Harvest Fund 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 | $1.03M | Sell |
3,482
-2,725
| -44% | -$803K | 0.05% | 185 |
|
|
2025
Q1 | $1.54M | Buy |
6,207
+1,435
| +30% | +$357K | 0.08% | 159 |
|
|
2024
Q4 | $1.05M | Sell |
4,772
-2,222
| -32% | -$489K | 0.05% | 207 |
|
|
2024
Q3 | $1.55M | Buy |
6,994
+3,951
| +130% | +$873K | 0.09% | 145 |
|
|
2024
Q2 | $526K | Sell |
3,043
-3,553
| -54% | -$614K | 0.04% | 230 |
|
|
2024
Q1 | $1.26M | Buy |
6,596
+6,309
| +2,198% | +$1.2M | 0.11% | 122 |
|
|
2023
Q4 | $47K | Sell |
287
-368
| -56% | -$60.3K | 0.01% | 424 |
|
|
2023
Q3 | $92K | Buy |
+655
| New | +$92K | 0.02% | 331 |
|
|
2023
Q1 | – | Sell |
-566
| Closed | -$80K | – | 781 |
|
|
2022
Q4 | $80K | Buy |
566
+515
| +1,010% | +$72.8K | 0.02% | 386 |
|
|
2022
Q3 | $6K | Sell |
51
-308
| -86% | -$36.2K | ﹤0.01% | 706 |
|
|
2022
Q2 | $51K | Hold |
359
| – | – | 0.01% | 412 |
|
|
2022
Q1 | $46K | Buy |
+359
| New | +$46K | 0.01% | 455 |
|
|
2021
Q4 | – | Sell |
-121
| Closed | -$16K | – | 790 |
|
|
2021
Q3 | $16K | Hold |
121
| – | – | ﹤0.01% | 625 |
|
|
2021
Q2 | $17K | Buy |
+121
| New | +$17K | ﹤0.01% | 642 |
|
|
2020
Q2 | – | Sell |
-2,163
| Closed | -$229K | – | 481 |
|
|
2020
Q1 | $229K | Buy |
2,163
+1,584
| +274% | +$168K | 0.03% | 112 |
|
|
2019
Q4 | $76K | Sell |
579
-556
| -49% | -$73K | 0.01% | 238 |
|
|
2019
Q3 | $158K | Sell |
1,135
-2,080
| -65% | -$290K | 0.02% | 143 |
|
|
2019
Q2 | $424K | Sell |
3,215
-925
| -22% | -$122K | 0.05% | 65 |
|
|
2019
Q1 | $559K | Buy |
4,140
+1,852
| +81% | +$250K | 0.1% | 50 |
|
|
2018
Q4 | $249K | Buy |
2,288
+674
| +42% | +$73.4K | 0.05% | 94 |
|
|
2018
Q3 | $233K | Buy |
+1,614
| New | +$233K | 0.04% | 134 |
|
|
2018
Q2 | – | Sell |
-297
| Closed | -$43K | – | 315 |
|
|
2018
Q1 | $43K | Buy |
+297
| New | +$43K | 0.01% | 182 |
|