J.W. Burns & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883K | Sell |
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|
2025
Q1 | $756K | Sell |
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|
2024
Q4 | $670K | Sell |
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|
2024
Q3 | $679K | Buy |
|
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|
2024
Q2 | $445K | Hold |
|
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|
2024
Q1 | $491K | Buy |
|
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|
2023
Q4 | $380K | Sell |
|
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|
2023
Q3 | $343K | Hold |
|
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|
2023
Q2 | $327K | Sell |
|
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|
2023
Q1 | $337K | Sell |
|
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|
2022
Q4 | $364K | Buy |
|
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|
2022
Q3 | $305K | Hold |
|
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|
2022
Q2 | $363K | Hold |
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|
2022
Q1 | $334K | Sell |
|
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|
2021
Q4 | $346K | Sell |
|
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|
2021
Q3 | $359K | Sell |
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|
2021
Q2 | $381K | Hold |
|
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|
2021
Q1 | $346K | Buy |
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|
2020
Q4 | $322K | Buy |
|
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|
2020
Q3 | $310K | Buy |
|
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|
2020
Q2 | $241K | Hold |
|
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|
2020
Q1 | $221K | Buy |
|
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|
2019
Q4 | $254K | Sell |
|
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|
2019
Q3 | $290K | Hold |
|
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|
2019
Q2 | $275K | Hold |
|
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|
2019
Q1 | $282K | Buy |
|
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|
2018
Q4 | $213K | Buy |
|
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|
2018
Q3 | $274K | Sell |
|
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|
2018
Q2 | $266K | Buy |
|
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|
2018
Q1 | $267K | Sell |
|
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|
2017
Q4 | $274K | Sell |
|
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|
2017
Q3 | $721K | Sell |
|
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|
2017
Q2 | $922K | Sell |
|
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|
2017
Q1 | $1.2M | Sell |
|
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|
2016
Q4 | $1.2M | Sell |
|
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|
2016
Q3 | $1.35M | Sell |
|
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|
2016
Q2 | $1.33M | Sell |
|
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|
2016
Q1 | $1.39M | Sell |
|
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|
2015
Q4 | $1.51M | Sell |
|
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|
2015
Q3 | $1.92M | Sell |
|
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|
2015
Q2 | $3.25M | Sell |
|
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|
2015
Q1 | $3.37M | Sell |
|
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|
2014
Q4 | $3.94M | Sell |
|
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|
2014
Q3 | $5.67M | Sell |
|
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|
2014
Q2 | $5.51M | Sell |
|
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|
2014
Q1 | $5.86M | Buy |
|
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|
2013
Q4 | $5.35M | Buy |
|
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|
2013
Q3 | $3.79M | Buy |
|
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|
2013
Q2 | $3.46M | Buy |
|