|
|
2020
Q1 | $2.66M | Sell |
25,031
-8,734
| -26% | -$926K | 0.12% | 67 |
|
|
2019
Q4 | $4.33M | Buy |
33,765
+356
| +1% | +$45.6K | 0.15% | 64 |
|
|
2019
Q3 | $4.65M | Sell |
33,409
-2,320
| -6% | -$323K | 0.18% | 58 |
|
|
2019
Q2 | $4.71M | Sell |
35,729
-1,363
| -4% | -$180K | 0.19% | 60 |
|
|
2019
Q1 | $5M | Sell |
37,092
-3,368
| -8% | -$454K | 0.22% | 59 |
|
|
2018
Q4 | $4.4M | Buy |
40,460
+313
| +0.8% | +$34K | 0.22% | 61 |
|
|
2018
Q3 | $5.8M | Sell |
40,147
-3,721
| -8% | -$538K | 0.26% | 59 |
|
|
2018
Q2 | $5.86M | Sell |
43,868
-3,593
| -8% | -$480K | 0.26% | 65 |
|
|
2018
Q1 | $6.96M | Sell |
47,461
-2,000
| -4% | -$293K | 0.34% | 55 |
|
|
2017
Q4 | $7.26M | Sell |
49,461
-7,753
| -14% | -$1.14M | 0.39% | 47 |
|
|
2017
Q3 | $7.94M | Sell |
57,214
-11,801
| -17% | -$1.64M | 0.46% | 45 |
|
|
2017
Q2 | $10.2M | Sell |
69,015
-8,217
| -11% | -$1.21M | 0.61% | 38 |
|
|
2017
Q1 | $12.9M | Buy |
77,232
+219
| +0.3% | +$36.5K | 0.8% | 35 |
|
|
2016
Q4 | $12.2M | Sell |
77,013
-1,569
| -2% | -$249K | 0.82% | 33 |
|
|
2016
Q3 | $11.9M | Sell |
78,582
-418
| -0.5% | -$63.5K | 0.82% | 34 |
|
|
2016
Q2 | $11.5M | Sell |
79,000
-3,595
| -4% | -$522K | 0.81% | 35 |
|
|
2016
Q1 | $12M | Sell |
82,595
-6,769
| -8% | -$980K | 0.86% | 36 |
|
|
2015
Q4 | $11.8M | Sell |
89,364
-1,562
| -2% | -$206K | 0.87% | 36 |
|
|
2015
Q3 | $12.6M | Sell |
90,926
-29,990
| -25% | -$4.16M | 0.99% | 36 |
|
|
2015
Q2 | $18.6M | Hold |
120,916
| – | – | 1.44% | 26 |
|
|
2015
Q1 | $18.6M | Buy |
120,916
+20,204
| +20% | +$3.1M | 1.44% | 26 |
|
|
2014
Q4 | $15.4M | Sell |
100,712
-104,487
| -51% | -$16M | 1.38% | 27 |
|
|
2014
Q3 | $37.2M | Buy |
205,199
+6,157
| +3% | +$1.12M | 3.43% | 4 |
|
|
2014
Q2 | $34.5M | Buy |
199,042
+3,456
| +2% | +$599K | 3.18% | 5 |
|
|
2014
Q1 | $36M | Buy |
195,586
+16,467
| +9% | +$3.03M | 3.55% | 4 |
|
|
2013
Q4 | $32.1M | Buy |
179,119
+19,294
| +12% | +$3.46M | 3.33% | 4 |
|
|
2013
Q3 | $28.3M | Buy |
159,825
+15,786
| +11% | +$2.79M | 3.28% | 4 |
|
|
2013
Q2 | $26.3M | Buy |
+144,039
| New | +$26.3M | 3.19% | 4 |
|