Ellenbecker Investment Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
2,259
+148
| +7% | +$43.6K | 0.11% | 58 |
|
|
2025
Q1 | $525K | Buy |
2,111
+53
| +3% | +$13.2K | 0.09% | 65 |
|
|
2024
Q4 | $453K | Buy |
2,058
+9
| +0.4% | +$1.98K | 0.08% | 70 |
|
|
2024
Q3 | $453K | Buy |
2,049
+46
| +2% | +$10.2K | 0.09% | 67 |
|
|
2024
Q2 | $346K | Sell |
2,003
-65
| -3% | -$11.2K | 0.07% | 84 |
|
|
2024
Q1 | $395K | Buy |
2,068
+317
| +18% | +$60.5K | 0.08% | 71 |
|
|
2023
Q4 | $286K | Buy |
1,751
+10
| +0.6% | +$1.63K | 0.07% | 79 |
|
|
2023
Q3 | $244K | Hold |
1,741
| – | – | 0.06% | 90 |
|
|
2023
Q2 | $233K | Sell |
1,741
-29
| -2% | -$3.88K | 0.06% | 89 |
|
|
2023
Q1 | $232K | Sell |
1,770
-74
| -4% | -$9.7K | 0.06% | 82 |
|
|
2022
Q4 | $259K | Sell |
1,844
-134
| -7% | -$18.8K | 0.08% | 77 |
|
|
2022
Q3 | $235K | Buy |
1,978
+290
| +17% | +$34.5K | 0.07% | 72 |
|
|
2022
Q2 | $238K | Buy |
+1,688
| New | +$238K | 0.07% | 73 |
|
|
2018
Q4 | – | Sell |
-1,420
| Closed | -$205K | – | 52 |
|
|
2018
Q3 | $205K | Buy |
+1,420
| New | +$205K | 0.15% | 49 |
|
|
2018
Q2 | – | Sell |
-1,507
| Closed | -$221K | – | 49 |
|
|
2018
Q1 | $221K | Sell |
1,507
-14
| -0.9% | -$2.05K | 0.18% | 45 |
|
|
2017
Q4 | $223K | Buy |
+1,521
| New | +$223K | 0.19% | 43 |
|