FCIM
Fairview Capital Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Hold |
2,174
| – | – | 0.03% | 108 |
|
|
2025
Q1 | $541K | Sell |
2,174
-324
| -13% | -$80.6K | 0.03% | 111 |
|
|
2024
Q4 | $549K | Buy |
2,498
+500
| +25% | +$110K | 0.03% | 109 |
|
|
2024
Q3 | $442K | Buy |
+1,998
| New | +$442K | 0.02% | 117 |
|
|
2024
Q2 | – | Sell |
-4,928
| Closed | -$941K | – | 153 |
|
|
2024
Q1 | $941K | Hold |
4,928
| – | – | 0.05% | 93 |
|
|
2023
Q4 | $806K | Hold |
4,928
| – | – | 0.05% | 91 |
|
|
2023
Q3 | $691K | Hold |
4,928
| – | – | 0.04% | 96 |
|
|
2023
Q2 | $659K | Hold |
4,928
| – | – | 0.04% | 95 |
|
|
2023
Q1 | $646K | Sell |
4,928
-8
| -0.2% | -$1.05K | 0.04% | 96 |
|
|
2022
Q4 | $695K | Hold |
4,936
| – | – | 0.05% | 94 |
|
|
2022
Q3 | $586K | Hold |
4,936
| – | – | 0.04% | 90 |
|
|
2022
Q2 | $696K | Buy |
+4,936
| New | +$696K | 0.05% | 89 |
|
|
2018
Q4 | – | Sell |
-1,417
| Closed | -$214K | – | 140 |
|
|
2018
Q3 | $214K | Buy |
+1,417
| New | +$214K | 0.01% | 138 |
|
|
2018
Q2 | – | Sell |
-1,419
| Closed | -$217K | – | 137 |
|
|
2018
Q1 | $217K | Hold |
1,419
| – | – | 0.01% | 120 |
|
|
2017
Q4 | $218K | Hold |
1,419
| – | – | 0.01% | 116 |
|
|
2017
Q3 | $206K | Hold |
1,419
| – | – | 0.01% | 113 |
|
|
2017
Q2 | $218K | Hold |
1,419
| – | – | 0.01% | 105 |
|
|
2017
Q1 | $247K | Hold |
1,419
| – | – | 0.02% | 86 |
|
|
2016
Q4 | $236K | Hold |
1,419
| – | – | 0.02% | 83 |
|
|
2016
Q3 | $225K | Hold |
1,419
| – | – | 0.02% | 78 |
|
|
2016
Q2 | $215K | Hold |
1,419
| – | – | 0.02% | 72 |
|
|
2016
Q1 | $215K | Buy |
+1,419
| New | +$215K | 0.02% | 72 |
|
|
2015
Q4 | – | Sell |
-1,419
| Closed | -$206K | – | 76 |
|
|
2015
Q3 | $206K | Sell |
1,419
-36
| -2% | -$5.23K | 0.02% | 68 |
|
|
2015
Q2 | $237K | Sell |
1,455
-164
| -10% | -$26.7K | 0.02% | 68 |
|
|
2015
Q1 | $260K | Sell |
1,619
-4,861
| -75% | -$781K | 0.02% | 65 |
|
|
2014
Q4 | $1.04M | Sell |
6,480
-269
| -4% | -$43.2K | 0.08% | 57 |
|
|
2014
Q3 | $1.28M | Sell |
6,749
-180
| -3% | -$34.2K | 0.1% | 48 |
|
|
2014
Q2 | $1.26M | Sell |
6,929
-519
| -7% | -$94.1K | 0.1% | 50 |
|
|
2014
Q1 | $1.43M | Sell |
7,448
-815
| -10% | -$157K | 0.12% | 45 |
|
|
2013
Q4 | $1.55M | Buy |
8,263
+22
| +0.3% | +$4.13K | 0.14% | 45 |
|
|
2013
Q3 | $1.53M | Sell |
8,241
-58
| -0.7% | -$10.7K | 0.15% | 42 |
|
|
2013
Q2 | $1.59M | Buy |
+8,299
| New | +$1.59M | 0.16% | 41 |
|