Ipswich Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Sell |
13,522
-980
| -7% | -$289K | 0.96% | 31 |
|
|
2025
Q1 | $3.61M | Sell |
14,502
-250
| -2% | -$62.2K | 0.89% | 30 |
|
|
2024
Q4 | $3.24M | Sell |
14,752
-792
| -5% | -$174K | 0.78% | 39 |
|
|
2024
Q3 | $3.44M | Sell |
15,544
-100
| -0.6% | -$22.1K | 0.8% | 37 |
|
|
2024
Q2 | $2.71M | Sell |
15,644
-73
| -0.5% | -$12.6K | 0.63% | 43 |
|
|
2024
Q1 | $3M | Sell |
15,717
-150
| -0.9% | -$28.6K | 0.7% | 41 |
|
|
2023
Q4 | $2.6M | Buy |
15,867
+178
| +1% | +$29.1K | 0.66% | 45 |
|
|
2023
Q3 | $2.2M | Sell |
15,689
-50
| -0.3% | -$7.02K | 0.6% | 47 |
|
|
2023
Q2 | $2.11M | Buy |
15,739
+110
| +0.7% | +$14.7K | 0.55% | 52 |
|
|
2023
Q1 | $2.05M | Buy |
15,629
+250
| +2% | +$32.8K | 0.56% | 53 |
|
|
2022
Q4 | $2.17M | Sell |
15,379
-45
| -0.3% | -$6.34K | 0.62% | 47 |
|
|
2022
Q3 | $1.83M | Sell |
15,424
-1,825
| -11% | -$217K | 0.58% | 53 |
|
|
2022
Q2 | $2.44M | Hold |
17,249
| – | – | 0.7% | 43 |
|
|
2022
Q1 | $2.24M | Buy |
17,249
+15
| +0.1% | +$1.95K | 0.56% | 55 |
|
|
2021
Q4 | $2.3M | Sell |
17,234
-5,498
| -24% | -$735K | 0.54% | 59 |
|
|
2021
Q3 | $3.02M | Buy |
22,732
+194
| +0.9% | +$25.8K | 0.77% | 45 |
|
|
2021
Q2 | $3.16M | Buy |
22,538
+654
| +3% | +$91.7K | 0.81% | 42 |
|
|
2021
Q1 | $2.79M | Buy |
21,884
+83
| +0.4% | +$10.6K | 0.78% | 44 |
|
|
2020
Q4 | $2.62M | Buy |
21,801
+1,342
| +7% | +$162K | 0.79% | 43 |
|
|
2020
Q3 | $2.38M | Buy |
20,459
+2,537
| +14% | +$295K | 0.76% | 43 |
|
|
2020
Q2 | $2.07M | Buy |
17,922
+3,159
| +21% | +$365K | 0.71% | 44 |
|
|
2020
Q1 | $1.57M | Buy |
14,763
+314
| +2% | +$33.3K | 0.62% | 49 |
|
|
2019
Q4 | $1.85M | Sell |
14,449
-42
| -0.3% | -$5.38K | 0.54% | 53 |
|
|
2019
Q3 | $2.02M | Sell |
14,491
-314
| -2% | -$43.7K | 0.64% | 51 |
|
|
2019
Q2 | $1.95M | Sell |
14,805
-45
| -0.3% | -$5.93K | 0.62% | 50 |
|
|
2019
Q1 | $2M | Buy |
14,850
+235
| +2% | +$31.7K | 0.65% | 46 |
|
|
2018
Q4 | $1.59M | Sell |
14,615
-58
| -0.4% | -$6.3K | 0.58% | 51 |
|
|
2018
Q3 | $2.12M | Buy |
14,673
+207
| +1% | +$29.9K | 0.72% | 48 |
|
|
2018
Q2 | $1.93M | Buy |
14,466
+6,851
| +90% | +$915K | 0.89% | 45 |
|
|
2018
Q1 | $1.12M | Sell |
7,615
-52
| -0.7% | -$7.63K | 0.47% | 60 |
|
|
2017
Q4 | $1.13M | Sell |
7,667
-126
| -2% | -$18.5K | 0.48% | 60 |
|
|
2017
Q3 | $1.08M | Hold |
7,793
| – | – | 0.49% | 55 |
|
|
2017
Q2 | $1.15M | Sell |
7,793
-525
| -6% | -$77.2K | 0.54% | 56 |
|
|
2017
Q1 | $1.39M | Sell |
8,318
-21
| -0.3% | -$3.5K | 0.6% | 50 |
|
|
2016
Q4 | $1.32M | Hold |
8,339
| – | – | 0.6% | 51 |
|
|
2016
Q3 | $1.27M | Hold |
8,339
| – | – | 0.62% | 51 |
|
|
2016
Q2 | $1.21M | Sell |
8,339
-157
| -2% | -$22.8K | 0.6% | 52 |
|
|
2016
Q1 | $1.2M | Sell |
8,496
-900
| -10% | -$127K | 0.57% | 52 |
|
|
2015
Q4 | $1.24M | Sell |
9,396
-170
| -2% | -$22.4K | 0.56% | 54 |
|
|
2015
Q3 | $1.33M | Buy |
9,566
+760
| +9% | +$105K | 0.63% | 48 |
|
|
2015
Q2 | $1.37M | Sell |
8,806
-691
| -7% | -$107K | 0.62% | 51 |
|
|
2015
Q1 | $1.46M | Sell |
9,497
-209
| -2% | -$32.1K | 0.64% | 49 |
|
|
2014
Q4 | $1.49M | Sell |
9,706
-837
| -8% | -$128K | 0.63% | 49 |
|
|
2014
Q3 | $1.91M | Sell |
10,543
-2,081
| -16% | -$378K | 0.81% | 45 |
|
|
2014
Q2 | $2.19M | Buy |
12,624
+1,247
| +11% | +$216K | 0.85% | 46 |
|
|
2014
Q1 | $2.09M | Sell |
11,377
-6,787
| -37% | -$1.25M | 0.9% | 44 |
|
|
2013
Q4 | $3.26M | Sell |
18,164
-260
| -1% | -$46.6K | 1.36% | 30 |
|
|
2013
Q3 | $3.26M | Sell |
18,424
-170
| -0.9% | -$30.1K | 1.47% | 25 |
|
|
2013
Q2 | $3.4M | Buy |
+18,594
| New | +$3.4M | 1.47% | 25 |
|