Integrated Investment Consultants’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.73M | Hold |
5,871
| – | – | 0.34% | 47 |
|
2025
Q1 | $1.46M | Sell |
5,871
-6,588
| -53% | -$1.64M | 0.29% | 64 |
|
2024
Q4 | $2.74M | Sell |
12,459
-8,213
| -40% | -$1.81M | 0.56% | 37 |
|
2024
Q3 | $1.11M | Buy |
20,672
+17,338
| +520% | +$928K | 0.24% | 58 |
|
2024
Q2 | $637K | Hold |
3,334
| – | – | 0.18% | 97 |
|
2024
Q1 | $637K | Sell |
3,334
-26
| -0.8% | -$4.97K | 0.18% | 97 |
|
2023
Q4 | $550K | Sell |
3,360
-36
| -1% | -$5.89K | 0.17% | 106 |
|
2023
Q3 | $476K | Sell |
3,396
-264
| -7% | -$37K | 0.17% | 104 |
|
2023
Q2 | $490K | Sell |
3,660
-1,877
| -34% | -$251K | 0.16% | 110 |
|
2023
Q1 | $726K | Buy |
5,537
+2,785
| +101% | +$365K | 0.23% | 65 |
|
2022
Q4 | $388K | Sell |
2,752
-823
| -23% | -$116K | 0.13% | 120 |
|
2022
Q3 | $425K | Sell |
3,575
-644
| -15% | -$76.6K | 0.17% | 90 |
|
2022
Q2 | $596K | Sell |
4,219
-146
| -3% | -$20.6K | 0.22% | 72 |
|
2022
Q1 | $568K | Buy |
4,365
+368
| +9% | +$47.9K | 0.15% | 107 |
|
2021
Q4 | $534K | Sell |
3,997
-772
| -16% | -$103K | 0.14% | 125 |
|
2021
Q3 | $633K | Buy |
4,769
+877
| +23% | +$116K | 0.19% | 97 |
|
2021
Q2 | $545K | Buy |
3,892
+600
| +18% | +$84K | 0.16% | 114 |
|
2021
Q1 | $419K | Buy |
3,292
+7
| +0.2% | +$891 | 0.14% | 133 |
|
2020
Q4 | $395K | Hold |
3,285
| – | – | 0.15% | 125 |
|
2020
Q3 | $382K | Sell |
3,285
-163
| -5% | -$19K | 0.18% | 105 |
|
2020
Q2 | $398K | Sell |
3,448
-209
| -6% | -$24.1K | 0.19% | 88 |
|
2020
Q1 | $388K | Sell |
3,657
-523
| -13% | -$55.5K | 0.23% | 80 |
|
2019
Q4 | $536K | Sell |
4,180
-995
| -19% | -$128K | 0.22% | 74 |
|
2019
Q3 | $719K | Sell |
5,175
-260
| -5% | -$36.1K | 0.37% | 53 |
|
2019
Q2 | $717K | Buy |
5,435
+141
| +3% | +$18.6K | 0.37% | 53 |
|
2019
Q1 | $714K | Buy |
5,294
+314
| +6% | +$42.3K | 0.38% | 54 |
|
2018
Q4 | $542K | Buy |
4,980
+465
| +10% | +$50.6K | 0.29% | 62 |
|
2018
Q3 | $653K | Hold |
4,515
| – | – | 0.32% | 48 |
|
2018
Q2 | $603K | Sell |
4,515
-496
| -10% | -$66.2K | 0.32% | 49 |
|
2018
Q1 | $735K | Buy |
+5,011
| New | +$735K | 0.29% | 52 |
|
2017
Q3 | $698K | Buy |
5,032
+334
| +7% | +$46.3K | 0.3% | 50 |
|
2017
Q2 | $691K | Buy |
4,698
+105
| +2% | +$15.4K | 0.31% | 51 |
|
2017
Q1 | $765K | Hold |
4,593
| – | – | 0.35% | 46 |
|
2016
Q4 | $729K | Buy |
4,593
+1,229
| +37% | +$195K | 0.35% | 49 |
|
2016
Q3 | $494K | Hold |
3,364
| – | – | 0.25% | 70 |
|
2016
Q2 | $488K | Buy |
3,364
+549
| +20% | +$79.6K | 0.28% | 67 |
|
2016
Q1 | $402K | Sell |
2,815
-136
| -5% | -$19.4K | 0.23% | 71 |
|
2015
Q4 | $346K | Buy |
+2,951
| New | +$346K | 0.27% | 74 |
|