Forte Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
8,653
-14
| -0.2% | -$3.61K | 0.27% | 71 |
|
|
2025
Q1 | $2.16M | Buy |
8,667
+119
| +1% | +$29.1K | 0.26% | 77 |
|
|
2024
Q4 | $1.88M | Buy |
8,548
+4
| +0% | +$891 | 0.21% | 81 |
|
|
2024
Q3 | $1.89M | Buy |
8,544
+397
| +5% | +$77.8K | 0.21% | 89 |
|
|
2024
Q2 | $1.41M | Sell |
8,147
-272
| -3% | -$47.3K | 0.17% | 95 |
|
|
2024
Q1 | $1.61M | Buy |
8,419
+3
| +0% | +$547 | 0.2% | 89 |
|
|
2023
Q4 | $1.38M | Sell |
8,416
-600
| -7% | -$90.7K | 0.19% | 92 |
|
|
2023
Q3 | $1.26M | Sell |
9,016
-100
| -1% | -$14.2K | 0.19% | 89 |
|
|
2023
Q2 | $1.22M | Hold |
9,116
| – | – | 0.18% | 93 |
|
|
2023
Q1 | $1.2M | Sell |
9,116
-307
| -3% | -$41.1K | 0.18% | 93 |
|
|
2022
Q4 | $1.33M | Buy |
9,423
+82
| +0.9% | +$11.3K | 0.23% | 86 |
|
|
2022
Q3 | $1.11M | Sell |
9,341
-35
| -0.4% | -$4.59K | 0.2% | 90 |
|
|
2022
Q2 | $1.32M | Sell |
9,376
-306
| -3% | -$41.3K | 0.23% | 85 |
|
|
2022
Q1 | $1.29M | Hold |
9,682
| – | – | 0.16% | 92 |
|
|
2021
Q4 | $1.29M | Sell |
9,682
-908
| -9% | -$114K | 0.16% | 92 |
|
|
2021
Q3 | $1.41M | Sell |
10,590
-1,181
| -10% | -$158K | 0.19% | 84 |
|
|
2021
Q2 | $1.65M | Sell |
11,771
-206
| -2% | -$28.2K | 0.22% | 73 |
|
|
2021
Q1 | $1.53M | Sell |
11,977
-114
| -0.9% | -$13.6K | 0.24% | 73 |
|
|
2020
Q4 | $1.46M | Buy |
12,091
+1,859
| +18% | +$215K | 0.22% | 71 |
|
|
2020
Q3 | $1.19M | Sell |
10,232
-1,476
| -13% | -$174K | 0.22% | 76 |
|
|
2020
Q2 | $1.35M | Sell |
11,708
-116
| -1% | -$13.5K | 0.28% | 62 |
|
|
2020
Q1 | $1.25M | Sell |
11,824
-426
| -3% | -$53.9K | 0.43% | 52 |
|
|
2019
Q4 | $1.57M | Sell |
12,250
-2,780
| -18% | -$361K | 0.44% | 51 |
|
|
2019
Q3 | $2.09M | Sell |
15,030
-2,035
| -12% | -$275K | 0.65% | 43 |
|
|
2019
Q2 | $2.25M | Sell |
17,065
-3,781
| -18% | -$497K | 0.72% | 40 |
|
|
2019
Q1 | $2.81M | Sell |
20,846
-99
| -0.5% | -$12.6K | 1.01% | 33 |
|
|
2018
Q4 | $2.28M | Buy |
20,945
+5,349
| +34% | +$642K | 0.95% | 33 |
|
|
2018
Q3 | $2.25M | Buy |
15,596
+4,912
| +46% | +$686K | 0.81% | 42 |
|
|
2018
Q2 | $1.43M | Sell |
10,684
-649
| -6% | -$90.5K | 0.56% | 53 |
|
|
2018
Q1 | $1.66M | Buy |
11,333
+677
| +6% | +$102K | 0.7% | 48 |
|
|
2017
Q4 | $1.56M | Sell |
10,656
-290
| -3% | -$42.2K | 0.47% | 55 |
|
|
2017
Q3 | $1.52M | Sell |
10,946
-1,150
| -10% | -$160K | 0.49% | 50 |
|
|
2017
Q2 | $1.78M | Sell |
12,096
-49
| -0.4% | -$7.39K | 0.59% | 48 |
|
|
2017
Q1 | $2.02M | Buy |
12,145
+547
| +5% | +$91.7K | 0.69% | 40 |
|
|
2016
Q4 | $1.84M | Buy |
11,598
+551
| +5% | +$83.9K | 0.69% | 41 |
|
|
2016
Q3 | $1.68M | Sell |
11,047
-1,159
| -9% | -$176K | 0.64% | 42 |
|
|
2016
Q2 | $1.77M | Hold |
12,206
| – | – | 0.68% | 44 |
|
|
2016
Q1 | $1.77M | Sell |
12,206
-1,261
| -9% | -$161K | 0.78% | 38 |
|
|
2015
Q4 | $1.77M | Hold |
13,467
| – | – | 0.73% | 39 |
|
|
2015
Q3 | $1.87M | Hold |
13,467
| – | – | 0.85% | 33 |
|
|
2015
Q2 | $2.09M | Buy |
13,467
+58
| +0.4% | +$9.32K | 0.89% | 31 |
|
|
2015
Q1 | $2.08M | Sell |
13,409
-10
| -0.1% | -$1.52K | 0.9% | 33 |
|
|
2014
Q4 | $2.06M | Hold |
13,419
| – | – | 0.89% | 33 |
|
|
2014
Q3 | $2.44M | Buy |
+13,419
| New | +$2.44M | 1.12% | 23 |
|
Other funds holding IBM
