J.P. Marvel Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.81M | Buy |
23,102
+387
| +2% | +$114K | 1.1% | 25 |
|
|
2025
Q1 | $5.65M | Hold |
22,715
| – | – | 0.98% | 30 |
|
|
2024
Q4 | $4.99M | Sell |
22,715
-240
| -1% | -$52.8K | 0.82% | 32 |
|
|
2024
Q3 | $5.07M | Sell |
22,955
-100
| -0.4% | -$22.1K | 0.83% | 32 |
|
|
2024
Q2 | $3.99M | Hold |
23,055
| – | – | 0.65% | 41 |
|
|
2024
Q1 | $4.4M | Buy |
23,055
+3,200
| +16% | +$611K | 0.76% | 39 |
|
|
2023
Q4 | $3.25M | Sell |
19,855
-20
| -0.1% | -$3.27K | 0.64% | 39 |
|
|
2023
Q3 | $2.79M | Sell |
19,875
-130
| -0.6% | -$18.2K | 0.6% | 41 |
|
|
2023
Q2 | $2.68M | Sell |
20,005
-180
| -0.9% | -$24.1K | 0.56% | 44 |
|
|
2023
Q1 | $2.65M | Hold |
20,185
| – | – | 0.6% | 41 |
|
|
2022
Q4 | $2.84M | Hold |
20,185
| – | – | 0.67% | 40 |
|
|
2022
Q3 | $2.4M | Sell |
20,185
-160
| -0.8% | -$19K | 0.61% | 42 |
|
|
2022
Q2 | $2.87M | Sell |
20,345
-100
| -0.5% | -$14.1K | 0.69% | 39 |
|
|
2022
Q1 | $2.66M | Sell |
20,445
-1,105
| -5% | -$144K | 0.54% | 44 |
|
|
2021
Q4 | $2.88M | Sell |
21,550
-1,221
| -5% | -$163K | 0.56% | 40 |
|
|
2021
Q3 | $3.03M | Hold |
22,771
| – | – | 0.91% | 30 |
|
|
2021
Q2 | $3.19M | Buy |
22,771
+575
| +3% | +$80.6K | 0.68% | 40 |
|
|
2021
Q1 | $2.83M | Sell |
22,196
-377
| -2% | -$48K | 0.67% | 41 |
|
|
2020
Q4 | $2.72M | Buy |
22,573
+419
| +2% | +$50.4K | 0.7% | 40 |
|
|
2020
Q3 | $2.58M | Sell |
22,154
-94
| -0.4% | -$10.9K | 0.74% | 40 |
|
|
2020
Q2 | $2.57M | Hold |
22,248
| – | – | 0.81% | 39 |
|
|
2020
Q1 | $2.36M | Sell |
22,248
-2,103
| -9% | -$223K | 0.89% | 36 |
|
|
2019
Q4 | $3.12M | Sell |
24,351
-5,434
| -18% | -$696K | 0.9% | 41 |
|
|
2019
Q3 | $4.14M | Buy |
+29,785
| New | +$4.14M | 1.33% | 34 |
|
|
2019
Q1 | $3.93M | Hold |
29,128
| – | – | 1.27% | 35 |
|
|
2018
Q4 | $3.17M | Buy |
+29,128
| New | +$3.17M | 1.14% | 35 |
|
|
2018
Q2 | $3.89M | Sell |
29,133
-105
| -0.4% | -$14K | 1.19% | 37 |
|
|
2018
Q1 | $4.29M | Buy |
29,238
+63
| +0.2% | +$9.24K | 1.32% | 32 |
|
|
2017
Q4 | $4.28M | Buy |
29,175
+42
| +0.1% | +$6.16K | 1.3% | 35 |
|
|
2017
Q3 | $4.04M | Sell |
29,133
-113
| -0.4% | -$15.7K | 1.29% | 34 |
|
|
2017
Q2 | $4.3M | Sell |
29,246
-5
| -0% | -$735 | 1.42% | 32 |
|
|
2017
Q1 | $4.87M | Buy |
29,251
+1,660
| +6% | +$276K | 1.61% | 23 |
|
|
2016
Q4 | $4.38M | Buy |
27,591
+732
| +3% | +$116K | 1.5% | 28 |
|
|
2016
Q3 | $4.08M | Buy |
26,859
+8,804
| +49% | +$1.34M | 1.45% | 31 |
|
|
2016
Q2 | $2.62M | Sell |
18,055
-870
| -5% | -$126K | 0.92% | 41 |
|
|
2016
Q1 | $2.74M | Sell |
18,925
-141
| -0.7% | -$20.4K | 0.99% | 39 |
|
|
2015
Q4 | $2.51M | Buy |
+19,066
| New | +$2.51M | 0.87% | 41 |
|
|
2015
Q2 | $3.11M | Hold |
19,997
| – | – | 1.05% | 38 |
|
|
2015
Q1 | $3.07M | Hold |
19,997
| – | – | 1.04% | 38 |
|
|
2014
Q4 | $3.07M | Sell |
19,997
-5,942
| -23% | -$911K | 1.07% | 37 |
|
|
2014
Q3 | $4.71M | Sell |
25,939
-287
| -1% | -$52.1K | 1.7% | 22 |
|
|
2014
Q2 | $4.55M | Buy |
26,226
+3,394
| +15% | +$588K | 1.55% | 26 |
|
|
2014
Q1 | $4.2M | Buy |
22,832
+2,971
| +15% | +$547K | 1.48% | 26 |
|
|
2013
Q4 | $3.56M | Hold |
19,861
| – | – | 1.27% | 36 |
|
|
2013
Q3 | $3.52M | Sell |
19,861
-105
| -0.5% | -$18.6K | 1.36% | 30 |
|
|
2013
Q2 | $3.65M | Buy |
+19,966
| New | +$3.65M | 1.52% | 29 |
|