FRM
Foundation Resource Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Hold |
1,399
| – | – | 0.06% | 48 |
|
|
2025
Q1 | $348K | Hold |
1,399
| – | – | 0.05% | 47 |
|
|
2024
Q4 | $308K | Hold |
1,399
| – | – | 0.05% | 49 |
|
|
2024
Q3 | $309K | Hold |
1,399
| – | – | 0.05% | 48 |
|
|
2024
Q2 | $242K | Hold |
1,399
| – | – | 0.04% | 50 |
|
|
2024
Q1 | $267K | Hold |
1,399
| – | – | 0.04% | 50 |
|
|
2023
Q4 | $229K | Sell |
1,399
-50
| -3% | -$8.18K | 0.04% | 50 |
|
|
2023
Q3 | $203K | Buy |
+1,449
| New | +$203K | 0.03% | 51 |
|
|
2023
Q1 | – | Sell |
-1,449
| Closed | -$204K | – | 53 |
|
|
2022
Q4 | $204K | Buy |
+1,449
| New | +$204K | 0.03% | 52 |
|
|
2022
Q3 | – | Sell |
-1,449
| Closed | -$205K | – | 52 |
|
|
2022
Q2 | $205K | Buy |
+1,449
| New | +$205K | 0.04% | 51 |
|
|
2022
Q1 | – | Sell |
-1,524
| Closed | -$204K | – | 53 |
|
|
2021
Q4 | $204K | Hold |
1,524
| – | – | 0.04% | 50 |
|
|
2021
Q3 | $212K | Hold |
1,524
| – | – | 0.05% | 49 |
|
|
2021
Q2 | $223K | Hold |
1,524
| – | – | 0.05% | 48 |
|
|
2021
Q1 | $203K | Buy |
+1,524
| New | +$203K | 0.05% | 49 |
|
|
2020
Q1 | – | Sell |
-1,568
| Closed | -$210K | – | 54 |
|
|
2019
Q4 | $210K | Hold |
1,568
| – | – | 0.05% | 53 |
|
|
2019
Q3 | $228K | Sell |
1,568
-125
| -7% | -$18.2K | 0.05% | 54 |
|
|
2019
Q2 | $233K | Buy |
1,693
+75
| +5% | +$10.3K | 0.05% | 53 |
|
|
2019
Q1 | $228K | Buy |
+1,618
| New | +$228K | 0.05% | 55 |
|
|
2018
Q4 | – | Sell |
-1,795
| Closed | -$271K | – | 57 |
|
|
2018
Q3 | $271K | Hold |
1,795
| – | – | 0.05% | 53 |
|
|
2018
Q2 | $251K | Hold |
1,795
| – | – | 0.05% | 53 |
|
|
2018
Q1 | $275K | Hold |
1,795
| – | – | 0.06% | 54 |
|
|
2017
Q4 | $275K | Hold |
1,795
| – | – | 0.05% | 57 |
|
|
2017
Q3 | $260K | Sell |
1,795
-382
| -18% | -$55.3K | 0.04% | 56 |
|
|
2017
Q2 | $335K | Hold |
2,177
| – | – | 0.06% | 53 |
|
|
2017
Q1 | $379K | Buy |
2,177
+50
| +2% | +$8.71K | 0.07% | 50 |
|
|
2016
Q4 | $353K | Hold |
2,127
| – | – | 0.06% | 53 |
|
|
2016
Q3 | $338K | Hold |
2,127
| – | – | 0.06% | 55 |
|
|
2016
Q2 | $323K | Hold |
2,127
| – | – | 0.06% | 53 |
|
|
2016
Q1 | $322K | Hold |
2,127
| – | – | 0.07% | 52 |
|
|
2015
Q4 | $293K | Sell |
2,127
-93
| -4% | -$12.8K | 0.06% | 53 |
|
|
2015
Q3 | $322K | Hold |
2,220
| – | – | 0.07% | 52 |
|
|
2015
Q2 | $361K | Hold |
2,220
| – | – | 0.07% | 53 |
|
|
2015
Q1 | $356K | Hold |
2,220
| – | – | 0.06% | 58 |
|
|
2014
Q4 | $356K | Sell |
2,220
-100
| -4% | -$16K | 0.05% | 61 |
|
|
2014
Q3 | $440K | Hold |
2,320
| – | – | 0.06% | 58 |
|
|
2014
Q2 | $421K | Hold |
2,320
| – | – | 0.05% | 59 |
|
|
2014
Q1 | $447K | Hold |
2,320
| – | – | 0.06% | 60 |
|
|
2013
Q4 | $435K | Sell |
2,320
-11
| -0.5% | -$2.06K | 0.05% | 59 |
|
|
2013
Q3 | $432K | Hold |
2,331
| – | – | 0.06% | 57 |
|
|
2013
Q2 | $445K | Buy |
+2,331
| New | +$445K | 0.06% | 60 |
|