FineMark National Bank & Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
10,246
+937
| +10% | +$276K | 0.1% | 136 |
|
|
2025
Q1 | $2.31M | Buy |
9,309
+40
| +0.4% | +$9.95K | 0.08% | 147 |
|
|
2024
Q4 | $2.04M | Buy |
9,269
+143
| +2% | +$31.4K | 0.07% | 149 |
|
|
2024
Q3 | $2.02M | Sell |
9,126
-801
| -8% | -$177K | 0.07% | 148 |
|
|
2024
Q2 | $1.72M | Sell |
9,927
-4
| -0% | -$692 | 0.06% | 151 |
|
|
2024
Q1 | $1.9M | Sell |
9,931
-147
| -1% | -$28.1K | 0.07% | 149 |
|
|
2023
Q4 | $1.65M | Buy |
10,078
+633
| +7% | +$104K | 0.07% | 160 |
|
|
2023
Q3 | $1.33M | Sell |
9,445
-322
| -3% | -$45.2K | 0.06% | 169 |
|
|
2023
Q2 | $1.31M | Sell |
9,767
-218
| -2% | -$29.2K | 0.05% | 176 |
|
|
2023
Q1 | $1.31M | Buy |
9,985
+332
| +3% | +$43.5K | 0.06% | 170 |
|
|
2022
Q4 | $1.36M | Sell |
9,653
-800
| -8% | -$113K | 0.06% | 165 |
|
|
2022
Q3 | $1.24M | Sell |
10,453
-492
| -4% | -$58.5K | 0.06% | 168 |
|
|
2022
Q2 | $1.55M | Sell |
10,945
-258
| -2% | -$36.4K | 0.07% | 168 |
|
|
2022
Q1 | $1.46M | Sell |
11,203
-205
| -2% | -$26.7K | 0.06% | 183 |
|
|
2021
Q4 | $1.53M | Sell |
11,408
-4,130
| -27% | -$552K | 0.06% | 177 |
|
|
2021
Q3 | $2.06M | Buy |
15,538
+1,479
| +11% | +$196K | 0.09% | 142 |
|
|
2021
Q2 | $1.97M | Buy |
14,059
+146
| +1% | +$20.5K | 0.08% | 149 |
|
|
2021
Q1 | $1.77M | Sell |
13,913
-814
| -6% | -$104K | 0.07% | 158 |
|
|
2020
Q4 | $1.77M | Buy |
14,727
+377
| +3% | +$45.4K | 0.08% | 141 |
|
|
2020
Q3 | $1.67M | Buy |
14,350
+241
| +2% | +$28K | 0.08% | 143 |
|
|
2020
Q2 | $1.63M | Sell |
14,109
-1,784
| -11% | -$206K | 0.09% | 128 |
|
|
2020
Q1 | $1.69M | Sell |
15,893
-815
| -5% | -$86.4K | 0.11% | 125 |
|
|
2019
Q4 | $2.14M | Buy |
16,708
+1,383
| +9% | +$177K | 0.11% | 119 |
|
|
2019
Q3 | $2.13M | Sell |
15,325
-118
| -0.8% | -$16.4K | 0.11% | 119 |
|
|
2019
Q2 | $2.04M | Buy |
15,443
+2,816
| +22% | +$371K | 0.11% | 120 |
|
|
2019
Q1 | $1.7M | Sell |
12,627
-1,271
| -9% | -$171K | 0.1% | 125 |
|
|
2018
Q4 | $1.51M | Buy |
13,898
+1,972
| +17% | +$214K | 0.1% | 130 |
|
|
2018
Q3 | $1.72M | Sell |
11,926
-21,979
| -65% | -$3.18M | 0.11% | 123 |
|
|
2018
Q2 | $4.53M | Buy |
33,905
+2,394
| +8% | +$320K | 0.27% | 84 |
|
|
2018
Q1 | $4.62M | Buy |
31,511
+3,351
| +12% | +$492K | 0.29% | 79 |
|
|
2017
Q4 | $4.13M | Buy |
28,160
+1,130
| +4% | +$166K | 0.26% | 89 |
|
|
2017
Q3 | $3.75M | Buy |
27,030
+1,418
| +6% | +$197K | 0.25% | 93 |
|
|
2017
Q2 | $3.77M | Sell |
25,612
-1,360
| -5% | -$200K | 0.27% | 85 |
|
|
2017
Q1 | $4.49M | Buy |
26,972
+1,595
| +6% | +$266K | 0.33% | 83 |
|
|
2016
Q4 | $4.03M | Buy |
25,377
+3,654
| +17% | +$580K | 0.32% | 78 |
|
|
2016
Q3 | $3.3M | Sell |
21,723
-1,166
| -5% | -$177K | 0.35% | 86 |
|
|
2016
Q2 | $3.32M | Sell |
22,889
-1,094
| -5% | -$159K | 0.37% | 77 |
|
|
2016
Q1 | $3.47M | Buy |
23,983
+2,463
| +11% | +$357K | 0.41% | 68 |
|
|
2015
Q4 | $2.83M | Sell |
21,520
-682
| -3% | -$89.8K | 0.34% | 80 |
|
|
2015
Q3 | $3.08M | Buy |
22,202
+1,092
| +5% | +$151K | 0.42% | 69 |
|
|
2015
Q2 | $3.28M | Buy |
21,110
+914
| +5% | +$142K | 0.43% | 67 |
|
|
2015
Q1 | $3.1M | Sell |
20,196
-2,775
| -12% | -$426K | 0.42% | 67 |
|
|
2014
Q4 | $3.52M | Sell |
22,971
-760
| -3% | -$117K | 0.52% | 52 |
|
|
2014
Q3 | $4.31M | Sell |
23,731
-1,620
| -6% | -$294K | 0.69% | 36 |
|
|
2014
Q2 | $4.39M | Buy |
25,351
+3,594
| +17% | +$623K | 0.74% | 32 |
|
|
2014
Q1 | $4M | Sell |
21,757
-2,262
| -9% | -$416K | 0.75% | 31 |
|
|
2013
Q4 | $4.31M | Sell |
24,019
-944
| -4% | -$169K | 0.89% | 22 |
|
|
2013
Q3 | $4.42M | Buy |
24,963
+2,192
| +10% | +$388K | 1.1% | 16 |
|
|
2013
Q2 | $4.16M | Buy |
+22,771
| New | +$4.16M | 1.25% | 13 |
|