Hoey Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Hold |
1,926
| – | – | 0.08% | 40 |
|
|
2025
Q1 | $479K | Hold |
1,926
| – | – | 0.09% | 40 |
|
|
2024
Q4 | $423K | Buy |
1,926
+932
| +94% | +$205K | 0.07% | 53 |
|
|
2024
Q3 | $172K | Hold |
994
| – | – | 0.03% | 79 |
|
|
2024
Q2 | $172K | Sell |
994
-50
| -5% | -$8.65K | 0.03% | 79 |
|
|
2024
Q1 | $199K | Sell |
1,044
-651
| -38% | -$124K | 0.04% | 77 |
|
|
2023
Q4 | $277K | Sell |
1,695
-400
| -19% | -$65.4K | 0.08% | 66 |
|
|
2023
Q3 | $294K | Sell |
2,095
-312
| -13% | -$43.8K | 0.1% | 70 |
|
|
2023
Q2 | $322K | Sell |
2,407
-2,600
| -52% | -$348K | 0.1% | 73 |
|
|
2023
Q1 | $656K | Sell |
5,007
-491
| -9% | -$64.4K | 0.26% | 56 |
|
|
2022
Q4 | $775K | Sell |
5,498
-385
| -7% | -$54.2K | 0.33% | 49 |
|
|
2022
Q3 | $699K | Buy |
5,883
+885
| +18% | +$105K | 0.27% | 54 |
|
|
2022
Q2 | $706K | Buy |
4,998
+12
| +0.2% | +$1.7K | 0.3% | 35 |
|
|
2022
Q1 | $648K | Sell |
4,986
-20
| -0.4% | -$2.6K | 0.18% | 37 |
|
|
2021
Q4 | $669K | Buy |
5,006
+2,568
| +105% | +$343K | 0.17% | 38 |
|
|
2021
Q3 | $324K | Buy |
2,438
+366
| +18% | +$48.6K | 0.1% | 53 |
|
|
2021
Q2 | $290K | Sell |
2,072
-624
| -23% | -$87.3K | 0.09% | 57 |
|
|
2021
Q1 | $343K | Sell |
2,696
-333
| -11% | -$42.4K | 0.12% | 48 |
|
|
2020
Q4 | $365K | Sell |
3,029
-255
| -8% | -$30.7K | 0.13% | 45 |
|
|
2020
Q3 | $382K | Buy |
3,284
+646
| +24% | +$75.1K | 0.15% | 38 |
|
|
2020
Q2 | $305K | Sell |
2,638
-222
| -8% | -$25.7K | 0.15% | 42 |
|
|
2020
Q1 | $303K | Sell |
2,860
-15,080
| -84% | -$1.6M | 0.21% | 32 |
|
|
2019
Q4 | $2.3M | Buy |
+17,940
| New | +$2.3M | 1.63% | 19 |
|