Duncker Streett & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Hold |
8,119
| – | – | 0.44% | 61 |
|
|
2025
Q1 | $2.02M | Buy |
8,119
+20
| +0.2% | +$4.97K | 0.4% | 65 |
|
|
2024
Q4 | $1.78M | Sell |
8,099
-676
| -8% | -$149K | 0.33% | 75 |
|
|
2024
Q3 | $1.94M | Buy |
8,775
+83
| +1% | +$18.4K | 0.35% | 74 |
|
|
2024
Q2 | $1.5M | Hold |
8,692
| – | – | 0.29% | 86 |
|
|
2024
Q1 | $1.66M | Sell |
8,692
-200
| -2% | -$38.2K | 0.33% | 83 |
|
|
2023
Q4 | $1.45M | Sell |
8,892
-40
| -0.4% | -$6.54K | 0.31% | 84 |
|
|
2023
Q3 | $1.25M | Hold |
8,932
| – | – | 0.29% | 91 |
|
|
2023
Q2 | $1.2M | Sell |
8,932
-594
| -6% | -$79.5K | 0.27% | 94 |
|
|
2023
Q1 | $1.25M | Buy |
9,526
+88
| +0.9% | +$11.5K | 0.3% | 90 |
|
|
2022
Q4 | $1.33M | Hold |
9,438
| – | – | 0.32% | 85 |
|
|
2022
Q3 | $1.12M | Sell |
9,438
-73
| -0.8% | -$8.67K | 0.29% | 96 |
|
|
2022
Q2 | $1.34M | Hold |
9,511
| – | – | 0.32% | 89 |
|
|
2022
Q1 | $1.24M | Sell |
9,511
-987
| -9% | -$128K | 0.25% | 106 |
|
|
2021
Q4 | $1.4M | Sell |
10,498
-322
| -3% | -$43K | 0.24% | 107 |
|
|
2021
Q3 | $1.44M | Sell |
10,820
-300
| -3% | -$39.8K | 0.27% | 107 |
|
|
2021
Q2 | $1.56M | Sell |
11,120
-646
| -5% | -$90.5K | 0.29% | 104 |
|
|
2021
Q1 | $1.5M | Sell |
11,766
-3,550
| -23% | -$452K | 0.29% | 104 |
|
|
2020
Q4 | $1.84M | Sell |
15,316
-77
| -0.5% | -$9.27K | 0.36% | 88 |
|
|
2020
Q3 | $1.79M | Buy |
15,393
+640
| +4% | +$74.4K | 0.39% | 82 |
|
|
2020
Q2 | $1.7M | Sell |
14,753
-3,270
| -18% | -$377K | 0.41% | 82 |
|
|
2020
Q1 | $1.91M | Buy |
18,023
+267
| +2% | +$28.3K | 0.51% | 69 |
|
|
2019
Q4 | $2.28M | Sell |
17,756
-98
| -0.5% | -$12.6K | 0.48% | 70 |
|
|
2019
Q3 | $2.48M | Buy |
17,854
+420
| +2% | +$58.4K | 0.58% | 61 |
|
|
2019
Q2 | $2.3M | Sell |
17,434
-207
| -1% | -$27.3K | 0.52% | 63 |
|
|
2019
Q1 | $2.38M | Buy |
17,641
+3
| +0% | +$405 | 0.55% | 62 |
|
|
2018
Q4 | $1.92M | Sell |
17,638
-2,604
| -13% | -$283K | 0.51% | 62 |
|
|
2018
Q3 | $2.93M | Sell |
20,242
-130
| -0.6% | -$18.8K | 0.66% | 47 |
|
|
2018
Q2 | $2.72M | Buy |
20,372
+505
| +3% | +$67.4K | 0.67% | 42 |
|
|
2018
Q1 | $2.92M | Buy |
19,867
+171
| +0.9% | +$25.1K | 0.74% | 34 |
|
|
2017
Q4 | $2.89M | Sell |
19,696
-645
| -3% | -$94.6K | 0.74% | 31 |
|
|
2017
Q3 | $2.82M | Sell |
20,341
-999
| -5% | -$139K | 0.85% | 31 |
|
|
2017
Q2 | $3.14M | Sell |
21,340
-513
| -2% | -$75.4K | 0.98% | 23 |
|
|
2017
Q1 | $3.64M | Buy |
21,853
+1,323
| +6% | +$220K | 1.14% | 15 |
|
|
2016
Q4 | $3.26M | Hold |
20,530
| – | – | 1.08% | 18 |
|
|
2016
Q3 | $3.12M | Sell |
20,530
-3,818
| -16% | -$580K | 1.08% | 17 |
|
|
2016
Q2 | $3.53M | Buy |
24,348
+53
| +0.2% | +$7.69K | 1.26% | 12 |
|
|
2016
Q1 | $3.52M | Buy |
24,295
+52
| +0.2% | +$7.53K | 1.3% | 10 |
|
|
2015
Q4 | $3.19M | Sell |
24,243
-398
| -2% | -$52.4K | 1.2% | 16 |
|
|
2015
Q3 | $3.42M | Hold |
24,641
| – | – | 1.33% | 9 |
|
|
2015
Q2 | $3.83M | Sell |
24,641
-1,605
| -6% | -$250K | 1.34% | 9 |
|
|
2015
Q1 | $4.03M | Sell |
26,246
-523
| -2% | -$80.2K | 1.32% | 10 |
|
|
2014
Q4 | $4.11M | Sell |
26,769
-481
| -2% | -$73.8K | 1.35% | 8 |
|
|
2014
Q3 | $4.95M | Sell |
27,250
-272
| -1% | -$49.4K | 1.69% | 5 |
|
|
2014
Q2 | $4.77M | Buy |
27,522
+130
| +0.5% | +$22.5K | 1.54% | 6 |
|
|
2014
Q1 | $5.04M | Sell |
27,392
-214
| -0.8% | -$39.4K | 1.78% | 4 |
|
|
2013
Q4 | $4.95M | Sell |
27,606
-502
| -2% | -$90K | 1.78% | 5 |
|
|
2013
Q3 | $4.98M | Sell |
28,108
-2,103
| -7% | -$372K | 2.01% | 3 |
|
|
2013
Q2 | $5.52M | Buy |
+30,211
| New | +$5.52M | 2.11% | 2 |
|