HeadInvest LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.24M | Buy |
5,106
+175
| +4% | +$47.4K | 0.25% | 84 |
|
|
2025
Q4 | $1.46M | Buy |
4,931
+379
| +8% | +$114K | 0.29% | 77 |
|
|
2025
Q3 | $1.28M | Sell |
4,552
-50
| -1% | -$13.1K | 0.27% | 78 |
|
|
2025
Q2 | $1.36M | Sell |
4,602
-363
| -7% | -$93.5K | 0.29% | 71 |
|
|
2025
Q1 | $1.23M | Sell |
4,965
-260
| -5% | -$63.6K | 0.24% | 83 |
|
|
2024
Q4 | $1.15M | Sell |
5,225
-25
| -0.5% | -$5.57K | 0.22% | 82 |
|
|
2024
Q3 | $1.16M | Sell |
5,250
-225
| -4% | -$44.1K | 0.21% | 86 |
|
|
2024
Q2 | $947K | Hold |
5,475
| – | – | 0.19% | 92 |
|
|
2024
Q1 | $1.05M | Buy |
5,475
+856
| +19% | +$156K | 0.2% | 88 |
|
|
2023
Q4 | $755K | Sell |
4,619
-1,200
| -21% | -$181K | 0.16% | 104 |
|
|
2023
Q3 | $819K | Sell |
5,819
-188
| -3% | -$26.7K | 0.18% | 93 |
|
|
2023
Q2 | $860K | Sell |
6,007
-780
| -11% | -$101K | 0.19% | 91 |
|
|
2023
Q1 | $890K | Sell |
6,787
-110
| -2% | -$14.7K | 0.2% | 91 |
|
|
2022
Q4 | $972K | Sell |
6,897
-40
| -0.6% | -$5.52K | 0.22% | 84 |
|
|
2022
Q3 | $824K | Buy |
6,937
+10
| +0.1% | +$1.31K | 0.2% | 87 |
|
|
2022
Q2 | $978K | Sell |
6,927
-35
| -0.5% | -$4.72K | 0.22% | 85 |
|
|
2022
Q1 | $905K | Buy |
6,962
+1,505
| +28% | +$196K | 0.17% | 94 |
|
|
2021
Q4 | $729K | Buy |
5,457
+1,404
| +35% | +$176K | 0.13% | 116 |
|
|
2021
Q3 | $538K | Sell |
4,053
-191
| -5% | -$25.5K | 0.1% | 141 |
|
|
2021
Q2 | $594K | Buy |
4,244
+120
| +3% | +$16.4K | 0.11% | 134 |
|
|
2021
Q1 | $525K | Sell |
4,124
-266
| -6% | -$31.8K | 0.11% | 139 |
|
|
2020
Q4 | $528K | Sell |
4,390
-2
| -0% | -$231 | 0.11% | 127 |
|
|
2020
Q3 | $511K | Sell |
4,392
-283
| -6% | -$33.3K | 0.15% | 107 |
|
|
2020
Q2 | $540K | Buy |
4,675
+155
| +3% | +$18K | 0.17% | 97 |
|
|
2020
Q1 | $479K | Buy |
4,520
+458
| +11% | +$57.9K | 0.18% | 94 |
|
|
2019
Q4 | $520K | Buy |
4,062
+717
| +21% | +$93.2K | 0.15% | 103 |
|
|
2019
Q3 | $465K | Buy |
3,345
+939
| +39% | +$127K | 0.14% | 106 |
|
|
2019
Q2 | $317K | Hold |
2,406
| – | – | 0.09% | 138 |
|
|
2019
Q1 | $325K | Sell |
2,406
-2,615
| -52% | -$333K | 0.09% | 141 |
|
|
2018
Q4 | $546K | Buy |
5,021
+2,511
| +100% | +$301K | 0.09% | 145 |
|
|
2018
Q3 | $363K | Sell |
2,510
-84
| -3% | -$11.7K | 0.1% | 125 |
|
|
2018
Q2 | $346K | Buy |
2,594
+21
| +0.8% | +$2.93K | 0.11% | 122 |
|
|
2018
Q1 | $377K | Hold |
2,573
| – | – | 0.12% | 107 |
|
|
2017
Q4 | $377K | Sell |
2,573
-262
| -9% | -$38.1K | 0.12% | 108 |
|
|
2017
Q3 | $417K | Sell |
2,835
-52
| -2% | -$7.24K | 0.13% | 102 |
|
|
2017
Q2 | $425K | Sell |
2,887
-191
| -6% | -$28.8K | 0.14% | 98 |
|
|
2017
Q1 | $512K | Buy |
3,078
+141
| +5% | +$23.6K | 0.17% | 86 |
|
|
2016
Q4 | $466K | Hold |
2,937
| – | – | 0.17% | 86 |
|
|
2016
Q3 | $441K | Hold |
2,937
| – | – | 0.16% | 89 |
|
|
2016
Q2 | $426K | Sell |
2,937
-219
| -7% | -$31.3K | 0.16% | 83 |
|
|
2016
Q1 | $457K | Buy |
3,156
+167
| +6% | +$21.3K | 0.18% | 78 |
|
|
2015
Q4 | $393K | Sell |
2,989
-101
| -3% | -$13.6K | 0.16% | 78 |
|
|
2015
Q3 | $428K | Sell |
3,090
-191
| -6% | -$28.2K | 0.17% | 79 |
|
|
2015
Q2 | $510K | Sell |
3,281
-59
| -2% | -$9.48K | 0.19% | 74 |
|
|
2015
Q1 | $512K | Sell |
3,340
-31
| -0.9% | -$4.7K | 0.18% | 78 |
|
|
2014
Q4 | $517K | Buy |
3,371
+12
| +0.4% | +$1.91K | 0.21% | 72 |
|
|
2014
Q3 | $528K | Sell |
3,359
-25
| -0.7% | -$4.55K | 0.21% | 71 |
|
|
2014
Q2 | $586K | Sell |
3,384
-302
| -8% | -$54.4K | 0.24% | 67 |
|
|
2014
Q1 | $678K | Sell |
3,686
-133
| -3% | -$23.4K | 0.29% | 60 |
|
|
2013
Q4 | $685K | Buy |
3,819
+1
| +0% | +$172 | 0.29% | 61 |
|
|
2013
Q3 | $676K | Sell |
3,818
-420
| -10% | -$76.3K | 0.29% | 59 |
|
|
2013
Q2 | $774K | Buy |
+4,238
| New | +$825K | 0.34% | 58 |
|
Other funds holding IBM
VCM
VPM
