Great Diamond Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
4,986
+3,751
| +304% | +$1.11M | 0.31% | 83 |
|
|
2025
Q1 | $307K | Hold |
1,235
| – | – | 0.08% | 139 |
|
|
2024
Q4 | $271K | Buy |
1,235
+108
| +10% | +$23.7K | 0.07% | 149 |
|
|
2024
Q3 | $249K | Sell |
1,127
-840
| -43% | -$186K | 0.06% | 167 |
|
|
2024
Q2 | $340K | Sell |
1,967
-109
| -5% | -$18.9K | 0.08% | 159 |
|
|
2024
Q1 | $396K | Buy |
2,076
+85
| +4% | +$16.2K | 0.09% | 148 |
|
|
2023
Q4 | $326K | Buy |
1,991
+98
| +5% | +$16K | 0.08% | 169 |
|
|
2023
Q3 | $266K | Sell |
1,893
-231
| -11% | -$32.4K | 0.07% | 185 |
|
|
2023
Q2 | $284K | Buy |
2,124
+21
| +1% | +$2.81K | 0.08% | 181 |
|
|
2023
Q1 | $276K | Buy |
2,103
+245
| +13% | +$32.1K | 0.08% | 176 |
|
|
2022
Q4 | $262K | Sell |
1,858
-150
| -7% | -$21.1K | 0.08% | 176 |
|
|
2022
Q3 | $238K | Sell |
2,008
-23
| -1% | -$2.73K | 0.08% | 181 |
|
|
2022
Q2 | $286K | Buy |
2,031
+445
| +28% | +$62.7K | 0.1% | 170 |
|
|
2022
Q1 | $206K | Sell |
1,586
-65
| -4% | -$8.44K | 0.06% | 210 |
|
|
2021
Q4 | $220K | Sell |
1,651
-629
| -28% | -$83.8K | 0.06% | 207 |
|
|
2021
Q3 | $302K | Buy |
2,280
+10
| +0.4% | +$1.33K | 0.08% | 163 |
|
|
2021
Q2 | $318K | Buy |
2,270
+113
| +5% | +$15.8K | 0.09% | 148 |
|
|
2021
Q1 | $274K | Sell |
2,157
-34
| -2% | -$4.32K | 0.08% | 161 |
|
|
2020
Q4 | $263K | Buy |
+2,191
| New | +$263K | 0.08% | 154 |
|
|
2020
Q1 | – | Sell |
-1,406
| Closed | -$180K | – | 346 |
|
|
2019
Q4 | $180K | Buy |
+1,406
| New | +$180K | 0.07% | 161 |
|