Gamble Jones Investment Counsel’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.28M | Hold |
16,204
| – | – | 0.17% | 76 |
|
|
2022
Q3 | $1.93M | Hold |
16,204
| – | – | 0.16% | 80 |
|
|
2022
Q2 | $2.29M | Buy |
16,204
+1,232
| +8% | +$166K | 0.17% | 78 |
|
|
2022
Q1 | $1.95M | Buy |
14,972
+30
| +0.2% | +$3.91K | 0.12% | 88 |
|
|
2021
Q4 | $2M | Sell |
14,942
-2,152
| -13% | -$270K | 0.12% | 90 |
|
|
2021
Q3 | $2.27M | Hold |
17,094
| – | – | 0.15% | 82 |
|
|
2021
Q2 | $2.4M | Hold |
17,094
| – | – | 0.16% | 84 |
|
|
2021
Q1 | $2.18M | Sell |
17,094
-1,832
| -10% | -$219K | 0.15% | 84 |
|
|
2020
Q4 | $2.28M | Hold |
18,926
| – | – | 0.16% | 84 |
|
|
2020
Q3 | $2.2M | Hold |
18,926
| – | – | 0.16% | 78 |
|
|
2020
Q2 | $2.19M | Hold |
18,926
| – | – | 0.17% | 76 |
|
|
2020
Q1 | $2.01M | Sell |
18,926
-492
| -3% | -$62.2K | 0.18% | 73 |
|
|
2019
Q4 | $2.49M | Sell |
19,418
-554
| -3% | -$72K | 0.19% | 78 |
|
|
2019
Q3 | $2.78M | Buy |
19,972
+103
| +0.5% | +$13.9K | 0.23% | 74 |
|
|
2019
Q2 | $2.62M | Sell |
19,869
-2,373
| -11% | -$312K | 0.22% | 74 |
|
|
2019
Q1 | $3M | Hold |
22,242
| – | – | 0.27% | 68 |
|
|
2018
Q4 | $2.42M | Hold |
22,242
| – | – | 0.24% | 75 |
|
|
2018
Q3 | $3.21M | Buy |
22,242
+666
| +3% | +$93.1K | 0.3% | 68 |
|
|
2018
Q2 | $2.88M | Sell |
21,576
-1,233
| -5% | -$172K | 0.29% | 73 |
|
|
2018
Q1 | $3.35M | Sell |
22,809
-2,413
| -10% | -$365K | 0.33% | 64 |
|
|
2017
Q4 | $3.7M | Sell |
25,222
-13,490
| -35% | -$1.96M | 0.35% | 57 |
|
|
2017
Q3 | $5.37M | Sell |
38,712
-404
| -1% | -$56.3K | 0.55% | 39 |
|
|
2017
Q2 | $5.75M | Sell |
39,116
-1,361
| -3% | -$205K | 0.6% | 37 |
|
|
2017
Q1 | $6.74M | Sell |
40,477
-576
| -1% | -$96.6K | 0.71% | 31 |
|
|
2016
Q4 | $6.51M | Sell |
41,053
-1,108
| -3% | -$169K | 0.72% | 31 |
|
|
2016
Q3 | $6.4M | Sell |
42,161
-1,939
| -4% | -$294K | 0.69% | 32 |
|
|
2016
Q2 | $6.4M | Sell |
44,100
-703
| -2% | -$101K | 0.7% | 33 |
|
|
2016
Q1 | $6.49M | Sell |
44,803
-121
| -0.3% | -$15.5K | 0.72% | 31 |
|
|
2015
Q4 | $5.91M | Sell |
44,924
-1,929
| -4% | -$259K | 0.65% | 38 |
|
|
2015
Q3 | $6.49M | Sell |
46,853
-6,104
| -12% | -$901K | 0.75% | 33 |
|
|
2015
Q2 | $8.23M | Sell |
52,957
-390
| -0.7% | -$62.7K | 0.86% | 27 |
|
|
2015
Q1 | $8.19M | Sell |
53,347
-1,616
| -3% | -$245K | 0.85% | 25 |
|
|
2014
Q4 | $8.43M | Sell |
54,963
-6,172
| -10% | -$982K | 0.87% | 24 |
|
|
2014
Q3 | $11.1M | Sell |
61,135
-5,796
| -9% | -$1.06M | 1.23% | 14 |
|
|
2014
Q2 | $11.6M | Sell |
66,931
-7,700
| -10% | -$1.39M | 1.3% | 14 |
|
|
2014
Q1 | $13.7M | Sell |
74,631
-1,350
| -2% | -$238K | 1.6% | 10 |
|
|
2013
Q4 | $13.6M | Buy |
75,981
+1,660
| +2% | +$286K | 1.6% | 10 |
|
|
2013
Q3 | $13.2M | Buy |
74,321
+2,541
| +4% | +$462K | 1.69% | 10 |
|
|
2013
Q2 | $13.1M | Buy |
+71,780
| New | +$14M | 1.73% | 8 |
|
Other funds holding IBM
AWA
Gamble Jones Investment Counsel's IBM Position: Q4 2022 in Review
Gamble Jones Investment Counsel held its IBM (IBM) position steady in Q4 2022 at 16,204 shares worth $2.28M. The position accounts for 0.17% of the portfolio, ranked #76.
Gamble Jones Investment Counsel first reported a position in IBM in Q2 2013 and has held it in 39 quarters since. The position peaked at $13.7M in Q1 2014. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.
- Gamble Jones Investment Counsel held 16,204 shares of IBM worth $2.28M as of Q4 2022.
- Gamble Jones Investment Counsel left its IBM share count unchanged in Q4 2022.
- IBM made up 0.17% of Gamble Jones Investment Counsel's portfolio in Q4 2022, its #76 holding.
- Gamble Jones Investment Counsel first reported a position in IBM in Q2 2013 and has held it in 39 quarters since.
- Gamble Jones Investment Counsel's IBM position peaked at $13.7M in Q1 2014.
- 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.
Based on Gamble Jones Investment Counsel's 13F filing for Q4 2022, filed 8 Feb 2023.