Intellectus Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.61M | Buy |
6,635
+3,548
| +115% | +$960K | 0.33% | 79 |
|
|
2025
Q4 | $914K | Sell |
3,087
-2,419
| -44% | -$724K | 0.18% | 145 |
|
|
2025
Q3 | $1.55M | Buy |
5,506
+2,474
| +82% | +$648K | 0.3% | 88 |
|
|
2025
Q2 | $894K | Hold |
3,032
| – | – | 0.19% | 139 |
|
|
2025
Q1 | $754K | Sell |
3,032
-16
| -0.5% | -$3.91K | 0.19% | 148 |
|
|
2024
Q4 | $670K | Sell |
3,048
-1,905
| -38% | -$424K | 0.15% | 170 |
|
|
2024
Q3 | $1.1M | Buy |
4,953
+158
| +3% | +$31K | 0.28% | 107 |
|
|
2024
Q2 | $829K | Buy |
4,795
+1,750
| +57% | +$304K | 0.23% | 123 |
|
|
2024
Q1 | $581K | Buy |
+3,045
| New | +$556K | 0.15% | 171 |
|
|
2023
Q2 | – | Sell |
-4,225
| Closed | -$554K | – | 272 |
|
|
2023
Q1 | $554K | Buy |
+4,225
| New | +$565K | 0.17% | 160 |
|
|
2019
Q2 | – | Sell |
-312
| Closed | -$42K | – | 285 |
|
|
2019
Q1 | $42K | Hold |
312
| – | – | 0.02% | 265 |
|
|
2018
Q4 | $34K | Sell |
312
-20,890
| -99% | -$2.51M | 0.02% | 164 |
|
|
2018
Q3 | $3.06M | Sell |
21,202
-7,680
| -27% | -$1.07M | 1.08% | 15 |
|
|
2018
Q2 | $3.86M | Buy |
28,882
+2,232
| +8% | +$311K | 1.41% | 10 |
|
|
2018
Q1 | $3.91M | Sell |
26,650
-657
| -2% | -$99.4K | 1.35% | 10 |
|
|
2017
Q4 | $4M | Buy |
27,307
+2,057
| +8% | +$299K | 1.5% | 9 |
|
|
2017
Q3 | $3.5M | Buy |
25,250
+1,718
| +7% | +$239K | 1.45% | 8 |
|
|
2017
Q2 | $3.46M | Buy |
23,532
+5,941
| +34% | +$896K | 1.56% | 7 |
|
|
2017
Q1 | $2.93M | Buy |
17,591
+1,565
| +10% | +$262K | 1.49% | 9 |
|
|
2016
Q4 | $2.54M | Buy |
+16,026
| New | +$2.44M | 1.32% | 11 |
|
Other funds holding IBM
VCM
VPM
