Elgethun Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $364K | Buy |
1,235
+6
| +0.5% | +$1.77K | 0.07% | 99 |
|
2025
Q1 | $306K | Buy |
1,229
+7
| +0.6% | +$1.74K | 0.07% | 104 |
|
2024
Q4 | $269K | Buy |
1,222
+9
| +0.7% | +$1.98K | 0.07% | 104 |
|
2024
Q3 | $268K | Buy |
1,213
+9
| +0.7% | +$1.99K | 0.06% | 108 |
|
2024
Q2 | $208K | Buy |
1,204
+12
| +1% | +$2.08K | 0.05% | 117 |
|
2024
Q1 | $227K | Buy |
1,192
+10
| +0.8% | +$1.9K | 0.06% | 116 |
|
2023
Q4 | $193K | Buy |
1,182
+12
| +1% | +$1.96K | 0.05% | 116 |
|
2023
Q3 | $165K | Sell |
1,170
-163
| -12% | -$23K | 0.05% | 118 |
|
2023
Q2 | $178K | Buy |
+1,333
| New | +$178K | 0.05% | 119 |
|
2018
Q2 | – | Sell |
-9,172
| Closed | -$1.35M | – | 89 |
|
2018
Q1 | $1.35M | Sell |
9,172
-8,363
| -48% | -$1.23M | 0.94% | 39 |
|
2017
Q4 | $2.57M | Sell |
17,535
-4,037
| -19% | -$592K | 1.8% | 18 |
|
2017
Q3 | $2.99M | Sell |
21,572
-4,742
| -18% | -$658K | 2.2% | 12 |
|
2017
Q2 | $3.87M | Sell |
26,314
-1,751
| -6% | -$258K | 3.01% | 7 |
|
2017
Q1 | $4.67M | Buy |
28,065
+21
| +0.1% | +$3.5K | 3.75% | 4 |
|
2016
Q4 | $4.45M | Buy |
+28,044
| New | +$4.45M | 3.48% | 4 |
|