IIM
Ironwood Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
6,429
-96
| -1% | -$28.3K | 0.92% | 29 |
|
|
2025
Q1 | $1.62M | Hold |
6,525
| – | – | 0.88% | 35 |
|
|
2024
Q4 | $1.43M | Hold |
6,525
| – | – | 0.71% | 42 |
|
|
2024
Q3 | $1.44M | Sell |
6,525
-35
| -0.5% | -$7.74K | 0.7% | 46 |
|
|
2024
Q2 | $1.13M | Hold |
6,560
| – | – | 0.61% | 51 |
|
|
2024
Q1 | $1.25M | Hold |
6,560
| – | – | 0.61% | 48 |
|
|
2023
Q4 | $1.07M | Sell |
6,560
-364
| -5% | -$59.5K | 0.56% | 52 |
|
|
2023
Q3 | $971K | Hold |
6,924
| – | – | 0.59% | 53 |
|
|
2023
Q2 | $927K | Hold |
6,924
| – | – | 0.53% | 59 |
|
|
2023
Q1 | $908K | Buy |
6,924
+480
| +7% | +$62.9K | 0.57% | 59 |
|
|
2022
Q4 | $908K | Sell |
6,444
-915
| -12% | -$129K | 0.6% | 58 |
|
|
2022
Q3 | $874K | Sell |
7,359
-480
| -6% | -$57K | 0.61% | 58 |
|
|
2022
Q2 | $1.11M | Sell |
7,839
-1,200
| -13% | -$169K | 0.74% | 48 |
|
|
2022
Q1 | $1.18M | Hold |
9,039
| – | – | 0.64% | 48 |
|
|
2021
Q4 | $1.21M | Hold |
9,039
| – | – | 0.6% | 54 |
|
|
2021
Q3 | $1.26M | Sell |
9,039
-100
| -1% | -$13.9K | 0.65% | 49 |
|
|
2021
Q2 | $1.34M | Hold |
9,139
| – | – | 0.68% | 46 |
|
|
2021
Q1 | $1.22M | Sell |
9,139
-90
| -1% | -$12K | 0.64% | 50 |
|
|
2020
Q4 | $1.16M | Sell |
9,229
-177
| -2% | -$22.3K | 0.68% | 50 |
|
|
2020
Q3 | $1.14M | Buy |
9,406
+50
| +0.5% | +$6.08K | 0.82% | 33 |
|
|
2020
Q2 | $1.13M | Sell |
9,356
-150
| -2% | -$18.1K | 0.88% | 33 |
|
|
2020
Q1 | $1.06M | Buy |
9,506
+2,795
| +42% | +$310K | 1.06% | 24 |
|
|
2019
Q4 | $900K | Sell |
6,711
-263
| -4% | -$35.3K | 0.62% | 48 |
|
|
2019
Q3 | $1.01M | Buy |
6,974
+63
| +0.9% | +$9.16K | 0.76% | 39 |
|
|
2019
Q2 | $953K | Hold |
6,911
| – | – | 0.74% | 42 |
|
|
2019
Q1 | $975K | Hold |
6,911
| – | – | 0.79% | 39 |
|
|
2018
Q4 | $786K | Buy |
6,911
+37
| +0.5% | +$4.21K | 0.73% | 42 |
|
|
2018
Q3 | $1.04M | Sell |
6,874
-10
| -0.1% | -$1.51K | 0.73% | 43 |
|
|
2018
Q2 | $962K | Hold |
6,884
| – | – | 0.68% | 48 |
|
|
2018
Q1 | $1.06M | Sell |
6,884
-10
| -0.1% | -$1.53K | 0.77% | 41 |
|
|
2017
Q4 | $1.06M | Hold |
6,894
| – | – | 0.76% | 41 |
|
|
2017
Q3 | $1M | Sell |
6,894
-2,053
| -23% | -$298K | 0.7% | 48 |
|
|
2017
Q2 | $1.38M | Buy |
8,947
+26
| +0.3% | +$4K | 1% | 28 |
|
|
2017
Q1 | $1.55M | Buy |
8,921
+33
| +0.4% | +$5.75K | 1.16% | 20 |
|
|
2016
Q4 | $1.48M | Sell |
8,888
-340
| -4% | -$56.4K | 1.08% | 23 |
|
|
2016
Q3 | $1.47M | Buy |
9,228
+752
| +9% | +$119K | 1.13% | 21 |
|
|
2016
Q2 | $1.29M | Buy |
8,476
+4
| +0% | +$607 | 0.96% | 30 |
|
|
2016
Q1 | $1.28M | Buy |
8,472
+108
| +1% | +$16.4K | 0.84% | 43 |
|
|
2015
Q4 | $1.15M | Buy |
8,364
+138
| +2% | +$19K | 0.47% | 81 |
|
|
2015
Q3 | $1.19M | Buy |
8,226
+224
| +3% | +$32.5K | 0.44% | 74 |
|
|
2015
Q2 | $1.3M | Buy |
8,002
+485
| +6% | +$78.9K | 0.3% | 86 |
|
|
2015
Q1 | $1.21M | Sell |
7,517
-281
| -4% | -$45.1K | 0.22% | 96 |
|
|
2014
Q4 | $1.25M | Buy |
7,798
+55
| +0.7% | +$8.82K | 0.23% | 94 |
|
|
2014
Q3 | $1.47M | Buy |
7,743
+39
| +0.5% | +$7.4K | 0.27% | 90 |
|
|
2014
Q2 | $1.4M | Buy |
7,704
+30
| +0.4% | +$5.44K | 0.22% | 95 |
|
|
2014
Q1 | $1.48M | Sell |
7,674
-72
| -0.9% | -$13.9K | 0.21% | 89 |
|
|
2013
Q4 | $1.45M | Buy |
7,746
+125
| +2% | +$23.4K | 0.2% | 89 |
|
|
2013
Q3 | $1.41M | Buy |
7,621
+60
| +0.8% | +$11.1K | 0.22% | 91 |
|
|
2013
Q2 | $1.45M | Buy |
+7,561
| New | +$1.45M | 0.26% | 87 |
|