Financial Sense Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $993K | Buy |
3,367
+14
| +0.4% | +$4.13K | 0.23% | 61 |
|
2025
Q1 | $834K | Sell |
3,353
-20,210
| -86% | -$5.03M | 0.23% | 63 |
|
2024
Q4 | $5.18M | Sell |
23,563
-332
| -1% | -$73K | 1.71% | 9 |
|
2024
Q3 | $5.28M | Sell |
23,895
-65
| -0.3% | -$14.4K | 1.43% | 16 |
|
2024
Q2 | $4.14M | Buy |
23,960
+9,633
| +67% | +$1.67M | 1.27% | 17 |
|
2024
Q1 | $2.74M | Sell |
14,327
-1,027
| -7% | -$196K | 0.9% | 29 |
|
2023
Q4 | $2.51M | Buy |
15,354
+1,673
| +12% | +$274K | 0.93% | 31 |
|
2023
Q3 | $1.92M | Buy |
13,681
+9,924
| +264% | +$1.39M | 0.82% | 32 |
|
2023
Q2 | $503K | Sell |
3,757
-74
| -2% | -$9.9K | 0.21% | 67 |
|
2023
Q1 | $502K | Sell |
3,831
-584
| -13% | -$76.6K | 0.22% | 69 |
|
2022
Q4 | $622K | Buy |
4,415
+26
| +0.6% | +$3.66K | 0.25% | 65 |
|
2022
Q3 | $521K | Buy |
4,389
+31
| +0.7% | +$3.68K | 0.22% | 58 |
|
2022
Q2 | $615K | Buy |
+4,358
| New | +$615K | 0.22% | 67 |
|
2022
Q1 | – | Sell |
-5,273
| Closed | -$705K | – | 102 |
|
2021
Q4 | $705K | Sell |
5,273
-36,955
| -88% | -$4.94M | 0.24% | 66 |
|
2021
Q3 | $5.61M | Buy |
42,228
+2,907
| +7% | +$386K | 1.88% | 14 |
|
2021
Q2 | $5.51M | Buy |
39,321
+3,509
| +10% | +$492K | 1.74% | 17 |
|
2021
Q1 | $4.56M | Buy |
35,812
+3,019
| +9% | +$385K | 1.53% | 20 |
|
2020
Q4 | $3.95M | Sell |
32,793
-2,962
| -8% | -$356K | 1.43% | 18 |
|
2020
Q3 | $4.16M | Buy |
35,755
+926
| +3% | +$108K | 1.66% | 15 |
|
2020
Q2 | $4.02M | Sell |
34,829
-901
| -3% | -$104K | 1.44% | 12 |
|
2020
Q1 | $3.79M | Buy |
35,730
+7,297
| +26% | +$774K | 1.7% | 15 |
|
2019
Q4 | $3.64M | Buy |
28,433
+4,231
| +17% | +$542K | 1.34% | 17 |
|
2019
Q3 | $3.37M | Buy |
24,202
+4,743
| +24% | +$659K | 1.63% | 12 |
|
2019
Q2 | $2.57M | Sell |
19,459
-2,736
| -12% | -$361K | 1.13% | 18 |
|
2019
Q1 | $2.99M | Buy |
22,195
+2,797
| +14% | +$377K | 1.32% | 17 |
|
2018
Q4 | $2.11M | Buy |
19,398
+7,038
| +57% | +$765K | 1.33% | 11 |
|
2018
Q3 | $1.79M | Buy |
12,360
+827
| +7% | +$120K | 0.75% | 26 |
|
2018
Q2 | $1.54M | Buy |
11,533
+2,991
| +35% | +$399K | 1.07% | 21 |
|
2018
Q1 | $1.25M | Buy |
8,542
+4,786
| +127% | +$702K | 0.61% | 28 |
|
2017
Q4 | $551K | Buy |
+3,756
| New | +$551K | 0.25% | 43 |
|