IMS Capital 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 | $354K | Buy |
1,202
+160
| +15% | +$47.2K | 0.17% | 102 |
|
|
2025
Q1 | $259K | Hold |
1,042
| – | – | 0.13% | 119 |
|
|
2024
Q4 | $229K | Hold |
1,042
| – | – | 0.11% | 126 |
|
|
2024
Q3 | $230K | Sell |
1,042
-25
| -2% | -$5.53K | 0.1% | 134 |
|
|
2024
Q2 | $209K | Sell |
1,067
-123
| -10% | -$24.1K | 0.1% | 138 |
|
|
2024
Q1 | $227K | Sell |
1,190
-228
| -16% | -$43.5K | 0.11% | 134 |
|
|
2023
Q4 | $232K | Sell |
1,418
-60
| -4% | -$9.81K | 0.11% | 135 |
|
|
2023
Q3 | $207K | Buy |
+1,478
| New | +$207K | 0.12% | 123 |
|
|
2021
Q1 | – | Sell |
-3,024
| Closed | -$364K | – | 137 |
|
|
2020
Q4 | $364K | Sell |
3,024
-3,640
| -55% | -$438K | 0.23% | 83 |
|
|
2020
Q3 | $775K | Sell |
6,664
-1,887
| -22% | -$219K | 0.56% | 52 |
|
|
2020
Q2 | $987K | Buy |
+8,551
| New | +$987K | 0.76% | 35 |
|
|
2020
Q1 | – | Sell |
-4,294
| Closed | -$550K | – | 124 |
|
|
2019
Q4 | $550K | Sell |
4,294
-337
| -7% | -$43.2K | 0.38% | 76 |
|
|
2019
Q3 | $644K | Buy |
4,631
+3,015
| +187% | +$419K | 0.49% | 56 |
|
|
2019
Q2 | $213K | Sell |
1,616
-514
| -24% | -$67.7K | 0.16% | 116 |
|
|
2019
Q1 | $287K | Buy |
+2,130
| New | +$287K | 0.23% | 95 |
|
|
2018
Q4 | – | Sell |
-1,520
| Closed | -$220K | – | 232 |
|
|
2018
Q3 | $220K | Sell |
1,520
-26
| -2% | -$3.76K | 0.15% | 109 |
|
|
2018
Q2 | $206K | Buy |
+1,546
| New | +$206K | 0.13% | 134 |
|
|
2015
Q4 | – | Sell |
-1,819
| Closed | -$252K | – | 129 |
|
|
2015
Q3 | $252K | Buy |
+1,819
| New | +$252K | 0.3% | 99 |
|
|
2013
Q3 | – | Sell |
-1,190
| Closed | -$217K | – | 145 |
|
|
2013
Q2 | $217K | Buy |
+1,190
| New | +$217K | 0.31% | 106 |
|