Fort Point Capital Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Buy |
2,706
+137
| +5% | +$40.4K | 0.06% | 157 |
|
|
2025
Q1 | $639K | Sell |
2,569
-917
| -26% | -$228K | 0.07% | 167 |
|
|
2024
Q4 | $766K | Sell |
3,486
-35
| -1% | -$7.7K | 0.08% | 148 |
|
|
2024
Q3 | $778K | Buy |
3,521
+66
| +2% | +$14.6K | 0.1% | 134 |
|
|
2024
Q2 | $598K | Sell |
3,455
-138
| -4% | -$23.9K | 0.08% | 173 |
|
|
2024
Q1 | $686K | Sell |
3,593
-54
| -1% | -$10.3K | 0.09% | 151 |
|
|
2023
Q4 | $596K | Buy |
3,647
+5
| +0.1% | +$818 | 0.08% | 144 |
|
|
2023
Q3 | $511K | Hold |
3,642
| – | – | 0.08% | 136 |
|
|
2023
Q2 | $487K | Buy |
3,642
+58
| +2% | +$7.76K | 0.07% | 149 |
|
|
2023
Q1 | $470K | Buy |
3,584
+834
| +30% | +$109K | 0.07% | 155 |
|
|
2022
Q4 | $387K | Hold |
2,750
| – | – | 0.06% | 170 |
|
|
2022
Q3 | $327K | Hold |
2,750
| – | – | 0.05% | 184 |
|
|
2022
Q2 | $388K | Buy |
2,750
+7
| +0.3% | +$988 | 0.06% | 174 |
|
|
2022
Q1 | $357K | Buy |
2,743
+25
| +0.9% | +$3.25K | 0.05% | 204 |
|
|
2021
Q4 | $363K | Sell |
2,718
-752
| -22% | -$100K | 0.05% | 199 |
|
|
2021
Q3 | $461K | Buy |
3,470
+645
| +23% | +$85.7K | 0.07% | 145 |
|
|
2021
Q2 | $396K | Hold |
2,825
| – | – | 0.07% | 111 |
|
|
2021
Q1 | $360K | Buy |
2,825
+837
| +42% | +$107K | 0.08% | 110 |
|
|
2020
Q4 | $239K | Buy |
+1,988
| New | +$239K | 0.05% | 120 |
|
|
2018
Q4 | – | Sell |
-2,048
| Closed | -$296K | – | 142 |
|
|
2018
Q3 | $296K | Sell |
2,048
-209
| -9% | -$30.2K | 0.09% | 107 |
|
|
2018
Q2 | $301K | Sell |
2,257
-1,403
| -38% | -$187K | 0.1% | 89 |
|
|
2018
Q1 | $537K | Buy |
3,660
+1,426
| +64% | +$209K | 0.2% | 74 |
|
|
2017
Q4 | $328K | Sell |
2,234
-837
| -27% | -$123K | 0.15% | 86 |
|
|
2017
Q3 | $426K | Buy |
+3,071
| New | +$426K | 0.2% | 80 |
|
|
2017
Q2 | – | Sell |
-1,328
| Closed | -$221K | – | 106 |
|
|
2017
Q1 | $221K | Sell |
1,328
-262
| -16% | -$43.6K | 0.11% | 92 |
|
|
2016
Q4 | $260K | Sell |
1,590
-1,102
| -41% | -$180K | 0.14% | 76 |
|
|
2016
Q3 | $409K | Buy |
2,692
+784
| +41% | +$119K | 0.19% | 83 |
|
|
2016
Q2 | $277K | Buy |
1,908
+446
| +31% | +$64.7K | 0.13% | 92 |
|
|
2016
Q1 | $212K | Buy |
+1,462
| New | +$212K | 0.11% | 98 |
|