Greatmark Investment 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 | $405K | Sell |
1,374
-285
| -17% | -$84K | 0.05% | 103 |
|
|
2025
Q1 | $413K | Hold |
1,659
| – | – | 0.06% | 100 |
|
|
2024
Q4 | $365K | Hold |
1,659
| – | – | 0.05% | 108 |
|
|
2024
Q3 | $367K | Sell |
1,659
-50
| -3% | -$11.1K | 0.05% | 104 |
|
|
2024
Q2 | $296K | Hold |
1,709
| – | – | 0.04% | 109 |
|
|
2024
Q1 | $326K | Hold |
1,709
| – | – | 0.05% | 105 |
|
|
2023
Q4 | $280K | Buy |
1,709
+50
| +3% | +$8.18K | 0.04% | 111 |
|
|
2023
Q3 | $233K | Sell |
1,659
-13
| -0.8% | -$1.82K | 0.04% | 116 |
|
|
2023
Q2 | $224K | Hold |
1,672
| – | – | 0.04% | 124 |
|
|
2023
Q1 | $219K | Buy |
+1,672
| New | +$219K | 0.04% | 122 |
|
|
2022
Q3 | – | Sell |
-1,659
| Closed | -$234K | – | 124 |
|
|
2022
Q2 | $234K | Hold |
1,659
| – | – | 0.04% | 121 |
|
|
2022
Q1 | $216K | Buy |
+1,659
| New | +$216K | 0.04% | 128 |
|
|
2021
Q4 | – | Sell |
-1,568
| Closed | -$208K | – | 137 |
|
|
2021
Q3 | $208K | Sell |
1,568
-84
| -5% | -$11.1K | 0.04% | 133 |
|
|
2021
Q2 | $231K | Hold |
1,652
| – | – | 0.04% | 126 |
|
|
2021
Q1 | $210K | Sell |
1,652
-73
| -4% | -$9.28K | 0.04% | 128 |
|
|
2020
Q4 | $208K | Sell |
1,725
-197
| -10% | -$23.8K | 0.05% | 120 |
|
|
2020
Q3 | $224K | Buy |
+1,922
| New | +$224K | 0.06% | 118 |
|
|
2019
Q4 | – | Sell |
-1,497
| Closed | -$208K | – | 135 |
|
|
2019
Q3 | $208K | Buy |
+1,497
| New | +$208K | 0.06% | 123 |
|
|
2019
Q2 | – | Sell |
-1,549
| Closed | -$209K | – | 129 |
|
|
2019
Q1 | $209K | Buy |
+1,549
| New | +$209K | 0.07% | 115 |
|
|
2018
Q4 | – | Sell |
-1,549
| Closed | -$224K | – | 124 |
|
|
2018
Q3 | $224K | Hold |
1,549
| – | – | 0.07% | 113 |
|
|
2018
Q2 | $207K | Hold |
1,549
| – | – | 0.07% | 105 |
|
|
2018
Q1 | $227K | Hold |
1,549
| – | – | 0.08% | 97 |
|
|
2017
Q4 | $227K | Hold |
1,549
| – | – | 0.08% | 98 |
|
|
2017
Q3 | $215K | Hold |
1,549
| – | – | 0.08% | 99 |
|
|
2017
Q2 | $228K | Hold |
1,549
| – | – | 0.09% | 93 |
|
|
2017
Q1 | $258K | Hold |
1,549
| – | – | 0.11% | 87 |
|
|
2016
Q4 | $246K | Sell |
1,549
-105
| -6% | -$16.7K | 0.1% | 84 |
|
|
2016
Q3 | $251K | Sell |
1,654
-1,466
| -47% | -$222K | 0.11% | 79 |
|
|
2016
Q2 | $453K | Hold |
3,120
| – | – | 0.2% | 65 |
|
|
2016
Q1 | $452K | Sell |
3,120
-419
| -12% | -$60.7K | 0.2% | 61 |
|
|
2015
Q4 | $466K | Sell |
3,539
-52
| -1% | -$6.85K | 0.2% | 59 |
|
|
2015
Q3 | $498K | Hold |
3,591
| – | – | 0.23% | 58 |
|
|
2015
Q2 | $558K | Buy |
3,591
+262
| +8% | +$40.7K | 0.24% | 55 |
|
|
2015
Q1 | $511K | Hold |
3,329
| – | – | 0.22% | 63 |
|
|
2014
Q4 | $511K | Sell |
3,329
-27
| -0.8% | -$4.14K | 0.22% | 60 |
|
|
2014
Q3 | $609K | Sell |
3,356
-104
| -3% | -$18.9K | 0.28% | 56 |
|
|
2014
Q2 | $600K | Sell |
3,460
-105
| -3% | -$18.2K | 0.25% | 57 |
|
|
2014
Q1 | $656K | Hold |
3,565
| – | – | 0.29% | 56 |
|
|
2013
Q4 | $639K | Sell |
3,565
-50
| -1% | -$8.96K | 0.3% | 54 |
|
|
2013
Q3 | $640K | Hold |
3,615
| – | – | 0.33% | 54 |
|
|
2013
Q2 | $660K | Buy |
+3,615
| New | +$660K | 0.42% | 50 |
|