Independent Investors Inc’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Hold |
2,350
| – | – | 0.15% | 53 |
|
|
2025
Q1 | $584K | Hold |
2,350
| – | – | 0.12% | 52 |
|
|
2024
Q4 | $517K | Hold |
2,350
| – | – | 0.1% | 53 |
|
|
2024
Q3 | $520K | Hold |
2,350
| – | – | 0.11% | 52 |
|
|
2024
Q2 | $406K | Hold |
2,350
| – | – | 0.09% | 53 |
|
|
2024
Q1 | $449K | Hold |
2,350
| – | – | 0.11% | 53 |
|
|
2023
Q4 | $384K | Sell |
2,350
-700
| -23% | -$114K | 0.09% | 54 |
|
|
2023
Q3 | $428K | Hold |
3,050
| – | – | 0.11% | 55 |
|
|
2023
Q2 | $408K | Hold |
3,050
| – | – | 0.09% | 54 |
|
|
2023
Q1 | $400K | Hold |
3,050
| – | – | 0.1% | 56 |
|
|
2022
Q4 | $430K | Hold |
3,050
| – | – | 0.12% | 54 |
|
|
2022
Q3 | $362K | Hold |
3,050
| – | – | 0.1% | 56 |
|
|
2022
Q2 | $431K | Sell |
3,050
-1,000
| -25% | -$141K | 0.12% | 56 |
|
|
2022
Q1 | $527K | Hold |
4,050
| – | – | 0.12% | 57 |
|
|
2021
Q4 | $541K | Sell |
4,050
-605
| -13% | -$80.8K | 0.12% | 58 |
|
|
2021
Q3 | $618K | Hold |
4,655
| – | – | 0.15% | 58 |
|
|
2021
Q2 | $652K | Hold |
4,655
| – | – | 0.16% | 56 |
|
|
2021
Q1 | $593K | Hold |
4,655
| – | – | 0.16% | 59 |
|
|
2020
Q4 | $560K | Sell |
4,655
-11,924
| -72% | -$1.43M | 0.15% | 57 |
|
|
2020
Q3 | $1.93M | Hold |
16,579
| – | – | 0.56% | 32 |
|
|
2020
Q2 | $1.91M | Sell |
16,579
-105
| -0.6% | -$12.1K | 0.65% | 30 |
|
|
2020
Q1 | $1.77M | Sell |
16,684
-42
| -0.3% | -$4.45K | 0.73% | 30 |
|
|
2019
Q4 | $2.14M | Sell |
16,726
-242
| -1% | -$31K | 0.71% | 30 |
|
|
2019
Q3 | $2.36M | Hold |
16,968
| – | – | 0.89% | 28 |
|
|
2019
Q2 | $2.24M | Sell |
16,968
-25
| -0.1% | -$3.3K | 0.86% | 30 |
|
|
2019
Q1 | $2.29M | Sell |
16,993
-109
| -0.6% | -$14.7K | 0.89% | 28 |
|
|
2018
Q4 | $1.86M | Sell |
17,102
-419
| -2% | -$45.5K | 0.81% | 30 |
|
|
2018
Q3 | $2.53M | Sell |
17,521
-104
| -0.6% | -$15K | 0.89% | 26 |
|
|
2018
Q2 | $2.35M | Sell |
17,625
-628
| -3% | -$83.8K | 0.92% | 26 |
|
|
2018
Q1 | $2.68M | Sell |
18,253
-209
| -1% | -$30.7K | 1.07% | 24 |
|
|
2017
Q4 | $2.71M | Sell |
18,462
-1,098
| -6% | -$161K | 1.05% | 24 |
|
|
2017
Q3 | $2.71M | Sell |
19,560
-366
| -2% | -$50.7K | 1.13% | 24 |
|
|
2017
Q2 | $2.93M | Sell |
19,926
-2,496
| -11% | -$367K | 1.27% | 23 |
|
|
2017
Q1 | $3.73M | Sell |
22,422
-209
| -0.9% | -$34.8K | 1.59% | 15 |
|
|
2016
Q4 | $3.59M | Hold |
22,631
| – | – | 1.66% | 15 |
|
|
2016
Q3 | $3.44M | Sell |
22,631
-1,004
| -4% | -$152K | 1.59% | 18 |
|
|
2016
Q2 | $3.43M | Sell |
23,635
-523
| -2% | -$75.9K | 1.66% | 18 |
|
|
2016
Q1 | $3.5M | Sell |
24,158
-210
| -0.9% | -$30.4K | 1.69% | 16 |
|
|
2015
Q4 | $3.21M | Sell |
24,368
-2,824
| -10% | -$371K | 1.55% | 19 |
|
|
2015
Q3 | $3.77M | Sell |
27,192
-104
| -0.4% | -$14.4K | 1.87% | 13 |
|
|
2015
Q2 | $4.24M | Sell |
27,296
-314
| -1% | -$48.8K | 1.92% | 12 |
|
|
2015
Q1 | $4.24M | Sell |
27,610
-1,308
| -5% | -$201K | 1.92% | 11 |
|
|
2014
Q4 | $4.44M | Sell |
28,918
-1,341
| -4% | -$206K | 1.95% | 12 |
|
|
2014
Q3 | $5.49M | Sell |
30,259
-418
| -1% | -$75.9K | 2.47% | 6 |
|
|
2014
Q2 | $5.32M | Sell |
30,677
-209
| -0.7% | -$36.2K | 2.41% | 7 |
|
|
2014
Q1 | $5.68M | Hold |
30,886
| – | – | 2.73% | 6 |
|
|
2013
Q4 | $5.54M | Buy |
30,886
+2,406
| +8% | +$431K | 2.67% | 6 |
|
|
2013
Q3 | $5.04M | Buy |
28,480
+104
| +0.4% | +$18.4K | 2.66% | 6 |
|
|
2013
Q2 | $5.18M | Buy |
+28,376
| New | +$5.18M | 2.86% | 6 |
|