KS
Karpas Strategies’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $498K | Buy |
2,879
+5
| +0.2% | +$865 | 0.16% | 85 |
|
|
2024
Q1 | $549K | Buy |
2,874
+3
| +0.1% | +$573 | 0.17% | 79 |
|
|
2023
Q4 | $469K | Buy |
2,871
+5
| +0.2% | +$818 | 0.16% | 80 |
|
|
2023
Q3 | $402K | Buy |
2,866
+5
| +0.2% | +$702 | 0.15% | 83 |
|
|
2023
Q2 | $383K | Buy |
2,861
+5
| +0.2% | +$669 | 0.13% | 90 |
|
|
2023
Q1 | $374K | Buy |
2,856
+5
| +0.2% | +$656 | 0.13% | 92 |
|
|
2022
Q4 | $402K | Buy |
2,851
+5
| +0.2% | +$704 | 0.14% | 88 |
|
|
2022
Q3 | $338K | Buy |
2,846
+5
| +0.2% | +$594 | 0.13% | 91 |
|
|
2022
Q2 | $401K | Buy |
2,841
+5
| +0.2% | +$706 | 0.14% | 91 |
|
|
2022
Q1 | $369K | Sell |
2,836
-1
| -0% | -$130 | 0.12% | 94 |
|
|
2021
Q4 | $379K | Buy |
2,837
+22
| +0.8% | +$2.94K | 0.12% | 94 |
|
|
2021
Q3 | $355K | Hold |
2,815
| – | – | 0.12% | 94 |
|
|
2021
Q2 | $413K | Hold |
2,815
| – | – | 0.15% | 84 |
|
|
2021
Q1 | $375K | Hold |
2,815
| – | – | 0.14% | 85 |
|
|
2020
Q4 | $354K | Hold |
2,815
| – | – | 0.14% | 91 |
|
|
2020
Q3 | $343K | Hold |
2,815
| – | – | 0.16% | 88 |
|
|
2020
Q2 | $340K | Hold |
2,815
| – | – | 0.16% | 86 |
|
|
2020
Q1 | $312K | Hold |
2,815
| – | – | 0.17% | 84 |
|
|
2019
Q4 | $377K | Hold |
2,815
| – | – | 0.14% | 90 |
|
|
2019
Q3 | $409K | Hold |
2,815
| – | – | 0.17% | 83 |
|
|
2019
Q2 | $388K | Hold |
2,815
| – | – | 0.16% | 85 |
|
|
2019
Q1 | $397K | Hold |
2,815
| – | – | 0.17% | 85 |
|
|
2018
Q4 | $320K | Hold |
2,815
| – | – | 0.15% | 87 |
|
|
2018
Q3 | $426K | Hold |
2,815
| – | – | 0.18% | 83 |
|
|
2018
Q2 | $393K | Hold |
2,815
| – | – | 0.17% | 85 |
|
|
2018
Q1 | $432K | Hold |
2,815
| – | – | 0.19% | 79 |
|
|
2017
Q4 | $432K | Hold |
2,815
| – | – | 0.19% | 80 |
|
|
2017
Q3 | $408K | Hold |
2,815
| – | – | 0.18% | 85 |
|
|
2017
Q2 | $433K | Sell |
2,815
-50
| -2% | -$7.69K | 0.2% | 79 |
|
|
2017
Q1 | $499K | Hold |
2,865
| – | – | 0.23% | 75 |
|
|
2016
Q4 | $476K | Buy |
2,865
+400
| +16% | +$66.5K | 0.22% | 76 |
|
|
2016
Q3 | $392K | Hold |
2,465
| – | – | 0.19% | 81 |
|
|
2016
Q2 | $374K | Sell |
2,465
-398
| -14% | -$60.4K | 0.19% | 81 |
|
|
2016
Q1 | $434K | Hold |
2,863
| – | – | 0.23% | 77 |
|
|
2015
Q4 | $394K | Hold |
2,863
| – | – | 0.21% | 78 |
|
|
2015
Q3 | $415K | Hold |
2,863
| – | – | 0.23% | 78 |
|
|
2015
Q2 | $466K | Hold |
2,863
| – | – | 0.23% | 74 |
|
|
2015
Q1 | $460K | Hold |
2,863
| – | – | 0.22% | 80 |
|
|
2014
Q4 | $459K | Hold |
2,863
| – | – | 0.22% | 78 |
|
|
2014
Q3 | $543K | Hold |
2,863
| – | – | 0.27% | 71 |
|
|
2014
Q2 | $519K | Hold |
2,863
| – | – | 0.26% | 71 |
|
|
2014
Q1 | $551K | Hold |
2,863
| – | – | 0.29% | 67 |
|
|
2013
Q4 | $537K | Hold |
2,863
| – | – | 0.3% | 67 |
|
|
2013
Q3 | $530K | Hold |
2,863
| – | – | 0.31% | 64 |
|
|
2013
Q2 | $547K | Buy |
+2,863
| New | +$547K | 0.34% | 63 |
|