Exeter Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Sell |
15,936
-620
| -4% | -$183K | 2.09% | 14 |
|
|
2025
Q1 | $4.12M | Sell |
16,556
-1,275
| -7% | -$317K | 1.85% | 21 |
|
|
2024
Q4 | $3.92M | Sell |
17,831
-133
| -0.7% | -$29.2K | 1.79% | 17 |
|
|
2024
Q3 | $3.97M | Sell |
17,964
-290
| -2% | -$64.1K | 1.76% | 17 |
|
|
2024
Q2 | $3.16M | Buy |
18,254
+128
| +0.7% | +$22.1K | 1.51% | 25 |
|
|
2024
Q1 | $3.41M | Sell |
18,126
-76
| -0.4% | -$14.3K | 1.57% | 21 |
|
|
2023
Q4 | $2.91M | Buy |
18,202
+516
| +3% | +$82.6K | 1.41% | 23 |
|
|
2023
Q3 | $2.48M | Buy |
17,686
+68
| +0.4% | +$9.54K | 1.31% | 28 |
|
|
2023
Q2 | $2.37M | Buy |
17,618
+76
| +0.4% | +$10.2K | 1.22% | 34 |
|
|
2023
Q1 | $2.3M | Sell |
17,542
-140
| -0.8% | -$18.3K | 1.15% | 34 |
|
|
2022
Q4 | $2.49M | Buy |
17,682
+128
| +0.7% | +$18K | 1.3% | 31 |
|
|
2022
Q3 | $2.09M | Buy |
17,554
+541
| +3% | +$64.3K | 1.21% | 32 |
|
|
2022
Q2 | $2.4M | Buy |
17,013
+226
| +1% | +$31.9K | 1.34% | 29 |
|
|
2022
Q1 | $2.18M | Buy |
16,787
+3,324
| +25% | +$432K | 1.18% | 35 |
|
|
2021
Q4 | $1.82M | Sell |
13,463
-648
| -5% | -$87.5K | 1% | 40 |
|
|
2021
Q3 | $1.87M | Buy |
14,111
+240
| +2% | +$31.9K | 1.12% | 34 |
|
|
2021
Q2 | $1.86M | Buy |
13,871
+566
| +4% | +$75.8K | 1.08% | 35 |
|
|
2021
Q1 | $1.7M | Buy |
13,305
+723
| +6% | +$92.1K | 1.07% | 35 |
|
|
2020
Q4 | $1.51M | Buy |
12,582
+119
| +1% | +$14.3K | 1.05% | 40 |
|
|
2020
Q3 | $1.45M | Buy |
12,463
+350
| +3% | +$40.7K | 1.13% | 34 |
|
|
2020
Q2 | $1.4M | Buy |
12,113
+7
| +0.1% | +$808 | 1.16% | 33 |
|
|
2020
Q1 | $1.28M | Buy |
12,106
+351
| +3% | +$37.2K | 1.21% | 33 |
|
|
2019
Q4 | $1.51M | Buy |
11,755
+257
| +2% | +$32.9K | 1.17% | 36 |
|
|
2019
Q3 | $1.6M | Sell |
11,498
-36
| -0.3% | -$5K | 1.27% | 35 |
|
|
2019
Q2 | $1.52M | Buy |
11,534
+45
| +0.4% | +$5.93K | 1.27% | 34 |
|
|
2019
Q1 | $1.55M | Sell |
11,489
-2,151
| -16% | -$290K | 1.34% | 28 |
|
|
2018
Q4 | $1.48M | Sell |
13,640
-2,409
| -15% | -$262K | 1.4% | 27 |
|
|
2018
Q3 | $2.32M | Buy |
16,049
+207
| +1% | +$29.9K | 1.91% | 19 |
|
|
2018
Q2 | $2.12M | Sell |
15,842
-729
| -4% | -$97.4K | 1.86% | 20 |
|
|
2018
Q1 | $2.43M | Buy |
16,571
+3,119
| +23% | +$458K | 2.09% | 17 |
|
|
2017
Q4 | $1.97M | Buy |
+13,452
| New | +$1.97M | 1.72% | 23 |
|