John G. Ullman & Associates’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 | $24.4M | Sell |
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|
2025
Q1 | $20.7M | Sell |
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|
2024
Q4 | $25.4M | Sell |
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|
2024
Q3 | $26.6M | Sell |
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|
2024
Q2 | $21M | Sell |
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|
2024
Q1 | $23.4M | Sell |
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|
2023
Q4 | $21.6M | Sell |
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|
2023
Q3 | $18.7M | Sell |
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|
2023
Q2 | $18.1M | Buy |
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|
2023
Q1 | $17.3M | Buy |
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|
2022
Q4 | $18.4M | Sell |
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|
2022
Q3 | $15.8M | Sell |
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|
2022
Q2 | $19.4M | Sell |
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|
2022
Q1 | $17.9M | Sell |
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|
2021
Q4 | $18.8M | Sell |
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|
2021
Q3 | $20.9M | Sell |
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|
2021
Q2 | $22.6M | Sell |
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|
2021
Q1 | $20.9M | Buy |
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|
2020
Q4 | $14.8M | Buy |
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|
2020
Q3 | $11.2M | Buy |
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|
2020
Q2 | $10.9M | Buy |
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|
2020
Q1 | $7.92M | Buy |
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|
2019
Q4 | $9.02M | Buy |
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|
2019
Q3 | $6.98M | Sell |
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|
2019
Q2 | $6.71M | Sell |
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|
2019
Q1 | $6.97M | Buy |
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|
2018
Q4 | $5M | Sell |
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|
2018
Q3 | $12.8M | Sell |
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|
2018
Q2 | $12.1M | Buy |
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|
2018
Q1 | $12.1M | Buy |
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|
2017
Q4 | $10.3M | Buy |
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|
2017
Q3 | $9.71M | Buy |
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|
2017
Q2 | $9.55M | Buy |
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|
2017
Q1 | $8.26M | Sell |
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|
2016
Q4 | $8.13M | Sell |
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|
2016
Q3 | $7.89M | Sell |
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|
2016
Q2 | $7.75M | Sell |
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|
2016
Q1 | $8.15M | Sell |
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|
2015
Q4 | $9.68M | Buy |
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|
2015
Q3 | $7.44M | Sell |
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|
2015
Q2 | $10.2M | Sell |
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|
2015
Q1 | $10.6M | Buy |
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|
2014
Q4 | $8.57M | Sell |
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|
2014
Q3 | $10.8M | Sell |
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|
2014
Q2 | $10.6M | Sell |
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|
2014
Q1 | $11.7M | Buy |
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|
2013
Q4 | $10.6M | Buy |
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|
2013
Q3 | $6.8M | Buy |
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|
2013
Q2 | $3M | Buy |
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