Freedom Investment Management’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.78M Sell
9,416
-872
-8% -$257K 0.22% 77
2025
Q1
$2.56M Buy
10,288
+95
+0.9% +$23.6K 0.21% 79
2024
Q4
$2.24M Sell
10,193
-785
-7% -$173K 0.19% 86
2024
Q3
$2.43M Buy
10,978
+6,029
+122% +$1.33M 0.19% 86
2024
Q2
$856K Buy
4,949
+48
+1% +$8.3K 0.07% 279
2024
Q1
$936K Sell
4,901
-826
-14% -$158K 0.08% 265
2023
Q4
$937K Sell
5,727
-3,525
-38% -$577K 0.08% 269
2023
Q3
$1.3M Sell
9,252
-1,025
-10% -$144K 0.16% 147
2023
Q2
$1.38M Sell
10,277
-1,202
-10% -$161K 0.15% 161
2023
Q1
$1.5M Sell
11,479
-4,068
-26% -$533K 0.17% 161
2022
Q4
$2.19M Sell
15,547
-3,777
-20% -$532K 0.25% 96
2022
Q3
$2.3M Sell
19,324
-2,830
-13% -$336K 0.26% 89
2022
Q2
$3.13M Sell
22,154
-5,720
-21% -$808K 0.33% 68
2022
Q1
$3.62M Sell
27,874
-7,058
-20% -$918K 0.33% 71
2021
Q4
$4.67M Buy
34,932
+17
+0% +$2.27K 0.34% 57
2021
Q3
$4.64M Buy
34,915
+678
+2% +$90.1K 0.35% 48
2021
Q2
$4.8M Buy
34,237
+2,109
+7% +$296K 0.36% 49
2021
Q1
$4.09M Buy
32,128
+10,758
+50% +$1.37M 0.32% 69
2020
Q4
$2.57M Sell
21,370
-328
-2% -$39.5K 0.28% 77
2020
Q3
$2.52M Buy
21,698
+2,146
+11% +$250K 0.27% 78
2020
Q2
$2.26M Buy
19,552
+271
+1% +$31.3K 0.25% 85
2020
Q1
$2.83M Buy
19,281
+1,298
+7% +$190K 0.25% 89
2019
Q4
$2.3M Sell
17,983
-804
-4% -$103K 0.2% 107
2019
Q3
$2.61M Buy
18,787
+491
+3% +$68.3K 0.23% 89
2019
Q2
$2.41M Buy
18,296
+1,409
+8% +$186K 0.2% 105
2019
Q1
$2.28M Sell
16,887
-10,956
-39% -$1.48M 0.18% 117
2018
Q4
$3.03M Sell
27,843
-2,897
-9% -$315K 0.24% 68
2018
Q3
$4.28M Sell
30,740
-158
-0.5% -$22K 0.27% 52
2018
Q2
$4.13M Buy
30,898
+7,631
+33% +$1.02M 0.25% 56
2018
Q1
$3.41M Buy
23,267
+5,304
+30% +$778K 0.17% 87
2017
Q4
$2.64M Buy
17,963
+1,106
+7% +$162K 0.13% 108
2017
Q3
$2.34M Sell
16,857
-1,431
-8% -$198K 0.13% 115
2017
Q2
$2.69M Buy
18,288
+2,361
+15% +$347K 0.15% 81
2017
Q1
$2.65M Buy
15,927
+2,633
+20% +$438K 0.15% 82
2016
Q4
$2.11M Buy
13,294
+4,696
+55% +$745K 0.13% 89
2016
Q3
$1.31M Buy
8,598
+1,013
+13% +$154K 0.08% 172
2016
Q2
$1.1M Buy
7,585
+3,489
+85% +$506K 0.07% 198
2016
Q1
$593K Buy
4,096
+122
+3% +$17.7K 0.04% 344
2015
Q4
$523K Sell
3,974
-32,881
-89% -$4.33M 0.04% 391
2015
Q3
$1.61M Buy
36,855
+32,897
+831% +$1.44M 0.16% 85
2015
Q2
$616K Buy
3,958
+584
+17% +$90.9K 0.06% 282
2015
Q1
$518K Buy
+3,374
New +$518K 0.06% 294
2014
Q4
Sell
-2,083
Closed -$378K 602
2014
Q3
$378K Buy
2,083
+496
+31% +$90K 0.07% 283
2014
Q2
$275K Sell
1,587
-149
-9% -$25.8K 0.05% 361
2014
Q1
$320K Buy
1,736
+480
+38% +$88.5K 0.07% 278
2013
Q4
$225K Buy
1,256
+14
+1% +$2.51K 0.06% 356
2013
Q3
$220K Buy
1,242
+62
+5% +$11K 0.06% 301
2013
Q2
$216K Buy
+1,180
New +$216K 0.07% 256