JMFC
J.M. Forbes & Co’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5M | Buy |
69,696
+86
| +0.1% | +$25.4K | 1.88% | 13 |
|
|
2025
Q1 | $17.3M | Buy |
69,610
+2,623
| +4% | +$652K | 1.68% | 18 |
|
|
2024
Q4 | $14.7M | Buy |
66,987
+328
| +0.5% | +$72.1K | 1.42% | 22 |
|
|
2024
Q3 | $14.7M | Sell |
66,659
-517
| -0.8% | -$114K | 1.44% | 24 |
|
|
2024
Q2 | $11.6M | Buy |
67,176
+865
| +1% | +$150K | 1.19% | 29 |
|
|
2024
Q1 | $12.7M | Sell |
66,311
-381
| -0.6% | -$72.8K | 1.37% | 25 |
|
|
2023
Q4 | $10.9M | Buy |
66,692
+848
| +1% | +$139K | 1.27% | 29 |
|
|
2023
Q3 | $9.24M | Buy |
65,844
+524
| +0.8% | +$73.5K | 1.2% | 29 |
|
|
2023
Q2 | $8.74M | Sell |
65,320
-17,255
| -21% | -$2.31M | 1.09% | 36 |
|
|
2023
Q1 | $10.8M | Buy |
82,575
+1,346
| +2% | +$176K | 1.48% | 29 |
|
|
2022
Q4 | $11.4M | Buy |
81,229
+88
| +0.1% | +$12.4K | 1.65% | 27 |
|
|
2022
Q3 | $9.64M | Buy |
81,141
+1,021
| +1% | +$121K | 1.51% | 28 |
|
|
2022
Q2 | $11.3M | Sell |
80,120
-62
| -0.1% | -$8.75K | 1.66% | 23 |
|
|
2022
Q1 | $10.4M | Sell |
80,182
-139
| -0.2% | -$18.1K | 1.32% | 31 |
|
|
2021
Q4 | $10.7M | Sell |
80,321
-340
| -0.4% | -$45.4K | 1.23% | 36 |
|
|
2021
Q3 | $11.2M | Buy |
80,661
+1,180
| +1% | +$164K | 1.41% | 30 |
|
|
2021
Q2 | $11.7M | Buy |
79,481
+100
| +0.1% | +$14.7K | 1.47% | 28 |
|
|
2021
Q1 | $10.6M | Buy |
79,381
+1,629
| +2% | +$217K | 1.47% | 29 |
|
|
2020
Q4 | $9.79M | Buy |
77,752
+579
| +0.8% | +$72.9K | 1.44% | 29 |
|
|
2020
Q3 | $9.39M | Buy |
77,173
+1,911
| +3% | +$233K | 1.5% | 27 |
|
|
2020
Q2 | $9.09M | Buy |
75,262
+1,681
| +2% | +$203K | 1.62% | 27 |
|
|
2020
Q1 | $8.16M | Buy |
73,581
+69,797
| +1,845% | +$7.74M | 1.82% | 25 |
|
|
2019
Q4 | $507K | Buy |
3,784
+2
| +0.1% | +$268 | 0.08% | 73 |
|
|
2019
Q3 | $550K | Hold |
3,782
| – | – | 0.11% | 68 |
|
|
2019
Q2 | $522K | Sell |
3,782
-65
| -2% | -$8.97K | 0.1% | 68 |
|
|
2019
Q1 | $543K | Sell |
3,847
-250
| -6% | -$35.3K | 0.12% | 66 |
|
|
2018
Q4 | $466K | Hold |
4,097
| – | – | 0.11% | 68 |
|
|
2018
Q3 | $620K | Sell |
4,097
-35
| -0.8% | -$5.3K | 0.13% | 66 |
|
|
2018
Q2 | $577K | Buy |
4,132
+35
| +0.9% | +$4.89K | 0.13% | 67 |
|
|
2018
Q1 | $629K | Buy |
4,097
+23
| +0.6% | +$3.53K | 0.15% | 64 |
|
|
2017
Q4 | $625K | Buy |
4,074
+300
| +8% | +$46K | 0.14% | 66 |
|
|
2017
Q3 | $547K | Hold |
3,774
| – | – | 0.14% | 66 |
|
|
2017
Q2 | $580K | Sell |
3,774
-35
| -0.9% | -$5.38K | 0.15% | 63 |
|
|
2017
Q1 | $663K | Hold |
3,809
| – | – | 0.17% | 58 |
|
|
2016
Q4 | $632K | Sell |
3,809
-100
| -3% | -$16.6K | 0.17% | 56 |
|
|
2016
Q3 | $621K | Buy |
3,909
+715
| +22% | +$114K | 0.17% | 57 |
|
|
2016
Q2 | $484K | Sell |
3,194
-11
| -0.3% | -$1.67K | 0.13% | 62 |
|
|
2016
Q1 | $485K | Sell |
3,205
-35
| -1% | -$5.3K | 0.14% | 56 |
|
|
2015
Q4 | $445K | Buy |
3,240
+35
| +1% | +$4.81K | 0.12% | 60 |
|
|
2015
Q3 | $464K | Hold |
3,205
| – | – | 0.13% | 57 |
|
|
2015
Q2 | $521K | Hold |
3,205
| – | – | 0.14% | 56 |
|
|
2015
Q1 | $514K | Sell |
3,205
-200
| -6% | -$32.1K | 0.14% | 60 |
|
|
2014
Q4 | $539K | Sell |
3,405
-178
| -5% | -$28.2K | 0.14% | 58 |
|
|
2014
Q3 | $680K | Sell |
3,583
-1,206
| -25% | -$229K | 0.17% | 54 |
|
|
2014
Q2 | $868K | Sell |
4,789
-370
| -7% | -$67.1K | 0.22% | 51 |
|
|
2014
Q1 | $993K | Sell |
5,159
-220
| -4% | -$42.3K | 0.26% | 50 |
|
|
2013
Q4 | $1.01M | Sell |
5,379
-694
| -11% | -$130K | 0.25% | 53 |
|
|
2013
Q3 | $1.12M | Sell |
6,073
-40
| -0.7% | -$7.4K | 0.32% | 54 |
|
|
2013
Q2 | $1.17M | Buy |
+6,113
| New | +$1.17M | 0.35% | 51 |
|