JCM
Jacobi Capital Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.99M | Sell |
27,115
-494
| -2% | -$146K | 0.53% | 28 |
|
|
2025
Q1 | $6.87M | Buy |
27,609
+323
| +1% | +$80.3K | 0.51% | 30 |
|
|
2024
Q4 | $6M | Sell |
27,286
-172
| -0.6% | -$37.8K | 0.45% | 38 |
|
|
2024
Q3 | $6.07M | Buy |
27,458
+665
| +2% | +$147K | 0.46% | 38 |
|
|
2024
Q2 | $4.63M | Buy |
26,793
+367
| +1% | +$63.5K | 0.4% | 44 |
|
|
2024
Q1 | $5.05M | Sell |
26,426
-306
| -1% | -$58.4K | 0.47% | 35 |
|
|
2023
Q4 | $4.37M | Sell |
26,732
-29
| -0.1% | -$4.74K | 0.45% | 38 |
|
|
2023
Q3 | $3.75M | Buy |
26,761
+109
| +0.4% | +$15.3K | 0.42% | 41 |
|
|
2023
Q2 | $3.57M | Sell |
26,652
-271
| -1% | -$36.3K | 0.4% | 44 |
|
|
2023
Q1 | $3.53M | Buy |
26,923
+1,816
| +7% | +$238K | 0.42% | 45 |
|
|
2022
Q4 | $3.54M | Sell |
25,107
-217
| -0.9% | -$30.6K | 0.44% | 41 |
|
|
2022
Q3 | $3.01M | Buy |
25,324
+1,077
| +4% | +$128K | 0.41% | 44 |
|
|
2022
Q2 | $3.42M | Buy |
24,247
+93
| +0.4% | +$13.1K | 0.46% | 37 |
|
|
2022
Q1 | $3.14M | Buy |
24,154
+1,069
| +5% | +$139K | 0.38% | 44 |
|
|
2021
Q4 | $3.09M | Buy |
23,085
+1,934
| +9% | +$259K | 0.37% | 45 |
|
|
2021
Q3 | $2.94M | Buy |
21,151
+2,263
| +12% | +$314K | 0.37% | 45 |
|
|
2021
Q2 | $2.77M | Sell |
18,888
-147
| -0.8% | -$21.6K | 0.37% | 46 |
|
|
2021
Q1 | $2.54M | Buy |
19,035
+816
| +4% | +$109K | 0.37% | 47 |
|
|
2020
Q4 | $2.28M | Sell |
18,219
-1,179
| -6% | -$147K | 0.36% | 48 |
|
|
2020
Q3 | $2.33M | Buy |
19,398
+876
| +5% | +$105K | 0.41% | 42 |
|
|
2020
Q2 | $2.27M | Buy |
18,522
+1,554
| +9% | +$191K | 0.42% | 45 |
|
|
2020
Q1 | $1.91M | Buy |
16,968
+141
| +0.8% | +$15.9K | 0.41% | 48 |
|
|
2019
Q4 | $2.28M | Sell |
16,827
-368
| -2% | -$49.9K | 0.42% | 49 |
|
|
2019
Q3 | $2.46M | Buy |
17,195
+17
| +0.1% | +$2.43K | 0.49% | 36 |
|
|
2019
Q2 | $2.38M | Buy |
17,178
+6,156
| +56% | +$853K | 0.48% | 37 |
|
|
2019
Q1 | $1.56M | Sell |
11,022
-1,045
| -9% | -$147K | 0.4% | 41 |
|
|
2018
Q4 | $1.37M | Buy |
12,067
+4,931
| +69% | +$561K | 0.38% | 42 |
|
|
2018
Q3 | $1.08M | Sell |
7,136
-661
| -8% | -$99.9K | 0.29% | 54 |
|
|
2018
Q2 | $1.09M | Buy |
7,797
+1,618
| +26% | +$226K | 0.31% | 49 |
|
|
2018
Q1 | $927K | Buy |
6,179
+1,444
| +30% | +$217K | 0.28% | 52 |
|
|
2017
Q4 | $774K | Buy |
4,735
+107
| +2% | +$17.5K | 0.25% | 61 |
|
|
2017
Q3 | $682K | Buy |
4,628
+735
| +19% | +$108K | 0.23% | 63 |
|
|
2017
Q2 | $597K | Buy |
3,893
+247
| +7% | +$37.9K | 0.23% | 57 |
|
|
2017
Q1 | $630K | Buy |
3,646
+623
| +21% | +$108K | 0.32% | 52 |
|
|
2016
Q4 | $507K | Sell |
3,023
-693
| -19% | -$116K | 0.31% | 48 |
|
|
2016
Q3 | $581K | Sell |
3,716
-100
| -3% | -$15.6K | 0.27% | 48 |
|
|
2016
Q2 | $581K | Buy |
+3,816
| New | +$581K | 0.29% | 44 |
|