JCM
Janney Capital Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Sell |
60,662
-544
| -0.9% | -$160K | 1.15% | 18 |
|
|
2025
Q1 | $15.2M | Sell |
61,206
-24,123
| -28% | -$6M | 1.05% | 24 |
|
|
2024
Q4 | $18.8M | Sell |
85,329
-16,065
| -16% | -$3.53M | 1.24% | 16 |
|
|
2024
Q3 | $22.4M | Sell |
101,394
-1,100
| -1% | -$243K | 1.51% | 9 |
|
|
2024
Q2 | $17.7M | Sell |
102,494
-4,226
| -4% | -$731K | 1.25% | 15 |
|
|
2024
Q1 | $20.4M | Sell |
106,720
-3,725
| -3% | -$711K | 1.36% | 11 |
|
|
2023
Q4 | $18.1M | Sell |
110,445
-5,708
| -5% | -$934K | 1.21% | 20 |
|
|
2023
Q3 | $16.3M | Buy |
116,153
+1,987
| +2% | +$279K | 1.25% | 21 |
|
|
2023
Q2 | $15.3M | Buy |
114,166
+2,011
| +2% | +$269K | 1.06% | 28 |
|
|
2023
Q1 | $14.7M | Buy |
112,155
+2,153
| +2% | +$282K | 1.11% | 28 |
|
|
2022
Q4 | $15.5M | Buy |
110,002
+2,208
| +2% | +$311K | 1.11% | 26 |
|
|
2022
Q3 | $12.8M | Buy |
107,794
+1,077
| +1% | +$128K | 1.04% | 30 |
|
|
2022
Q2 | $15.1M | Buy |
106,717
+289
| +0.3% | +$40.8K | 1.21% | 26 |
|
|
2022
Q1 | $13.8M | Buy |
106,428
+6,366
| +6% | +$828K | 0.98% | 35 |
|
|
2021
Q4 | $13.4M | Sell |
100,062
-7,090
| -7% | -$948K | 0.87% | 39 |
|
|
2021
Q3 | $14.9M | Buy |
107,152
+22,554
| +27% | +$3.13M | 1% | 31 |
|
|
2021
Q2 | $12.4M | Sell |
84,598
-669
| -0.8% | -$98.1K | 0.79% | 46 |
|
|
2021
Q1 | $11.4M | Buy |
85,267
+79,066
| +1,275% | +$10.5M | 0.75% | 49 |
|
|
2020
Q4 | $781K | Buy |
6,201
+39
| +0.6% | +$4.91K | 0.05% | 121 |
|
|
2020
Q3 | $750K | Buy |
6,162
+440
| +8% | +$53.6K | 0.05% | 130 |
|
|
2020
Q2 | $691K | Buy |
5,722
+964
| +20% | +$116K | 0.05% | 127 |
|
|
2020
Q1 | $528K | Buy |
4,758
+855
| +22% | +$94.9K | 0.04% | 126 |
|
|
2019
Q4 | $523K | Buy |
3,903
+220
| +6% | +$29.5K | 0.03% | 144 |
|
|
2019
Q3 | $536K | Buy |
3,683
+1,437
| +64% | +$209K | 0.03% | 136 |
|
|
2019
Q2 | $310K | Buy |
2,246
+306
| +16% | +$42.2K | 0.02% | 163 |
|
|
2019
Q1 | $274K | Sell |
1,940
-241
| -11% | -$34K | 0.01% | 174 |
|
|
2018
Q4 | $248K | Buy |
2,181
+2
| +0.1% | +$227 | 0.01% | 177 |
|
|
2018
Q3 | $330K | Sell |
2,179
-9
| -0.4% | -$1.36K | 0.01% | 183 |
|
|
2018
Q2 | $306K | Sell |
2,188
-48
| -2% | -$6.71K | 0.01% | 180 |
|
|
2018
Q1 | $343K | Buy |
2,236
+176
| +9% | +$27K | 0.01% | 162 |
|
|
2017
Q4 | $316K | Sell |
2,060
-812
| -28% | -$125K | 0.01% | 181 |
|
|
2017
Q3 | $416K | Sell |
2,872
-106
| -4% | -$15.4K | 0.02% | 155 |
|
|
2017
Q2 | $458K | Sell |
2,978
-479
| -14% | -$73.7K | 0.02% | 122 |
|
|
2017
Q1 | $602K | Sell |
3,457
-1,611
| -32% | -$281K | 0.03% | 115 |
|
|
2016
Q4 | $841K | Sell |
5,068
-465
| -8% | -$77.2K | 0.04% | 111 |
|
|
2016
Q3 | $878K | Buy |
5,533
+27
| +0.5% | +$4.28K | 0.04% | 106 |
|
|
2016
Q2 | $835K | Sell |
5,506
-239
| -4% | -$36.2K | 0.04% | 105 |
|
|
2016
Q1 | $870K | Buy |
5,745
+11
| +0.2% | +$1.67K | 0.05% | 100 |
|
|
2015
Q4 | $789K | Sell |
5,734
-193
| -3% | -$26.6K | 0.03% | 130 |
|
|
2015
Q3 | $859K | Buy |
+5,927
| New | +$859K | 0.04% | 125 |
|
|
2015
Q2 | – | Sell |
-6,688
| Closed | -$1.07M | – | 112 |
|
|
2015
Q1 | $1.07M | Buy |
6,688
+146
| +2% | +$23.4K | 0.04% | 151 |
|
|
2014
Q4 | $1.05M | Sell |
6,542
-210
| -3% | -$33.7K | 0.06% | 123 |
|
|
2014
Q3 | $1.28M | Sell |
6,752
-490
| -7% | -$93K | 0.08% | 120 |
|
|
2014
Q2 | $1.31M | Buy |
7,242
+590
| +9% | +$107K | 0.08% | 120 |
|
|
2014
Q1 | $1.28M | Buy |
6,652
+81
| +1% | +$15.6K | 0.09% | 120 |
|
|
2013
Q4 | $1.23M | Sell |
6,571
-4
| -0.1% | -$751 | 0.09% | 115 |
|
|
2013
Q3 | $1.22M | Sell |
6,575
-2,888
| -31% | -$535K | 0.1% | 153 |
|
|
2013
Q2 | $1.81M | Buy |
+9,463
| New | +$1.81M | 0.18% | 107 |
|