Harvey Investment Company’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Hold |
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|
2025
Q1 | $717K | Hold |
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|
2024
Q4 | $634K | Hold |
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|
2024
Q3 | $637K | Hold |
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|
2024
Q2 | $498K | Hold |
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|
2024
Q1 | $550K | Sell |
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|
2023
Q4 | $480K | Hold |
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|
2023
Q3 | $411K | Hold |
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|
2023
Q2 | $392K | Hold |
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|
2023
Q1 | $384K | Hold |
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|
2022
Q4 | $413K | Hold |
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|
2022
Q3 | $348K | Sell |
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|
2022
Q2 | $442K | Hold |
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|
2022
Q1 | $407K | Hold |
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|
2021
Q4 | $419K | Sell |
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|
2021
Q3 | $435K | Sell |
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|
2021
Q2 | $499K | Sell |
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|
2021
Q1 | $585K | Sell |
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|
2020
Q4 | $589K | Hold |
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|
2020
Q3 | $569K | Hold |
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|
2020
Q2 | $565K | Sell |
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|
2020
Q1 | $527K | Hold |
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|
2019
Q4 | $636K | Hold |
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|
2019
Q3 | $690K | Hold |
|
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|
2019
Q2 | $655K | Hold |
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|
2019
Q1 | $670K | Sell |
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|
2018
Q4 | $576K | Buy |
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|
2018
Q3 | $645K | Hold |
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|
2018
Q2 | $596K | Hold |
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|
2018
Q1 | $655K | Sell |
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|
2017
Q4 | $698K | Hold |
|
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|
2017
Q3 | $660K | Sell |
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|
2017
Q2 | $885K | Hold |
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|
2017
Q1 | $1M | Sell |
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|
2016
Q4 | $975K | Hold |
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|
2016
Q3 | $933K | Hold |
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|
2016
Q2 | $891K | Hold |
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|
2016
Q1 | $889K | Sell |
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|
2015
Q4 | $818K | Sell |
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|
2015
Q3 | $866K | Sell |
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|
2015
Q2 | $1.09M | Sell |
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|
2015
Q1 | $1.09M | Sell |
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|
2014
Q4 | $1.13M | Hold |
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|
2014
Q3 | $1.34M | Buy |
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|
2014
Q2 | $1.25M | Buy |
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|
2014
Q1 | $1.21M | Buy |
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|
2013
Q4 | $1.13M | Hold |
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|
2013
Q3 | $1.11M | Hold |
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|
2013
Q2 | $1.15M | Buy |
|