ECM
Evergreen Capital Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Buy |
12,604
+704
| +6% | +$208K | 0.11% | 188 |
|
|
2025
Q1 | $2.96M | Sell |
11,900
-203
| -2% | -$50.5K | 0.1% | 204 |
|
|
2024
Q4 | $2.66M | Sell |
12,103
-223
| -2% | -$49K | 0.09% | 217 |
|
|
2024
Q3 | $2.72M | Sell |
12,326
-361
| -3% | -$79.8K | 0.09% | 215 |
|
|
2024
Q2 | $2.19M | Buy |
12,687
+1,768
| +16% | +$306K | 0.08% | 227 |
|
|
2024
Q1 | $2.09M | Sell |
10,919
-716
| -6% | -$137K | 0.08% | 226 |
|
|
2023
Q4 | $1.9M | Sell |
11,635
-243
| -2% | -$39.7K | 0.08% | 229 |
|
|
2023
Q3 | $1.67M | Buy |
11,878
+152
| +1% | +$21.3K | 0.07% | 237 |
|
|
2023
Q2 | $1.57M | Buy |
11,726
+2,419
| +26% | +$324K | 0.07% | 235 |
|
|
2023
Q1 | $1.22M | Sell |
9,307
-2,402
| -21% | -$315K | 0.05% | 264 |
|
|
2022
Q4 | $1.65M | Buy |
11,709
+3,174
| +37% | +$447K | 0.08% | 229 |
|
|
2022
Q3 | $1.01M | Buy |
8,535
+2,428
| +40% | +$288K | 0.05% | 260 |
|
|
2022
Q2 | $863K | Sell |
6,107
-2,202
| -27% | -$311K | 0.04% | 266 |
|
|
2022
Q1 | $1.08M | Sell |
8,309
-1,118
| -12% | -$145K | 0.04% | 278 |
|
|
2021
Q4 | $1.26M | Sell |
9,427
-713
| -7% | -$95.3K | 0.05% | 258 |
|
|
2021
Q3 | $1.41M | Buy |
10,140
+1,674
| +20% | +$233K | 0.06% | 245 |
|
|
2021
Q2 | $1.24M | Buy |
8,466
+343
| +4% | +$50.3K | 0.06% | 250 |
|
|
2021
Q1 | $1.08M | Sell |
8,123
-8,763
| -52% | -$1.17M | 0.06% | 252 |
|
|
2020
Q4 | $2.13M | Sell |
16,886
-4,702
| -22% | -$592K | 0.12% | 166 |
|
|
2020
Q3 | $2.63M | Buy |
21,588
+501
| +2% | +$61K | 0.18% | 125 |
|
|
2020
Q2 | $2.55M | Buy |
21,087
+1,851
| +10% | +$224K | 0.19% | 118 |
|
|
2020
Q1 | $2.13M | Buy |
19,236
+7,569
| +65% | +$840K | 0.2% | 103 |
|
|
2019
Q4 | $1.56M | Buy |
11,667
+3,306
| +40% | +$443K | 0.13% | 143 |
|
|
2019
Q3 | $1.22M | Sell |
8,361
-656
| -7% | -$95.4K | 0.11% | 146 |
|
|
2019
Q2 | $1.24M | Buy |
9,017
+1,468
| +19% | +$202K | 0.12% | 139 |
|
|
2019
Q1 | $1.07M | Sell |
7,549
-156
| -2% | -$22K | 0.11% | 149 |
|
|
2018
Q4 | $876K | Sell |
7,705
-407
| -5% | -$46.3K | 0.09% | 161 |
|
|
2018
Q3 | $1.23M | Buy |
8,112
+192
| +2% | +$29K | 0.11% | 145 |
|
|
2018
Q2 | $1.11M | Sell |
7,920
-427
| -5% | -$59.6K | 0.1% | 142 |
|
|
2018
Q1 | $1.28M | Buy |
8,347
+618
| +8% | +$94.8K | 0.12% | 127 |
|
|
2017
Q4 | $1.19M | Buy |
+7,729
| New | +$1.19M | 0.12% | 126 |
|
|
2017
Q3 | – | Sell |
-4,937
| Closed | -$759K | – | 192 |
|
|
2017
Q2 | $759K | Buy |
4,937
+807
| +20% | +$124K | 0.12% | 92 |
|
|
2017
Q1 | $719K | Sell |
4,130
-496
| -11% | -$86.4K | 0.15% | 79 |
|
|
2016
Q4 | $768K | Buy |
4,626
+96
| +2% | +$15.9K | 0.15% | 84 |
|
|
2016
Q3 | $720K | Hold |
4,530
| – | – | 0.14% | 76 |
|
|
2016
Q2 | $688K | Hold |
4,530
| – | – | 0.15% | 71 |
|
|
2016
Q1 | $686K | Hold |
4,530
| – | – | 0.16% | 68 |
|
|
2015
Q4 | $623K | Sell |
4,530
-115
| -2% | -$15.8K | 0.15% | 71 |
|
|
2015
Q3 | $673K | Buy |
4,645
+170
| +4% | +$24.6K | 0.17% | 69 |
|
|
2015
Q2 | $728K | Sell |
4,475
-10
| -0.2% | -$1.63K | 0.18% | 71 |
|
|
2015
Q1 | $720K | Sell |
4,485
-415
| -8% | -$66.6K | 0.16% | 77 |
|
|
2014
Q4 | $930K | Hold |
4,900
| – | – | 0.18% | 78 |
|
|
2014
Q3 | $930K | Sell |
4,900
-21,239
| -81% | -$4.03M | 0.18% | 79 |
|
|
2014
Q2 | $4.74M | Buy |
26,139
+670
| +3% | +$121K | 0.93% | 36 |
|
|
2014
Q1 | $4.9M | Buy |
25,469
+10
| +0% | +$1.93K | 0.99% | 34 |
|
|
2013
Q4 | $4.78M | Buy |
25,459
+65
| +0.3% | +$12.2K | 0.87% | 41 |
|
|
2013
Q3 | $4.7M | Buy |
25,394
+85
| +0.3% | +$15.7K | 0.76% | 48 |
|
|
2013
Q2 | $4.84M | Buy |
+25,309
| New | +$4.84M | 0.74% | 49 |
|