Grassi Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Sell |
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|
2025
Q1 | $14.5M | Sell |
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|
2024
Q4 | $12.9M | Sell |
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|
2024
Q3 | $13M | Sell |
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|
2024
Q2 | $10.4M | Hold |
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|
2024
Q1 | $11.5M | Hold |
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|
2023
Q4 | $9.83M | Hold |
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|
2023
Q3 | $8.44M | Hold |
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|
2023
Q2 | $8.05M | Sell |
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|
2023
Q1 | $8.05M | Buy |
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|
2022
Q4 | $8.47M | Hold |
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|
2022
Q3 | $7.14M | Buy |
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|
2022
Q2 | $8.47M | Sell |
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|
2022
Q1 | $7.82M | Buy |
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|
2021
Q4 | $7.88M | Buy |
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|
2021
Q3 | $5.39M | Hold |
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|
2021
Q2 | $5.69M | Hold |
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|
2021
Q1 | $5.17M | Sell |
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|
2020
Q4 | $4.94M | Sell |
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|
2020
Q3 | $5.87M | Hold |
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|
2020
Q2 | $5.83M | Buy |
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|
2020
Q1 | $2.14M | Sell |
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|
2019
Q4 | $9.3M | Sell |
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|
2019
Q3 | $12.6M | Sell |
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|
2019
Q2 | $11.9M | Sell |
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|
2019
Q1 | $12.2M | Buy |
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|
2018
Q4 | $9.8M | Buy |
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|
2018
Q3 | $7.54M | Buy |
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|
2018
Q2 | $6.96M | Buy |
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|
2018
Q1 | $7.49M | Buy |
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|
2017
Q4 | $1.73M | Buy |
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|
2017
Q3 | $1.46M | Sell |
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|
2017
Q2 | $6.39M | Sell |
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|
2017
Q1 | $7.46M | Sell |
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|
2016
Q4 | $7.12M | Sell |
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|
2016
Q3 | $7.27M | Sell |
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|
2016
Q2 | $7.1M | Buy |
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|
2016
Q1 | $5.35M | Buy |
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|
2015
Q4 | $1.44M | Hold |
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|
2015
Q3 | $1.51M | Sell |
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|
2015
Q2 | $1.86M | Hold |
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|
2015
Q1 | $1.83M | Sell |
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|
2014
Q4 | $1.83M | Buy |
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|
2014
Q3 | $2.15M | Hold |
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|
2014
Q2 | $2.05M | Buy |
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|
2014
Q1 | $2.18M | Sell |
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|
2013
Q4 | $2.14M | Hold |
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|
2013
Q3 | $2.12M | Hold |
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|
2013
Q2 | $2.18M | Buy |
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