GC
Gilbert & Cook’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $985K | Buy |
3,341
+158
| +5% | +$46.6K | 0.13% | 70 |
|
|
2025
Q1 | $791K | Sell |
3,183
-651
| -17% | -$162K | 0.11% | 86 |
|
|
2024
Q4 | $843K | Buy |
3,834
+225
| +6% | +$49.5K | 0.12% | 79 |
|
|
2024
Q3 | $798K | Sell |
3,609
-5
| -0.1% | -$1.11K | 0.11% | 84 |
|
|
2024
Q2 | $625K | Sell |
3,614
-253
| -7% | -$43.8K | 0.09% | 97 |
|
|
2024
Q1 | $738K | Sell |
3,867
-25
| -0.6% | -$4.77K | 0.1% | 92 |
|
|
2023
Q4 | $637K | Buy |
3,892
+101
| +3% | +$16.5K | 0.09% | 107 |
|
|
2023
Q3 | $532K | Buy |
3,791
+271
| +8% | +$38K | 0.08% | 110 |
|
|
2023
Q2 | $471K | Buy |
3,520
+207
| +6% | +$27.7K | 0.08% | 117 |
|
|
2023
Q1 | $434K | Buy |
3,313
+26
| +0.8% | +$3.41K | 0.07% | 120 |
|
|
2022
Q4 | $463K | Buy |
3,287
+42
| +1% | +$5.92K | 0.08% | 111 |
|
|
2022
Q3 | $444K | Buy |
3,245
+76
| +2% | +$10.4K | 0.1% | 114 |
|
|
2022
Q2 | $447K | Buy |
+3,169
| New | +$447K | 0.08% | 108 |
|
|
2021
Q4 | – | Sell |
-1,447
| Closed | -$201K | – | 212 |
|
|
2021
Q3 | $201K | Buy |
+1,447
| New | +$201K | 0.04% | 204 |
|
|
2021
Q1 | – | Sell |
-2,455
| Closed | -$310K | – | 205 |
|
|
2020
Q4 | $310K | Buy |
2,455
+145
| +6% | +$18.3K | 0.07% | 129 |
|
|
2020
Q3 | $281K | Buy |
2,310
+174
| +8% | +$21.2K | 0.07% | 117 |
|
|
2020
Q2 | $258K | Buy |
2,136
+64
| +3% | +$7.73K | 0.06% | 114 |
|
|
2020
Q1 | $230K | Buy |
2,072
+227
| +12% | +$25.2K | 0.07% | 103 |
|
|
2019
Q4 | $247K | Sell |
1,845
-217
| -11% | -$29.1K | 0.06% | 123 |
|
|
2019
Q3 | $300K | Buy |
2,062
+38
| +2% | +$5.53K | 0.08% | 85 |
|
|
2019
Q2 | $279K | Buy |
2,024
+24
| +1% | +$3.31K | 0.08% | 85 |
|
|
2019
Q1 | $282K | Buy |
2,000
+19
| +1% | +$2.68K | 0.09% | 84 |
|
|
2018
Q4 | $225K | Sell |
1,981
-127
| -6% | -$14.4K | 0.08% | 84 |
|
|
2018
Q3 | $319K | Buy |
2,108
+2
| +0.1% | +$303 | 0.1% | 71 |
|
|
2018
Q2 | $294K | Buy |
2,106
+42
| +2% | +$5.86K | 0.1% | 68 |
|
|
2018
Q1 | $317K | Sell |
2,064
-50
| -2% | -$7.68K | 0.11% | 58 |
|
|
2017
Q4 | $324K | Sell |
2,114
-92
| -4% | -$14.1K | 0.11% | 51 |
|
|
2017
Q3 | $320K | Sell |
2,206
-472
| -18% | -$68.5K | 0.12% | 50 |
|
|
2017
Q2 | $412K | Buy |
2,678
+527
| +25% | +$81.1K | 0.15% | 62 |
|
|
2017
Q1 | $375K | Buy |
2,151
+12
| +0.6% | +$2.09K | 0.15% | 46 |
|
|
2016
Q4 | $355K | Buy |
+2,139
| New | +$355K | 0.16% | 47 |
|