IFAM
Institutional & Family Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $443K | Buy |
2,562
+5
| +0.2% | +$865 | 0.07% | 118 |
|
|
2024
Q1 | $488K | Buy |
2,557
+3
| +0.1% | +$573 | 0.08% | 114 |
|
|
2023
Q4 | $418K | Buy |
2,554
+5
| +0.2% | +$818 | 0.07% | 120 |
|
|
2023
Q3 | $358K | Buy |
2,549
+5
| +0.2% | +$702 | 0.06% | 115 |
|
|
2023
Q2 | $340K | Sell |
2,544
-13
| -0.5% | -$1.74K | 0.06% | 122 |
|
|
2023
Q1 | $335K | Buy |
2,557
+24
| +0.9% | +$3.15K | 0.06% | 121 |
|
|
2022
Q4 | $357K | Buy |
2,533
+4
| +0.2% | +$564 | 0.06% | 119 |
|
|
2022
Q3 | $300K | Buy |
2,529
+1,473
| +139% | +$175K | 0.05% | 121 |
|
|
2022
Q2 | $149K | Buy |
1,056
+5
| +0.5% | +$705 | 0.03% | 150 |
|
|
2022
Q1 | $137K | Buy |
1,051
+5
| +0.5% | +$652 | 0.02% | 170 |
|
|
2021
Q4 | $140K | Sell |
1,046
-21
| -2% | -$2.81K | 0.02% | 178 |
|
|
2021
Q3 | $148K | Sell |
1,067
-44
| -4% | -$6.1K | 0.02% | 204 |
|
|
2021
Q2 | $163K | Buy |
1,111
+5
| +0.5% | +$734 | 0.03% | 194 |
|
|
2021
Q1 | $147K | Sell |
1,106
-496
| -31% | -$65.9K | 0.03% | 216 |
|
|
2020
Q4 | $202K | Buy |
1,602
+504
| +46% | +$63.6K | 0.04% | 183 |
|
|
2020
Q3 | $134K | Sell |
1,098
-23
| -2% | -$2.81K | 0.03% | 201 |
|
|
2020
Q2 | $135K | Buy |
1,121
+5
| +0.4% | +$602 | 0.03% | 207 |
|
|
2020
Q1 | $124K | Buy |
1,116
+33
| +3% | +$3.67K | 0.03% | 182 |
|
|
2019
Q4 | $145K | Sell |
1,083
-9
| -0.8% | -$1.21K | 0.03% | 194 |
|
|
2019
Q3 | $159K | Buy |
1,092
+37
| +4% | +$5.39K | 0.03% | 174 |
|
|
2019
Q2 | $146K | Buy |
1,055
+4
| +0.4% | +$554 | 0.03% | 187 |
|
|
2019
Q1 | $148K | Sell |
1,051
-1,309
| -55% | -$184K | 0.03% | 201 |
|
|
2018
Q4 | $268K | Sell |
2,360
-54
| -2% | -$6.13K | 0.06% | 142 |
|
|
2018
Q3 | $365K | Sell |
2,414
-249
| -9% | -$37.6K | 0.07% | 146 |
|
|
2018
Q2 | $372K | Buy |
2,663
+18
| +0.7% | +$2.51K | 0.08% | 131 |
|
|
2018
Q1 | $406K | Buy |
2,645
+37
| +1% | +$5.68K | 0.09% | 124 |
|
|
2017
Q4 | $400K | Sell |
2,608
-14
| -0.5% | -$2.15K | 0.08% | 123 |
|
|
2017
Q3 | $380K | Sell |
2,622
-86
| -3% | -$12.5K | 0.08% | 135 |
|
|
2017
Q2 | $417K | Buy |
2,708
+47
| +2% | +$7.24K | 0.1% | 98 |
|
|
2017
Q1 | $463K | Sell |
2,661
-82
| -3% | -$14.3K | 0.14% | 97 |
|
|
2016
Q4 | $455K | Sell |
2,743
-97
| -3% | -$16.1K | 0.14% | 98 |
|
|
2016
Q3 | $451K | Buy |
2,840
+145
| +5% | +$23K | 0.15% | 93 |
|
|
2016
Q2 | $409K | Sell |
2,695
-215
| -7% | -$32.6K | 0.14% | 95 |
|
|
2016
Q1 | $400K | Buy |
2,910
+450
| +18% | +$61.9K | 0.15% | 100 |
|
|
2015
Q4 | $339K | Buy |
+2,460
| New | +$339K | 0.13% | 101 |
|