Edgemoor Investment 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 | $292K | Hold |
989
| – | – | 0.03% | 145 |
|
|
2025
Q1 | $246K | Hold |
989
| – | – | 0.02% | 145 |
|
|
2024
Q4 | $217K | Hold |
989
| – | – | 0.02% | 158 |
|
|
2024
Q3 | $219K | Buy |
+989
| New | +$219K | 0.02% | 161 |
|
|
2015
Q3 | – | Sell |
-1,306
| Closed | -$203K | – | 148 |
|
|
2015
Q2 | $203K | Hold |
1,306
| – | – | 0.03% | 137 |
|
|
2015
Q1 | $200K | Sell |
1,306
-314
| -19% | -$48.1K | 0.03% | 133 |
|
|
2014
Q4 | $249K | Sell |
1,620
-47,835
| -97% | -$7.35M | 0.04% | 123 |
|
|
2014
Q3 | $8.97M | Buy |
49,455
+20,200
| +69% | +$3.67M | 1.32% | 29 |
|
|
2014
Q2 | $5.07M | Buy |
29,255
+27,037
| +1,219% | +$4.69M | 0.75% | 48 |
|
|
2014
Q1 | $408K | Hold |
2,218
| – | – | 0.06% | 102 |
|
|
2013
Q4 | $398K | Buy |
2,218
+336
| +18% | +$60.3K | 0.06% | 107 |
|
|
2013
Q3 | $333K | Sell |
1,882
-41
| -2% | -$7.26K | 0.06% | 109 |
|
|
2013
Q2 | $351K | Buy |
+1,923
| New | +$351K | 0.06% | 115 |
|