GCA
Greenwood Capital Associates’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
38,989
-9,768
| -20% | -$2.88M | 1.43% | 12 |
|
|
2025
Q1 | $12.1M | Sell |
48,757
-531
| -1% | -$132K | 1.64% | 10 |
|
|
2024
Q4 | $10.8M | Sell |
49,288
-22,542
| -31% | -$4.96M | 1.41% | 12 |
|
|
2024
Q3 | $15.9M | Sell |
71,830
-1,239
| -2% | -$274K | 2.07% | 8 |
|
|
2024
Q2 | $12.6M | Buy |
73,069
+6,448
| +10% | +$1.12M | 1.66% | 9 |
|
|
2024
Q1 | $12.7M | Sell |
66,621
-7,660
| -10% | -$1.46M | 1.69% | 8 |
|
|
2023
Q4 | $12.1M | Buy |
74,281
+10,877
| +17% | +$1.78M | 1.57% | 8 |
|
|
2023
Q3 | $8.9M | Sell |
63,404
-1,747
| -3% | -$245K | 1.29% | 17 |
|
|
2023
Q2 | $8.72M | Sell |
65,151
-188
| -0.3% | -$25.2K | 1.22% | 23 |
|
|
2023
Q1 | $8.57M | Buy |
65,339
+5,959
| +10% | +$781K | 1.23% | 25 |
|
|
2022
Q4 | $8.37M | Buy |
59,380
+10,737
| +22% | +$1.51M | 1.37% | 25 |
|
|
2022
Q3 | $5.78M | Buy |
48,643
+1,004
| +2% | +$119K | 0.99% | 34 |
|
|
2022
Q2 | $6.73M | Buy |
47,639
+47,589
| +95,178% | +$6.72M | 1.08% | 34 |
|
|
2022
Q1 | $7K | Sell |
50
-11,396
| -100% | -$1.6M | ﹤0.01% | 203 |
|
|
2021
Q4 | $1.53M | Buy |
11,446
+1,226
| +12% | +$164K | 0.22% | 86 |
|
|
2021
Q3 | $1.42M | Buy |
10,220
+2,505
| +32% | +$348K | 0.22% | 85 |
|
|
2021
Q2 | $1.13M | Buy |
7,715
+2,265
| +42% | +$332K | 0.17% | 100 |
|
|
2021
Q1 | $727K | Buy |
5,450
+358
| +7% | +$47.8K | 0.11% | 146 |
|
|
2020
Q4 | $641K | Sell |
5,092
-767
| -13% | -$96.6K | 0.11% | 138 |
|
|
2020
Q3 | $713K | Buy |
5,859
+1,238
| +27% | +$151K | 0.14% | 97 |
|
|
2020
Q2 | $558K | Buy |
4,621
+2,156
| +87% | +$260K | 0.13% | 91 |
|
|
2020
Q1 | $274K | Sell |
2,465
-37,831
| -94% | -$4.21M | 0.08% | 114 |
|
|
2019
Q4 | $5.4M | Buy |
40,296
+11,231
| +39% | +$1.51M | 1.14% | 36 |
|
|
2019
Q3 | $4.23M | Buy |
+29,065
| New | +$4.23M | 1.03% | 41 |
|
|
2018
Q2 | – | Sell |
-32,832
| Closed | -$5.04M | – | 208 |
|
|
2018
Q1 | $5.04M | Buy |
+32,832
| New | +$5.04M | 1.23% | 34 |
|
|
2017
Q3 | – | Sell |
-20,133
| Closed | -$3.1M | – | 214 |
|
|
2017
Q2 | $3.1M | Sell |
20,133
-252
| -1% | -$38.8K | 0.81% | 52 |
|
|
2017
Q1 | $3.55M | Sell |
20,385
-182
| -0.9% | -$31.7K | 0.93% | 39 |
|
|
2016
Q4 | $3.41M | Sell |
20,567
-115
| -0.6% | -$19.1K | 0.96% | 38 |
|
|
2016
Q3 | $3.29M | Buy |
20,682
+1,407
| +7% | +$223K | 1% | 38 |
|
|
2016
Q2 | $2.93M | Buy |
+19,275
| New | +$2.93M | 0.9% | 47 |
|
|
2015
Q1 | – | Sell |
-3,053
| Closed | -$490K | – | 160 |
|
|
2014
Q4 | $490K | Sell |
3,053
-60
| -2% | -$9.63K | 0.14% | 88 |
|
|
2014
Q3 | $591K | Sell |
3,113
-235
| -7% | -$44.6K | 0.18% | 82 |
|
|
2014
Q2 | $607K | Sell |
3,348
-565
| -14% | -$102K | 0.19% | 88 |
|
|
2014
Q1 | $753K | Sell |
3,913
-1,091
| -22% | -$210K | 0.24% | 83 |
|
|
2013
Q4 | $939K | Sell |
5,004
-16,483
| -77% | -$3.09M | 0.29% | 89 |
|
|
2013
Q3 | $3.98M | Sell |
21,487
-1,174
| -5% | -$217K | 1.4% | 22 |
|
|
2013
Q2 | $4.33M | Buy |
+22,661
| New | +$4.33M | 1.88% | 17 |
|