Financial Counselors Inc’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-62,860
| Closed | -$15.6M | – | 242 |
|
|
2025
Q1 | $15.6M | Sell |
62,860
-404
| -0.6% | -$100K | 0.24% | 103 |
|
|
2024
Q4 | $13.9M | Sell |
63,264
-1,006
| -2% | -$221K | 0.2% | 116 |
|
|
2024
Q3 | $14.2M | Sell |
64,270
-912
| -1% | -$202K | 0.21% | 115 |
|
|
2024
Q2 | $11.3M | Buy |
65,182
+3,760
| +6% | +$650K | 0.18% | 130 |
|
|
2024
Q1 | $11.7M | Sell |
61,422
-377
| -0.6% | -$72K | 0.2% | 128 |
|
|
2023
Q4 | $10.1M | Sell |
61,799
-93
| -0.2% | -$15.2K | 0.18% | 135 |
|
|
2023
Q3 | $8.68M | Sell |
61,892
-403
| -0.6% | -$56.5K | 0.17% | 138 |
|
|
2023
Q2 | $8.34M | Sell |
62,295
-2,499
| -4% | -$334K | 0.17% | 134 |
|
|
2023
Q1 | $8.49M | Sell |
64,794
-1,192
| -2% | -$156K | 0.18% | 136 |
|
|
2022
Q4 | $9.3M | Sell |
65,986
-578
| -0.9% | -$81.4K | 0.21% | 124 |
|
|
2022
Q3 | $7.91M | Buy |
66,564
+460
| +0.7% | +$54.6K | 0.19% | 130 |
|
|
2022
Q2 | $9.33M | Sell |
66,104
-339
| -0.5% | -$47.9K | 0.22% | 123 |
|
|
2022
Q1 | $8.64M | Sell |
66,443
-989
| -1% | -$129K | 0.18% | 138 |
|
|
2021
Q4 | $9.01M | Sell |
67,432
-8,693
| -11% | -$1.16M | 0.19% | 140 |
|
|
2021
Q3 | $10.1M | Sell |
76,125
-43,753
| -36% | -$5.81M | 0.22% | 124 |
|
|
2021
Q2 | $16.8M | Sell |
119,878
-373
| -0.3% | -$52.3K | 0.37% | 79 |
|
|
2021
Q1 | $15.3M | Buy |
120,251
+16,362
| +16% | +$2.08M | 0.36% | 84 |
|
|
2020
Q4 | $12.5M | Sell |
103,889
-4,154
| -4% | -$500K | 0.31% | 92 |
|
|
2020
Q3 | $12.6M | Sell |
108,043
-4,354
| -4% | -$506K | 0.37% | 80 |
|
|
2020
Q2 | $13M | Buy |
112,397
+13,846
| +14% | +$1.6M | 0.42% | 70 |
|
|
2020
Q1 | $10.5M | Buy |
98,551
+12,182
| +14% | +$1.29M | 0.46% | 69 |
|
|
2019
Q4 | $11.1M | Buy |
86,369
+5,801
| +7% | +$743K | 0.39% | 80 |
|
|
2019
Q3 | $11.2M | Sell |
80,568
-259
| -0.3% | -$36K | 0.44% | 75 |
|
|
2019
Q2 | $10.7M | Buy |
80,827
+9,258
| +13% | +$1.22M | 0.43% | 73 |
|
|
2019
Q1 | $9.65M | Buy |
71,569
+3,828
| +6% | +$516K | 0.41% | 80 |
|
|
2018
Q4 | $7.36M | Sell |
67,741
-3,819
| -5% | -$415K | 0.36% | 89 |
|
|
2018
Q3 | $10.3M | Buy |
71,560
+1,850
| +3% | +$267K | 0.45% | 69 |
|
|
2018
Q2 | $9.31M | Buy |
69,710
+5,526
| +9% | +$738K | 0.43% | 73 |
|
|
2018
Q1 | $9.42M | Buy |
64,184
+151
| +0.2% | +$22.2K | 0.45% | 71 |
|
|
2017
Q4 | $9.39M | Buy |
64,033
+3,615
| +6% | +$530K | 0.43% | 75 |
|
|
2017
Q3 | $8.38M | Buy |
60,418
+5,051
| +9% | +$701K | 0.41% | 80 |
|
|
2017
Q2 | $8.14M | Sell |
55,367
-7,385
| -12% | -$1.09M | 0.4% | 83 |
|
|
2017
Q1 | $10.4M | Buy |
62,752
+2,578
| +4% | +$429K | 0.53% | 58 |
|
|
2016
Q4 | $9.55M | Buy |
+60,174
| New | +$9.55M | 0.51% | 60 |
|
|
2016
Q2 | $8.76M | Sell |
60,344
-408
| -0.7% | -$59.2K | 0.52% | 58 |
|
|
2016
Q1 | $8.8M | Buy |
60,752
+5,868
| +11% | +$850K | 0.55% | 53 |
|
|
2015
Q4 | $7.22M | Sell |
54,884
-2,951
| -5% | -$388K | 0.47% | 66 |
|
|
2015
Q3 | $8.02M | Sell |
57,835
-599
| -1% | -$83K | 0.55% | 55 |
|
|
2015
Q2 | $9.09M | Sell |
58,434
-1,651
| -3% | -$257K | 0.58% | 47 |
|
|
2015
Q1 | $9.22M | Sell |
60,085
-19,222
| -24% | -$2.95M | 0.57% | 45 |
|
|
2014
Q4 | $12.2M | Buy |
79,307
+10,678
| +16% | +$1.64M | 0.77% | 25 |
|
|
2014
Q3 | $12.5M | Buy |
68,629
+380
| +0.6% | +$69K | 0.87% | 22 |
|
|
2014
Q2 | $11.8M | Sell |
68,249
-1,465
| -2% | -$254K | 0.82% | 24 |
|
|
2014
Q1 | $12.8M | Buy |
69,714
+1,130
| +2% | +$208K | 0.92% | 22 |
|
|
2013
Q4 | $12.3M | Buy |
68,584
+9,847
| +17% | +$1.77M | 0.92% | 23 |
|
|
2013
Q3 | $10.4M | Sell |
58,737
-431
| -0.7% | -$76.3K | 0.86% | 29 |
|
|
2013
Q2 | $10.8M | Buy |
+59,168
| New | +$10.8M | 0.9% | 28 |
|