Foundation Resource Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $395K | Hold |
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|
2025
Q2 | $412K | Hold |
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|
2025
Q1 | $348K | Hold |
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|
2024
Q4 | $308K | Hold |
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|
2024
Q3 | $309K | Hold |
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|
2024
Q2 | $242K | Hold |
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|
2024
Q1 | $267K | Hold |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $203K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $204K | Sell |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Hold |
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|
2019
Q3 | $228K | Sell |
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|
2019
Q2 | $233K | Buy |
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|
2019
Q1 | $228K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $271K | Hold |
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|
2018
Q2 | $251K | Hold |
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|
2018
Q1 | $275K | Hold |
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|
2017
Q4 | $275K | Hold |
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|
2017
Q3 | $260K | Sell |
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|
2017
Q2 | $335K | Hold |
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|
2017
Q1 | $379K | Buy |
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|
2016
Q4 | $353K | Hold |
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|
2016
Q3 | $338K | Hold |
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|
2016
Q2 | $323K | Hold |
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|
2016
Q1 | $322K | Hold |
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|
2015
Q4 | $293K | Sell |
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|
2015
Q3 | $322K | Hold |
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|
2015
Q2 | $361K | Hold |
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|
2015
Q1 | $356K | Hold |
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|
2014
Q4 | $356K | Sell |
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|
2014
Q3 | $440K | Hold |
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|
2014
Q2 | $421K | Hold |
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|
2014
Q1 | $447K | Hold |
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|
2013
Q4 | $435K | Sell |
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|
2013
Q3 | $432K | Hold |
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|
2013
Q2 | $445K | Buy |
|