Family Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Sell |
2,257
-76
| -3% | -$22.4K | 0.1% | 105 |
|
|
2025
Q1 | $580K | Buy |
+2,333
| New | +$580K | 0.09% | 104 |
|
|
2024
Q4 | – | Sell |
-2,190
| Closed | -$484K | – | 200 |
|
|
2024
Q3 | $484K | Buy |
2,190
+10
| +0.5% | +$2.21K | 0.08% | 111 |
|
|
2024
Q2 | $377K | Sell |
2,180
-15
| -0.7% | -$2.59K | 0.07% | 110 |
|
|
2024
Q1 | $419K | Buy |
2,195
+36
| +2% | +$6.88K | 0.08% | 110 |
|
|
2023
Q4 | $353K | Buy |
2,159
+10
| +0.5% | +$1.64K | 0.07% | 103 |
|
|
2023
Q3 | $302K | Hold |
2,149
| – | – | 0.07% | 99 |
|
|
2023
Q2 | $288K | Hold |
2,149
| – | – | 0.06% | 111 |
|
|
2023
Q1 | $282K | Hold |
2,149
| – | – | 0.06% | 96 |
|
|
2022
Q4 | $303K | Hold |
2,149
| – | – | 0.07% | 106 |
|
|
2022
Q3 | $255K | Hold |
2,149
| – | – | 0.07% | 112 |
|
|
2022
Q2 | $303K | Buy |
2,149
+174
| +9% | +$24.5K | 0.08% | 109 |
|
|
2022
Q1 | $257K | Buy |
1,975
+70
| +4% | +$9.11K | 0.07% | 139 |
|
|
2021
Q4 | $255K | Sell |
1,905
-88
| -4% | -$11.8K | 0.07% | 149 |
|
|
2021
Q3 | $265K | Hold |
1,993
| – | – | 0.07% | 137 |
|
|
2021
Q2 | $279K | Hold |
1,993
| – | – | 0.07% | 143 |
|
|
2021
Q1 | $254K | Sell |
1,993
-15
| -0.7% | -$1.91K | 0.08% | 124 |
|
|
2020
Q4 | $242K | Sell |
2,008
-6
| -0.3% | -$723 | 0.08% | 135 |
|
|
2020
Q3 | $234K | Sell |
2,014
-25,101
| -93% | -$2.92M | 0.1% | 103 |
|
|
2020
Q2 | $3.13M | Hold |
27,115
| – | – | 1.27% | 21 |
|
|
2020
Q1 | $2.88M | Hold |
27,115
| – | – | 1.44% | 18 |
|
|
2019
Q4 | $3.48M | Sell |
27,115
-367
| -1% | -$47K | 1.2% | 26 |
|
|
2019
Q3 | $3.82M | Sell |
27,482
-37
| -0.1% | -$5.14K | 1.42% | 19 |
|
|
2019
Q2 | $3.63M | Buy |
27,519
+1,977
| +8% | +$261K | 1.42% | 17 |
|
|
2019
Q1 | $3.45M | Sell |
25,542
-12,919
| -34% | -$1.74M | 1.49% | 16 |
|
|
2018
Q4 | $4.18M | Hold |
38,461
| – | – | 1.75% | 13 |
|
|
2018
Q3 | $5.56M | Hold |
38,461
| – | – | 3.25% | 7 |
|
|
2018
Q2 | $5.14M | Buy |
38,461
+2,056
| +6% | +$275K | 3.18% | 7 |
|
|
2018
Q1 | $5.34M | Hold |
36,405
| – | – | 4.02% | 5 |
|
|
2017
Q4 | $5.34M | Sell |
36,405
-78
| -0.2% | -$11.4K | 3.73% | 6 |
|
|
2017
Q3 | $5.06M | Sell |
36,483
-27
| -0.1% | -$3.75K | 3.47% | 6 |
|
|
2017
Q2 | $5.37M | Sell |
36,510
-523
| -1% | -$76.9K | 3.69% | 4 |
|
|
2017
Q1 | $6.17M | Buy |
37,033
+314
| +0.9% | +$52.3K | 4.24% | 6 |
|
|
2016
Q4 | $5.83M | Hold |
36,719
| – | – | 3.99% | 7 |
|
|
2016
Q3 | $5.58M | Hold |
36,719
| – | – | 3.15% | 9 |
|
|
2016
Q2 | $5.33M | Hold |
36,719
| – | – | 3.02% | 12 |
|
|
2016
Q1 | $5.32M | Hold |
36,719
| – | – | 3.45% | 15 |
|
|
2015
Q4 | $4.83M | Sell |
36,719
-2,239
| -6% | -$295K | 2.5% | 19 |
|
|
2015
Q3 | $5.4M | Hold |
38,958
| – | – | 2.38% | 18 |
|
|
2015
Q2 | $6.06M | Buy |
38,958
+2,187
| +6% | +$340K | 2.5% | 13 |
|
|
2015
Q1 | $5.64M | Hold |
36,771
| – | – | 2.6% | 12 |
|
|
2014
Q4 | $5.64M | Hold |
36,771
| – | – | 2.56% | 13 |
|
|
2014
Q3 | $6.67M | Hold |
36,771
| – | – | 3.04% | 5 |
|
|
2014
Q2 | $6.37M | Hold |
36,771
| – | – | 3.1% | 7 |
|
|
2014
Q1 | $6.77M | Sell |
36,771
-173
| -0.5% | -$31.8K | 3.52% | 3 |
|
|
2013
Q4 | $6.63M | Hold |
36,944
| – | – | 3.81% | 3 |
|
|
2013
Q3 | $6.54M | Sell |
36,944
-627
| -2% | -$111K | 4.23% | 1 |
|
|
2013
Q2 | $6.86M | Buy |
+37,571
| New | +$6.86M | 4.17% | 2 |
|