Empirical Finance’s IBM IBM Stock Holding History

Empirical Finance’s Portfolio IBM Stock Details IBM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.27M	Buy	31,461 +203	+0.6%	+$59.8K	0.49%	36
2025 Q1	$7.77M	Buy	31,258 +404	+1%	+$100K	0.47%	38
2024 Q4	$6.78M	Sell	30,854 -386	-1%	-$84.9K	0.39%	44
2024 Q3	$6.91M	Buy	31,240 +566	+2%	+$125K	0.4%	45
2024 Q2	$5.31M	Sell	30,674 -2,018	-6%	-$349K	0.33%	58
2024 Q1	$6.24M	Buy	32,692 +1,113	+4%	+$213K	0.38%	52
2023 Q4	$5.16M	Sell	31,579 -50	-0.2%	-$8.18K	0.36%	56
2023 Q3	$4.44M	Buy	31,629 +3,509	+12%	+$492K	0.33%	60
2023 Q2	$3.76M	Buy	28,120 +3,062	+12%	+$410K	0.29%	69
2023 Q1	$3.28M	Buy	25,058 +1,276	+5%	+$167K	0.31%	70
2022 Q4	$3.35M	Buy	23,782 +1,956	+9%	+$276K	0.35%	61
2022 Q3	$2.59M	Buy	21,826 +3,606	+20%	+$428K	0.31%	65
2022 Q2	$2.57M	Buy	18,220 +986	+6%	+$139K	0.33%	60
2022 Q1	$2.24M	Buy	17,234 +1,895	+12%	+$246K	0.25%	77
2021 Q4	$2.05M	Buy	15,339 +4,104	+37%	+$548K	0.24%	75
2021 Q3	$1.56M	Buy	11,235 +646	+6%	+$89.8K	0.24%	86
2021 Q2	$1.55M	Buy	10,589 +1,539	+17%	+$226K	0.25%	79
2021 Q1	$1.14M	Hold	9,050	–	–	0.2%	125
2020 Q4	$1.14M	Buy	9,050 +1,609	+22%	+$203K	0.2%	125
2020 Q3	$905K	Buy	7,441 +1,593	+27%	+$194K	0.19%	135
2020 Q2	$706K	Buy	5,848 +734	+14%	+$88.6K	0.18%	123
2020 Q1	$567K	Buy	5,114 +1,830	+56%	+$203K	0.18%	119
2019 Q4	$440K	Buy	3,284 +1,221	+59%	+$164K	0.11%	148
2019 Q3	$300K	Sell	2,063 -10,977	-84%	-$1.6M	0.08%	136
2019 Q2	$1.8M	Buy	13,040 +83	+0.6%	+$11.4K	0.49%	37
2019 Q1	$1.83M	Buy	12,957 +493	+4%	+$69.6K	0.47%	38
2018 Q4	$1.42M	Buy	12,464 +10,736	+621%	+$1.22M	0.42%	45
2018 Q3	$261K	Buy	1,728 +195	+13%	+$29.5K	0.06%	130
2018 Q2	$214K	Sell	1,533 -11,424	-88%	-$1.59M	0.05%	130
2018 Q1	$1.83M	Buy	+12,957	New	+$1.83M	0.47%	38
2017 Q1	–	Sell	-459	Closed	-$77K	–	306
2016 Q4	$77K	Buy	+459	New	+$77K	0.05%	96