Global Financial Private Client’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.55M | Buy |
10,515
+400
| +4% | +$108K | 0.83% | 30 |
|
|
2025
Q4 | $3M | Sell |
10,115
-304
| -3% | -$91K | 1.05% | 22 |
|
|
2025
Q3 | $2.94M | Sell |
10,419
-129
| -1% | -$33.8K | 1.05% | 18 |
|
|
2025
Q2 | $3.11M | Buy |
10,548
+41
| +0.4% | +$10.6K | 1.17% | 15 |
|
|
2025
Q1 | $2.61M | Sell |
10,507
-109
| -1% | -$26.7K | 1% | 17 |
|
|
2024
Q4 | $2.33M | Buy |
10,616
+2,086
| +24% | +$465K | 0.88% | 17 |
|
|
2024
Q3 | $1.89M | Buy |
8,530
+1,651
| +24% | +$324K | 0.74% | 28 |
|
|
2024
Q2 | $1.19M | Sell |
6,879
-18
| -0.3% | -$3.13K | 0.5% | 58 |
|
|
2024
Q1 | $1.31M | Buy |
6,897
+1,727
| +33% | +$315K | 0.56% | 49 |
|
|
2023
Q4 | $846K | Buy |
5,170
+3,617
| +233% | +$547K | 0.4% | 72 |
|
|
2023
Q3 | $219K | Hold |
1,553
| – | – | 0.11% | 161 |
|
|
2023
Q2 | $208K | Sell |
1,553
-67
| -4% | -$8.65K | 0.1% | 168 |
|
|
2023
Q1 | $214K | Buy |
1,620
+67
| +4% | +$8.96K | 0.11% | 151 |
|
|
2022
Q4 | $219K | Hold |
1,553
| – | – | 0.12% | 135 |
|
|
2022
Q3 | $189K | Sell |
1,553
-3
| -0.2% | -$394 | 0.11% | 147 |
|
|
2022
Q2 | $220K | Buy |
1,556
+43
| +3% | +$5.8K | 0.12% | 130 |
|
|
2022
Q1 | $197K | Hold |
1,513
| – | – | 0.1% | 144 |
|
|
2021
Q4 | $202K | Sell |
1,513
-74
| -5% | -$9.28K | 0.1% | 140 |
|
|
2021
Q3 | $217K | Hold |
1,587
| – | – | 0.11% | 137 |
|
|
2021
Q2 | $223K | Sell |
1,587
-523
| -25% | -$71.5K | 0.12% | 129 |
|
|
2021
Q1 | $269K | Buy |
2,110
+433
| +26% | +$51.8K | 0.19% | 96 |
|
|
2020
Q4 | $202K | Buy |
1,677
+1
| +0.1% | +$116 | 0.16% | 102 |
|
|
2020
Q3 | $194K | Sell |
1,676
-173
| -9% | -$20.4K | 0.17% | 98 |
|
|
2020
Q2 | $210K | Sell |
1,849
-431
| -19% | -$50.1K | 0.18% | 101 |
|
|
2020
Q1 | $229K | Buy |
2,280
+1
| +0% | +$126 | 0.24% | 91 |
|
|
2019
Q4 | $292K | Buy |
+2,279
| New | +$296K | 0.24% | 93 |
|
Other funds holding IBM
VCM
VPM
