Godshalk Welsh Capital 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 | $295K | Hold |
1,000
| – | – | 0.18% | 107 |
|
|
2025
Q1 | $249K | Hold |
1,000
| – | – | 0.16% | 110 |
|
|
2024
Q4 | $220K | Hold |
1,000
| – | – | 0.14% | 113 |
|
|
2024
Q3 | $221K | Buy |
+1,000
| New | +$221K | 0.14% | 118 |
|
|
2018
Q4 | – | Sell |
-1,778
| Closed | -$257K | – | 106 |
|
|
2018
Q3 | $257K | Sell |
1,778
-314
| -15% | -$45.4K | 0.25% | 94 |
|
|
2018
Q2 | $279K | Sell |
2,092
-1,177
| -36% | -$157K | 0.29% | 91 |
|
|
2018
Q1 | $479K | Buy |
3,269
+236
| +8% | +$34.6K | 0.52% | 73 |
|
|
2017
Q4 | $445K | Sell |
3,033
-2,563
| -46% | -$376K | 0.45% | 79 |
|
|
2017
Q3 | $776K | Sell |
5,596
-105
| -2% | -$14.6K | 0.78% | 51 |
|
|
2017
Q2 | $838K | Buy |
5,701
+53
| +0.9% | +$7.79K | 0.83% | 45 |
|
|
2017
Q1 | $940K | Hold |
5,648
| – | – | 0.92% | 40 |
|
|
2016
Q4 | $896K | Sell |
5,648
-105
| -2% | -$16.7K | 0.92% | 40 |
|
|
2016
Q3 | $874K | Buy |
5,753
+209
| +4% | +$31.8K | 0.9% | 41 |
|
|
2016
Q2 | $804K | Buy |
5,544
+706
| +15% | +$102K | 0.85% | 42 |
|
|
2016
Q1 | $700K | Buy |
4,838
+53
| +1% | +$7.67K | 0.73% | 52 |
|
|
2015
Q4 | $630K | Sell |
4,785
-576
| -11% | -$75.8K | 0.66% | 57 |
|
|
2015
Q3 | $743K | Sell |
5,361
-104
| -2% | -$14.4K | 0.81% | 45 |
|
|
2015
Q2 | $850K | Sell |
5,465
-848
| -13% | -$132K | 0.86% | 40 |
|
|
2015
Q1 | $969K | Sell |
6,313
-2,693
| -30% | -$413K | 0.99% | 33 |
|
|
2014
Q4 | $1.38M | Buy |
+9,006
| New | +$1.38M | 1.26% | 17 |
|