Grandfield & Dodd’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $662K | Sell |
2,247
-30
| -1% | -$8.84K | 0.04% | 125 |
|
|
2025
Q1 | $566K | Buy |
2,277
+45
| +2% | +$11.2K | 0.04% | 131 |
|
|
2024
Q4 | $491K | Hold |
2,232
| – | – | 0.03% | 143 |
|
|
2024
Q3 | $493K | Hold |
2,232
| – | – | 0.03% | 143 |
|
|
2024
Q2 | $386K | Hold |
2,232
| – | – | 0.02% | 152 |
|
|
2024
Q1 | $426K | Buy |
2,232
+200
| +10% | +$38.2K | 0.03% | 146 |
|
|
2023
Q4 | $332K | Sell |
2,032
-500
| -20% | -$81.8K | 0.02% | 155 |
|
|
2023
Q3 | $355K | Sell |
2,532
-100
| -4% | -$14K | 0.03% | 147 |
|
|
2023
Q2 | $352K | Sell |
2,632
-200
| -7% | -$26.8K | 0.02% | 152 |
|
|
2023
Q1 | $371K | Sell |
2,832
-254
| -8% | -$33.3K | 0.03% | 152 |
|
|
2022
Q4 | $435K | Hold |
3,086
| – | – | 0.03% | 139 |
|
|
2022
Q3 | $370K | Sell |
3,086
-1,600
| -34% | -$192K | 0.03% | 139 |
|
|
2022
Q2 | $660K | Hold |
4,686
| – | – | 0.05% | 119 |
|
|
2022
Q1 | $610K | Sell |
4,686
-100
| -2% | -$13K | 0.04% | 128 |
|
|
2021
Q4 | $640K | Sell |
4,786
-325
| -6% | -$43.5K | 0.04% | 124 |
|
|
2021
Q3 | $680K | Buy |
5,111
+209
| +4% | +$27.8K | 0.05% | 119 |
|
|
2021
Q2 | $690K | Sell |
4,902
-104
| -2% | -$14.6K | 0.05% | 118 |
|
|
2021
Q1 | $640K | Buy |
5,006
+314
| +7% | +$40.1K | 0.05% | 118 |
|
|
2020
Q4 | $560K | Sell |
4,692
-110
| -2% | -$13.1K | 0.04% | 122 |
|
|
2020
Q3 | $560K | Sell |
4,802
-86
| -2% | -$10K | 0.05% | 116 |
|
|
2020
Q2 | $560K | Buy |
4,888
+15
| +0.3% | +$1.72K | 0.05% | 116 |
|
|
2020
Q1 | $517K | Sell |
4,873
-1,760
| -27% | -$187K | 0.06% | 113 |
|
|
2019
Q4 | $850K | Sell |
6,633
-157
| -2% | -$20.1K | 0.08% | 104 |
|
|
2019
Q3 | $944K | Sell |
6,790
-307
| -4% | -$42.7K | 0.09% | 93 |
|
|
2019
Q2 | $936K | Sell |
7,097
-95
| -1% | -$12.5K | 0.09% | 96 |
|
|
2019
Q1 | $970K | Sell |
7,192
-83
| -1% | -$11.2K | 0.1% | 95 |
|
|
2018
Q4 | $791K | Sell |
7,275
-46
| -0.6% | -$5K | 0.09% | 97 |
|
|
2018
Q3 | $1.06M | Hold |
7,321
| – | – | 0.11% | 92 |
|
|
2018
Q2 | $978K | Sell |
7,321
-183
| -2% | -$24.4K | 0.11% | 97 |
|
|
2018
Q1 | $1.1M | Hold |
7,504
| – | – | 0.12% | 88 |
|
|
2017
Q4 | $1.1M | Sell |
7,504
-165
| -2% | -$24.2K | 0.12% | 94 |
|
|
2017
Q3 | $1.06M | Sell |
7,669
-639
| -8% | -$88.7K | 0.12% | 91 |
|
|
2017
Q2 | $1.22M | Sell |
8,308
-2,648
| -24% | -$389K | 0.14% | 88 |
|
|
2017
Q1 | $1.82M | Buy |
10,956
+26
| +0.2% | +$4.33K | 0.23% | 75 |
|
|
2016
Q4 | $1.73M | Sell |
10,930
-113
| -1% | -$17.9K | 0.22% | 72 |
|
|
2016
Q3 | $1.68M | Sell |
11,043
-366
| -3% | -$55.6K | 0.22% | 71 |
|
|
2016
Q2 | $1.66M | Sell |
11,409
-120
| -1% | -$17.4K | 0.23% | 71 |
|
|
2016
Q1 | $1.67M | Sell |
11,529
-670
| -5% | -$97K | 0.24% | 66 |
|
|
2015
Q4 | $1.61M | Sell |
12,199
-267
| -2% | -$35.1K | 0.24% | 69 |
|
|
2015
Q3 | $1.73M | Buy |
12,466
+386
| +3% | +$53.5K | 0.29% | 66 |
|
|
2015
Q2 | $1.88M | Sell |
12,080
-769
| -6% | -$120K | 0.29% | 64 |
|
|
2015
Q1 | $1.97M | Buy |
12,849
+77
| +0.6% | +$11.8K | 0.3% | 62 |
|
|
2014
Q4 | $1.96M | Buy |
12,772
+2,339
| +22% | +$359K | 0.3% | 66 |
|
|
2014
Q3 | $1.89M | Sell |
10,433
-3,087
| -23% | -$560K | 0.3% | 70 |
|
|
2014
Q2 | $2.34M | Sell |
13,520
-1,364
| -9% | -$236K | 0.35% | 68 |
|
|
2014
Q1 | $2.74M | Buy |
14,884
+1,985
| +15% | +$365K | 0.43% | 60 |
|
|
2013
Q4 | $2.31M | Sell |
12,899
-472
| -4% | -$84.6K | 0.38% | 62 |
|
|
2013
Q3 | $2.37M | Sell |
13,371
-1,450
| -10% | -$257K | 0.42% | 59 |
|
|
2013
Q2 | $2.71M | Buy |
+14,821
| New | +$2.71M | 0.51% | 55 |
|