Hamel Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
10,427
+77
| +0.7% | +$22.7K | 1.04% | 35 |
|
|
2025
Q1 | $2.57M | Buy |
10,350
+100
| +1% | +$24.9K | 0.87% | 39 |
|
|
2024
Q4 | $2.25M | Sell |
10,250
-90
| -0.9% | -$19.8K | 0.73% | 41 |
|
|
2024
Q3 | $2.29M | Sell |
10,340
-10
| -0.1% | -$2.21K | 0.7% | 43 |
|
|
2024
Q2 | $1.79M | Hold |
10,350
| – | – | 0.56% | 46 |
|
|
2024
Q1 | $1.98M | Hold |
10,350
| – | – | 0.63% | 45 |
|
|
2023
Q4 | $1.69M | Buy |
10,350
+105
| +1% | +$17.2K | 0.6% | 46 |
|
|
2023
Q3 | $1.44M | Sell |
10,245
-620
| -6% | -$86.9K | 0.52% | 48 |
|
|
2023
Q2 | $1.45M | Sell |
10,865
-630
| -5% | -$84.3K | 0.51% | 48 |
|
|
2023
Q1 | $1.51M | Buy |
11,495
+45
| +0.4% | +$5.9K | 0.52% | 55 |
|
|
2022
Q4 | $1.61M | Sell |
11,450
-65
| -0.6% | -$9.16K | 0.56% | 52 |
|
|
2022
Q3 | $1.37M | Sell |
11,515
-750
| -6% | -$89.3K | 0.54% | 53 |
|
|
2022
Q2 | $1.73M | Buy |
12,265
+380
| +3% | +$53.7K | 0.68% | 46 |
|
|
2022
Q1 | $1.55M | Buy |
11,885
+140
| +1% | +$18.2K | 0.55% | 47 |
|
|
2021
Q4 | $1.57M | Sell |
11,745
-29,062
| -71% | -$3.88M | 0.56% | 47 |
|
|
2021
Q3 | $5.42M | Sell |
40,807
-170
| -0.4% | -$22.6K | 2.12% | 19 |
|
|
2021
Q2 | $5.74M | Buy |
40,977
+16
| +0% | +$2.24K | 2.19% | 17 |
|
|
2021
Q1 | $5.22M | Buy |
40,961
+38,504
| +1,567% | +$4.91M | 2.01% | 18 |
|
|
2020
Q4 | $296K | Sell |
2,457
-146
| -6% | -$17.6K | 0.12% | 61 |
|
|
2020
Q3 | $303K | Hold |
2,603
| – | – | 0.13% | 58 |
|
|
2020
Q2 | $301K | Buy |
2,603
+139
| +6% | +$16.1K | 0.14% | 56 |
|
|
2020
Q1 | $261K | Sell |
2,464
-584
| -19% | -$61.9K | 0.14% | 63 |
|
|
2019
Q4 | $391K | Buy |
3,048
+407
| +15% | +$52.2K | 0.16% | 68 |
|
|
2019
Q3 | $367K | Sell |
2,641
-675
| -20% | -$93.8K | 0.16% | 73 |
|
|
2019
Q2 | $437K | Buy |
3,316
+147
| +5% | +$19.4K | 0.19% | 68 |
|
|
2019
Q1 | $428K | Buy |
3,169
+183
| +6% | +$24.7K | 0.19% | 70 |
|
|
2018
Q4 | $325K | Buy |
2,986
+157
| +6% | +$17.1K | 0.16% | 80 |
|
|
2018
Q3 | $409K | Buy |
2,829
+104
| +4% | +$15K | 0.18% | 78 |
|
|
2018
Q2 | $364K | Sell |
2,725
-314
| -10% | -$41.9K | 0.17% | 76 |
|
|
2018
Q1 | $446 | Buy |
3,039
+314
| +12% | +$46 | 0.03% | 70 |
|
|
2017
Q4 | $400K | Sell |
2,725
-115
| -4% | -$16.9K | 0.19% | 65 |
|
|
2017
Q3 | $394K | Sell |
2,840
-340
| -11% | -$47.2K | 0.19% | 67 |
|
|
2017
Q2 | $468K | Hold |
3,180
| – | – | 0.24% | 61 |
|
|
2017
Q1 | $530K | Hold |
3,180
| – | – | 0.27% | 58 |
|
|
2016
Q4 | $505K | Sell |
3,180
-9
| -0.3% | -$1.43K | 0.26% | 60 |
|
|
2016
Q3 | $484K | Buy |
3,189
+340
| +12% | +$51.6K | 0.26% | 62 |
|
|
2016
Q2 | $413K | Hold |
2,849
| – | – | 0.21% | 69 |
|
|
2016
Q1 | $413K | Sell |
2,849
-2,892
| -50% | -$419K | 0.22% | 70 |
|
|
2015
Q4 | $756K | Sell |
5,741
-5,386
| -48% | -$709K | 0.48% | 54 |
|
|
2015
Q3 | $1.54M | Sell |
11,127
-8,834
| -44% | -$1.23M | 1.1% | 33 |
|
|
2015
Q2 | $3.1M | Sell |
19,961
-882
| -4% | -$137K | 2.04% | 16 |
|
|
2015
Q1 | $3.2M | Sell |
20,843
-1,954
| -9% | -$300K | 2.11% | 13 |
|
|
2014
Q4 | $3.5M | Sell |
22,797
-1,603
| -7% | -$246K | 2.27% | 10 |
|
|
2014
Q3 | $4.43M | Buy |
24,400
+738
| +3% | +$134K | 2.95% | 9 |
|
|
2014
Q2 | $4.1M | Buy |
23,662
+429
| +2% | +$74.4K | 2.71% | 9 |
|
|
2014
Q1 | $4.28M | Buy |
23,233
+4,943
| +27% | +$910K | 2.96% | 7 |
|
|
2013
Q4 | $3.28M | Buy |
+18,290
| New | +$3.28M | 2.3% | 10 |
|