Investment Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $975K | Sell |
3,306
-426
| -11% | -$126K | 0.37% | 62 |
|
|
2025
Q1 | $928K | Sell |
3,732
-222
| -6% | -$55.2K | 0.38% | 63 |
|
|
2024
Q4 | $869K | Sell |
3,954
-41
| -1% | -$9.01K | 0.36% | 69 |
|
|
2024
Q3 | $883K | Sell |
3,995
-44
| -1% | -$9.73K | 0.37% | 66 |
|
|
2024
Q2 | $698K | Buy |
4,039
+7
| +0.2% | +$1.21K | 0.31% | 75 |
|
|
2024
Q1 | $770K | Buy |
4,032
+5
| +0.1% | +$955 | 0.35% | 73 |
|
|
2023
Q4 | $659K | Sell |
4,027
-413
| -9% | -$67.5K | 0.32% | 81 |
|
|
2023
Q3 | $623K | Sell |
4,440
-438
| -9% | -$61.5K | 0.33% | 75 |
|
|
2023
Q2 | $653K | Sell |
4,878
-1,929
| -28% | -$258K | 0.34% | 75 |
|
|
2023
Q1 | $892K | Buy |
6,807
+248
| +4% | +$32.5K | 0.47% | 63 |
|
|
2022
Q4 | $924K | Sell |
6,559
-9,043
| -58% | -$1.27M | 0.49% | 63 |
|
|
2022
Q3 | $1.85M | Buy |
15,602
+9,358
| +150% | +$1.11M | 0.55% | 53 |
|
|
2022
Q2 | $882K | Buy |
6,244
+5
| +0.1% | +$706 | 0.43% | 62 |
|
|
2022
Q1 | $811K | Sell |
6,239
-162
| -3% | -$21.1K | 0.34% | 68 |
|
|
2021
Q4 | $856K | Buy |
6,401
+1,700
| +36% | +$227K | 0.35% | 68 |
|
|
2021
Q3 | $624K | Sell |
4,701
-25
| -0.5% | -$3.32K | 0.28% | 77 |
|
|
2021
Q2 | $662K | Buy |
4,726
+82
| +2% | +$11.5K | 0.3% | 69 |
|
|
2021
Q1 | $592K | Sell |
4,644
-273
| -6% | -$34.8K | 0.29% | 71 |
|
|
2020
Q4 | $592K | Buy |
4,917
+1,055
| +27% | +$127K | 0.31% | 69 |
|
|
2020
Q3 | $449K | Sell |
3,862
-827
| -18% | -$96.1K | 0.27% | 75 |
|
|
2020
Q2 | $541K | Sell |
4,689
-285
| -6% | -$32.9K | 0.32% | 73 |
|
|
2020
Q1 | $528K | Buy |
4,974
+218
| +5% | +$23.1K | 0.38% | 67 |
|
|
2019
Q4 | $609K | Buy |
4,756
+8
| +0.2% | +$1.02K | 0.41% | 68 |
|
|
2019
Q3 | $660K | Buy |
4,748
+112
| +2% | +$15.6K | 0.48% | 58 |
|
|
2019
Q2 | $611K | Sell |
4,636
-100
| -2% | -$13.2K | 0.44% | 63 |
|
|
2019
Q1 | $639K | Buy |
4,736
+286
| +6% | +$38.6K | 0.46% | 63 |
|
|
2018
Q4 | $484K | Sell |
4,450
-475
| -10% | -$51.7K | 0.41% | 67 |
|
|
2018
Q3 | $231 | Buy |
4,925
+11
| +0.2% | +$1 | 0.13% | 106 |
|
|
2018
Q2 | $656K | Sell |
4,914
-472
| -9% | -$63K | 0.49% | 58 |
|
|
2018
Q1 | $790K | Buy |
5,386
+55
| +1% | +$8.07K | 0.59% | 54 |
|
|
2017
Q4 | $782K | Buy |
5,331
+1,239
| +30% | +$182K | 0.58% | 57 |
|
|
2017
Q3 | $568K | Buy |
4,092
+4
| +0.1% | +$555 | 0.49% | 62 |
|
|
2017
Q2 | $601K | Sell |
4,088
-475
| -10% | -$69.8K | 0.55% | 62 |
|
|
2017
Q1 | $760K | Buy |
4,563
+7
| +0.2% | +$1.17K | 0.73% | 50 |
|
|
2016
Q4 | $723K | Sell |
4,556
-7,696
| -63% | -$1.22M | 0.71% | 54 |
|
|
2016
Q3 | $1.86M | Buy |
12,252
+7,500
| +158% | +$1.14M | 1.05% | 33 |
|
|
2016
Q2 | $690K | Sell |
4,752
-7,495
| -61% | -$1.09M | 0.69% | 57 |
|
|
2016
Q1 | $1.61M | Buy |
12,247
+7,464
| +156% | +$982K | 1.05% | 31 |
|
|
2015
Q4 | $630K | Buy |
4,783
+7
| +0.1% | +$922 | 0.76% | 54 |
|
|
2015
Q3 | $661K | Sell |
4,776
-155
| -3% | -$21.5K | 0.87% | 49 |
|
|
2015
Q2 | $764K | Sell |
4,931
-152
| -3% | -$23.6K | 0.92% | 47 |
|
|
2015
Q1 | $779K | Sell |
5,083
-452
| -8% | -$69.3K | 0.86% | 45 |
|
|
2014
Q4 | $848K | Buy |
+5,535
| New | +$848K | 0.98% | 37 |
|