J. Goldman & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,778
| Closed | -$2.59M | – | 395 |
|
|
2024
Q4 | $2.59M | Buy |
11,778
+6,991
| +146% | +$1.54M | 0.07% | 189 |
|
|
2024
Q3 | $1.06M | Sell |
4,787
-5,305
| -53% | -$1.17M | 0.03% | 199 |
|
|
2024
Q2 | $1.75M | Sell |
10,092
-35,710
| -78% | -$6.18M | 0.05% | 174 |
|
|
2024
Q1 | $8.75M | Buy |
+45,802
| New | +$8.75M | 0.28% | 84 |
|
|
2022
Q1 | – | Sell |
-23,396
| Closed | -$3.13M | – | 280 |
|
|
2021
Q4 | $3.13M | Sell |
23,396
-272,541
| -92% | -$36.4M | 0.17% | 112 |
|
|
2021
Q3 | $39.3M | Buy |
+295,937
| New | +$39.3M | 1.97% | 1 |
|
|
2020
Q3 | – | Sell |
-109,134
| Closed | -$12.6M | – | 264 |
|
|
2020
Q2 | $12.6M | Buy |
+109,134
| New | +$12.6M | 0.78% | 21 |
|
|
2018
Q4 | – | Sell |
-37,798
| Closed | -$5.46M | – | 185 |
|
|
2018
Q3 | $5.46M | Buy |
+37,798
| New | +$5.46M | 0.38% | 53 |
|
|
2018
Q2 | – | Sell |
-119,514
| Closed | -$17.5M | – | 272 |
|
|
2018
Q1 | $17.5M | Buy |
119,514
+34,198
| +40% | +$5.02M | 0.75% | 13 |
|
|
2017
Q4 | $12.5M | Buy |
+85,316
| New | +$12.5M | 0.66% | 25 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 235 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 232 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 239 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 230 |
|
|
2014
Q2 | – | Sell |
-10,460
| Closed | -$1.93M | – | 185 |
|
|
2014
Q1 | $1.93M | Buy |
+10,460
| New | +$1.93M | 0.14% | 98 |
|
|
2013
Q3 | – | Sell |
-47,070
| Closed | -$8.6M | – | 186 |
|
|
2013
Q2 | $8.6M | Buy |
+47,070
| New | +$8.6M | 0.88% | 14 |
|