GW&K Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
1,324
+48
| +4% | +$14.1K | ﹤0.01% | 349 |
|
|
2025
Q1 | $317K | Buy |
1,276
+194
| +18% | +$48.2K | ﹤0.01% | 360 |
|
|
2024
Q4 | $238K | Buy |
1,082
+3
| +0.3% | +$660 | ﹤0.01% | 364 |
|
|
2024
Q3 | $239K | Buy |
1,079
+65
| +6% | +$14.4K | ﹤0.01% | 354 |
|
|
2024
Q2 | $175K | Buy |
1,014
+52
| +5% | +$8.97K | ﹤0.01% | 358 |
|
|
2024
Q1 | $184K | Buy |
962
+195
| +25% | +$37.3K | ﹤0.01% | 348 |
|
|
2023
Q4 | $125K | Buy |
767
+37
| +5% | +$6.03K | ﹤0.01% | 362 |
|
|
2023
Q3 | $102K | Buy |
730
+196
| +37% | +$27.4K | ﹤0.01% | 364 |
|
|
2023
Q2 | $71K | Buy |
534
+284
| +114% | +$37.8K | ﹤0.01% | 364 |
|
|
2023
Q1 | $33K | Buy |
+250
| New | +$33K | ﹤0.01% | 362 |
|
|
2022
Q3 | – | Sell |
-289
| Closed | -$41K | – | 603 |
|
|
2022
Q2 | $41K | Buy |
289
+211
| +271% | +$29.9K | ﹤0.01% | 391 |
|
|
2022
Q1 | $10K | Buy |
+78
| New | +$10K | ﹤0.01% | 439 |
|
|
2021
Q3 | – | Sell |
-54
| Closed | -$8K | – | 394 |
|
|
2021
Q2 | $8K | Buy |
+54
| New | +$8K | ﹤0.01% | 380 |
|
|
2016
Q1 | – | Sell |
-2,238
| Closed | -$295K | – | 223 |
|
|
2015
Q4 | $295K | Hold |
2,238
| – | – | 0.01% | 225 |
|
|
2015
Q3 | $310K | Sell |
2,238
-403
| -15% | -$55.8K | 0.01% | 219 |
|
|
2015
Q2 | $411K | Sell |
2,641
-340
| -11% | -$52.9K | 0.01% | 218 |
|
|
2015
Q1 | $457K | Sell |
2,981
-94
| -3% | -$14.4K | 0.01% | 216 |
|
|
2014
Q4 | $472K | Hold |
3,075
| – | – | 0.01% | 212 |
|
|
2014
Q3 | $558K | Sell |
3,075
-157
| -5% | -$28.5K | 0.01% | 216 |
|
|
2014
Q2 | $560K | Sell |
3,232
-262
| -7% | -$45.4K | 0.01% | 215 |
|
|
2014
Q1 | $643K | Sell |
3,494
-2,144
| -38% | -$395K | 0.02% | 190 |
|
|
2013
Q4 | $1.01M | Sell |
5,638
-628
| -10% | -$113K | 0.03% | 172 |
|
|
2013
Q3 | $1.11M | Sell |
6,266
-1,527
| -20% | -$270K | 0.03% | 166 |
|
|
2013
Q2 | $1.42M | Buy |
+7,793
| New | +$1.42M | 0.05% | 166 |
|