Investment House LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Hold |
14,500
| – | – | 0.22% | 85 |
|
|
2025
Q1 | $3.61M | Sell |
14,500
-75
| -0.5% | -$18.7K | 0.21% | 88 |
|
|
2024
Q4 | $3.2M | Sell |
14,575
-100
| -0.7% | -$22K | 0.17% | 91 |
|
|
2024
Q3 | $3.24M | Buy |
14,675
+75
| +0.5% | +$16.6K | 0.18% | 94 |
|
|
2024
Q2 | $2.53M | Buy |
14,600
+1,475
| +11% | +$255K | 0.14% | 95 |
|
|
2024
Q1 | $2.51M | Buy |
13,125
+8,900
| +211% | +$1.7M | 0.15% | 96 |
|
|
2023
Q4 | $691K | Buy |
4,225
+150
| +4% | +$24.5K | 0.05% | 135 |
|
|
2023
Q3 | $572K | Hold |
4,075
| – | – | 0.05% | 136 |
|
|
2023
Q2 | $545K | Sell |
4,075
-3,955
| -49% | -$529K | 0.04% | 143 |
|
|
2023
Q1 | $1.05M | Buy |
8,030
+400
| +5% | +$52.4K | 0.09% | 113 |
|
|
2022
Q4 | $1.07M | Buy |
7,630
+75
| +1% | +$10.6K | 0.1% | 95 |
|
|
2022
Q3 | $898K | Buy |
7,555
+125
| +2% | +$14.9K | 0.08% | 103 |
|
|
2022
Q2 | $1.05M | Buy |
7,430
+75
| +1% | +$10.6K | 0.09% | 99 |
|
|
2022
Q1 | $956K | Sell |
7,355
-625
| -8% | -$81.2K | 0.07% | 108 |
|
|
2021
Q4 | $1.07M | Sell |
7,980
-2,388
| -23% | -$319K | 0.07% | 111 |
|
|
2021
Q3 | $1.38M | Sell |
10,368
-2,385
| -19% | -$317K | 0.1% | 99 |
|
|
2021
Q2 | $1.79M | Buy |
12,753
+3,473
| +37% | +$487K | 0.13% | 95 |
|
|
2021
Q1 | $1.18M | Sell |
9,280
-11,768
| -56% | -$1.5M | 0.09% | 109 |
|
|
2020
Q4 | $2.53M | Sell |
21,048
-554
| -3% | -$66.7K | 0.18% | 87 |
|
|
2020
Q3 | $2.51M | Sell |
21,602
-265
| -1% | -$30.8K | 0.2% | 81 |
|
|
2020
Q2 | $2.53M | Sell |
21,867
-1,851
| -8% | -$214K | 0.22% | 81 |
|
|
2020
Q1 | $2.52M | Sell |
23,718
-797
| -3% | -$84.5K | 0.29% | 71 |
|
|
2019
Q4 | $3.14M | Sell |
24,515
-2,526
| -9% | -$324K | 0.29% | 73 |
|
|
2019
Q3 | $3.76M | Buy |
27,041
+131
| +0.5% | +$18.2K | 0.38% | 68 |
|
|
2019
Q2 | $3.55M | Sell |
26,910
-534
| -2% | -$70.4K | 0.37% | 68 |
|
|
2019
Q1 | $3.7M | Sell |
27,444
-1,548
| -5% | -$209K | 0.4% | 67 |
|
|
2018
Q4 | $3.15M | Sell |
28,992
-4,242
| -13% | -$461K | 0.39% | 71 |
|
|
2018
Q3 | $4.8M | Sell |
33,234
-679
| -2% | -$98.2K | 0.51% | 57 |
|
|
2018
Q2 | $4.53M | Sell |
33,913
-2,228
| -6% | -$298K | 0.52% | 56 |
|
|
2018
Q1 | $5.3M | Sell |
36,141
-6,603
| -15% | -$968K | 0.65% | 52 |
|
|
2017
Q4 | $6.27M | Buy |
42,744
+2,201
| +5% | +$323K | 0.76% | 40 |
|
|
2017
Q3 | $5.62M | Buy |
40,543
+10,769
| +36% | +$1.49M | 0.73% | 44 |
|
|
2017
Q2 | $4.38M | Sell |
29,774
-157
| -0.5% | -$23.1K | 0.59% | 56 |
|
|
2017
Q1 | $4.98M | Buy |
29,931
+15
| +0.1% | +$2.5K | 0.7% | 49 |
|
|
2016
Q4 | $4.75M | Hold |
29,916
| – | – | 0.72% | 49 |
|
|
2016
Q3 | $4.54M | Hold |
29,916
| – | – | 0.68% | 50 |
|
|
2016
Q2 | $4.34M | Sell |
29,916
-805
| -3% | -$117K | 0.7% | 54 |
|
|
2016
Q1 | $4.45M | Buy |
30,721
+157
| +0.5% | +$22.7K | 0.71% | 51 |
|
|
2015
Q4 | $4.02M | Sell |
30,564
-1,234
| -4% | -$162K | 0.66% | 56 |
|
|
2015
Q3 | $4.41M | Sell |
31,798
-1,093
| -3% | -$151K | 0.77% | 45 |
|
|
2015
Q2 | $5.11M | Sell |
32,891
-791
| -2% | -$123K | 0.82% | 43 |
|
|
2015
Q1 | $5.17M | Sell |
33,682
-6,559
| -16% | -$1.01M | 0.83% | 43 |
|
|
2014
Q4 | $6.17M | Sell |
40,241
-3,818
| -9% | -$586K | 1% | 33 |
|
|
2014
Q3 | $8M | Sell |
44,059
-455
| -1% | -$82.6K | 1.33% | 24 |
|
|
2014
Q2 | $7.71M | Sell |
44,514
-1,956
| -4% | -$339K | 1.32% | 22 |
|
|
2014
Q1 | $8.55M | Sell |
46,470
-12,530
| -21% | -$2.31M | 1.52% | 16 |
|
|
2013
Q4 | $10.6M | Sell |
59,000
-4,288
| -7% | -$769K | 1.91% | 10 |
|
|
2013
Q3 | $11.2M | Sell |
63,288
-16,841
| -21% | -$2.98M | 2.27% | 9 |
|
|
2013
Q2 | $14.6M | Buy |
+80,129
| New | +$14.6M | 3.17% | 5 |
|