Eldridge 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 | $766K | Hold |
2,597
| – | – | 0.16% | 87 |
|
|
2025
Q1 | $646K | Hold |
2,597
| – | – | 0.15% | 98 |
|
|
2024
Q4 | $571K | Hold |
2,597
| – | – | 0.13% | 103 |
|
|
2024
Q3 | $574K | Buy |
2,597
+367
| +16% | +$81.1K | 0.13% | 100 |
|
|
2024
Q2 | $386K | Buy |
2,230
+256
| +13% | +$44.3K | 0.1% | 113 |
|
|
2024
Q1 | $377K | Hold |
1,974
| – | – | 0.1% | 117 |
|
|
2023
Q4 | $323K | Hold |
1,974
| – | – | 0.08% | 120 |
|
|
2023
Q3 | $277K | Hold |
1,974
| – | – | 0.09% | 120 |
|
|
2023
Q2 | $264K | Sell |
1,974
-33
| -2% | -$4.41K | 0.09% | 119 |
|
|
2023
Q1 | $263K | Buy |
2,007
+1
| +0% | +$131 | 0.09% | 120 |
|
|
2022
Q4 | $283K | Hold |
2,006
| – | – | 0.1% | 110 |
|
|
2022
Q3 | $238K | Sell |
2,006
-1
| -0% | -$119 | 0.09% | 116 |
|
|
2022
Q2 | $283K | Hold |
2,007
| – | – | 0.11% | 108 |
|
|
2022
Q1 | $261K | Hold |
2,007
| – | – | 0.09% | 110 |
|
|
2021
Q4 | $268K | Sell |
2,007
-127
| -6% | -$17K | 0.09% | 112 |
|
|
2021
Q3 | $283K | Hold |
2,134
| – | – | 0.1% | 102 |
|
|
2021
Q2 | $299K | Hold |
2,134
| – | – | 0.11% | 94 |
|
|
2021
Q1 | $272K | Buy |
2,134
+157
| +8% | +$20K | 0.1% | 101 |
|
|
2020
Q4 | $238K | Hold |
1,977
| – | – | 0.1% | 97 |
|
|
2020
Q3 | $230K | Hold |
1,977
| – | – | 0.11% | 93 |
|
|
2020
Q2 | $228K | Hold |
1,977
| – | – | 0.11% | 91 |
|
|
2020
Q1 | $210K | Sell |
1,977
-628
| -24% | -$66.7K | 0.12% | 84 |
|
|
2019
Q4 | $334K | Buy |
2,605
+79
| +3% | +$10.1K | 0.16% | 72 |
|
|
2019
Q3 | $351K | Buy |
2,526
+758
| +43% | +$105K | 0.18% | 65 |
|
|
2019
Q2 | $233K | Hold |
1,768
| – | – | 0.12% | 76 |
|
|
2019
Q1 | $238K | Buy |
+1,768
| New | +$238K | 0.13% | 75 |
|