GAM
Gould Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
1,373
+145
| +12% | +$42.7K | 0.08% | 114 |
|
|
2025
Q1 | $305K | Buy |
1,228
+100
| +9% | +$24.9K | 0.06% | 130 |
|
|
2024
Q4 | $248K | Buy |
1,128
+169
| +18% | +$37.2K | 0.05% | 140 |
|
|
2024
Q3 | $212K | Buy |
+959
| New | +$212K | 0.05% | 153 |
|
|
2021
Q2 | – | Sell |
-2,400
| Closed | -$320K | – | 154 |
|
|
2021
Q1 | $320K | Buy |
+2,400
| New | +$320K | 0.1% | 103 |
|
|
2020
Q1 | – | Sell |
-1,800
| Closed | -$241K | – | 136 |
|
|
2019
Q4 | $241K | Hold |
1,800
| – | – | 0.08% | 126 |
|
|
2019
Q3 | $262K | Sell |
1,800
-500
| -22% | -$72.8K | 0.09% | 113 |
|
|
2019
Q2 | $317K | Buy |
+2,300
| New | +$317K | 0.11% | 99 |
|
|
2018
Q4 | – | Sell |
-1,600
| Closed | -$242K | – | 140 |
|
|
2018
Q3 | $242K | Hold |
1,600
| – | – | 0.1% | 119 |
|
|
2018
Q2 | $224K | Sell |
1,600
-70
| -4% | -$9.8K | 0.1% | 122 |
|
|
2018
Q1 | $256K | Buy |
+1,670
| New | +$256K | 0.11% | 111 |
|
|
2017
Q4 | – | Sell |
-2,000
| Closed | -$290K | – | 142 |
|
|
2017
Q3 | $290K | Buy |
2,000
+300
| +18% | +$43.5K | 0.13% | 94 |
|
|
2017
Q2 | $262K | Buy |
+1,700
| New | +$262K | 0.13% | 95 |
|
|
2016
Q4 | – | Sell |
-3,505
| Closed | -$557K | – | 115 |
|
|
2016
Q3 | $557K | Buy |
3,505
+100
| +3% | +$15.9K | 0.3% | 46 |
|
|
2016
Q2 | $517K | Buy |
3,405
+500
| +17% | +$75.9K | 0.28% | 50 |
|
|
2016
Q1 | $440K | Buy |
2,905
+480
| +20% | +$72.7K | 0.24% | 55 |
|
|
2015
Q4 | $334K | Sell |
2,425
-425
| -15% | -$58.5K | 0.18% | 69 |
|
|
2015
Q3 | $413K | Hold |
2,850
| – | – | 0.23% | 62 |
|
|
2015
Q2 | $464K | Hold |
2,850
| – | – | 0.24% | 62 |
|
|
2015
Q1 | $457K | Sell |
2,850
-15
| -0.5% | -$2.41K | 0.22% | 60 |
|
|
2014
Q4 | $460K | Buy |
2,865
+920
| +47% | +$148K | 0.23% | 55 |
|
|
2014
Q3 | $369K | Buy |
1,945
+520
| +36% | +$98.7K | 0.18% | 61 |
|
|
2014
Q2 | $258K | Buy |
+1,425
| New | +$258K | 0.12% | 86 |
|