Fulton Breakefield Broenniman’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 | $868K | Buy |
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|
2025
Q2 | $769K | Sell |
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|
2025
Q1 | $655K | Sell |
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|
2024
Q4 | $583K | Buy |
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|
2024
Q3 | $586K | Buy |
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|
2024
Q2 | $458K | Sell |
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|
2024
Q1 | $508K | Sell |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $349K | Buy |
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|
2023
Q2 | $326K | Sell |
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|
2023
Q1 | $482K | Buy |
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|
2022
Q4 | $481K | Buy |
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|
2022
Q3 | $326K | Sell |
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|
2022
Q2 | $397K | Buy |
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|
2022
Q1 | $346K | Sell |
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|
2021
Q4 | $362K | Sell |
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|
2021
Q3 | $377K | Buy |
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|
2021
Q2 | $360K | Hold |
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|
2021
Q1 | $327K | Sell |
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|
2020
Q4 | $495K | Sell |
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|
2020
Q3 | $546K | Sell |
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|
2020
Q2 | $569K | Buy |
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|
2020
Q1 | $478K | Buy |
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|
2019
Q4 | $549K | Sell |
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|
2019
Q3 | $622K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $5.98M | Sell |
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|
2014
Q2 | $5.8M | Sell |
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|
2014
Q1 | $6.24M | Sell |
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|
2013
Q4 | $6.1M | Sell |
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|
2013
Q3 | $7.24M | Buy |
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|
2013
Q2 | $6.48M | Buy |
|