KCM Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
9,906
+701
| +8% | +$207K | 0.1% | 130 |
|
|
2025
Q1 | $2.29M | Buy |
9,205
+289
| +3% | +$71.9K | 0.08% | 144 |
|
|
2024
Q4 | $1.96M | Buy |
8,916
+189
| +2% | +$41.5K | 0.07% | 155 |
|
|
2024
Q3 | $1.93M | Buy |
8,727
+132
| +2% | +$29.2K | 0.07% | 162 |
|
|
2024
Q2 | $1.49M | Sell |
8,595
-12
| -0.1% | -$2.08K | 0.05% | 178 |
|
|
2024
Q1 | $1.64M | Sell |
8,607
-71
| -0.8% | -$13.6K | 0.06% | 175 |
|
|
2023
Q4 | $1.42M | Sell |
8,678
-111
| -1% | -$18.2K | 0.06% | 181 |
|
|
2023
Q3 | $1.23M | Sell |
8,789
-564
| -6% | -$79.1K | 0.05% | 190 |
|
|
2023
Q2 | $1.25M | Sell |
9,353
-5,967
| -39% | -$798K | 0.05% | 192 |
|
|
2023
Q1 | $2.01M | Buy |
15,320
+3,441
| +29% | +$451K | 0.08% | 159 |
|
|
2022
Q4 | $1.67M | Sell |
11,879
-429
| -3% | -$60.5K | 0.07% | 168 |
|
|
2022
Q3 | $1.46M | Buy |
12,308
+136
| +1% | +$16.2K | 0.07% | 171 |
|
|
2022
Q2 | $1.72M | Buy |
12,172
+1,369
| +13% | +$193K | 0.08% | 167 |
|
|
2022
Q1 | $1.41M | Sell |
10,803
-2,103
| -16% | -$274K | 0.05% | 191 |
|
|
2021
Q4 | $1.73M | Buy |
12,906
+505
| +4% | +$67.5K | 0.06% | 179 |
|
|
2021
Q3 | $1.65M | Sell |
12,401
-847
| -6% | -$112K | 0.07% | 175 |
|
|
2021
Q2 | $1.86M | Buy |
13,248
+709
| +6% | +$99.4K | 0.08% | 164 |
|
|
2021
Q1 | $1.6M | Buy |
12,539
+788
| +7% | +$100K | 0.07% | 169 |
|
|
2020
Q4 | $1.41M | Sell |
11,751
-462
| -4% | -$55.6K | 0.07% | 161 |
|
|
2020
Q3 | $1.42M | Sell |
12,213
-3,439
| -22% | -$400K | 0.08% | 149 |
|
|
2020
Q2 | $1.81M | Buy |
15,652
+592
| +4% | +$68.3K | 0.1% | 135 |
|
|
2020
Q1 | $1.6M | Buy |
15,060
+2,466
| +20% | +$262K | 0.11% | 123 |
|
|
2019
Q4 | $1.61M | Buy |
12,594
+731
| +6% | +$93.7K | 0.09% | 144 |
|
|
2019
Q3 | $1.65M | Sell |
11,863
-447
| -4% | -$62.1K | 0.1% | 138 |
|
|
2019
Q2 | $1.62M | Sell |
12,310
-477
| -4% | -$62.9K | 0.1% | 143 |
|
|
2019
Q1 | $1.73M | Sell |
12,787
-1,295
| -9% | -$175K | 0.11% | 136 |
|
|
2018
Q4 | $1.53M | Sell |
14,082
-1,061
| -7% | -$115K | 0.1% | 175 |
|
|
2018
Q3 | $2.19M | Sell |
15,143
-2,813
| -16% | -$407K | 0.13% | 147 |
|
|
2018
Q2 | $2.4M | Sell |
17,956
-2,836
| -14% | -$379K | 0.15% | 140 |
|
|
2018
Q1 | $3.05M | Sell |
20,792
-3,697
| -15% | -$542K | 0.19% | 123 |
|
|
2017
Q4 | $3.59M | Sell |
24,489
-711
| -3% | -$104K | 0.21% | 115 |
|
|
2017
Q3 | $3.5M | Sell |
25,200
-11
| -0% | -$1.53K | 0.21% | 115 |
|
|
2017
Q2 | $3.71M | Sell |
25,211
-1,226
| -5% | -$180K | 0.23% | 109 |
|
|
2017
Q1 | $4.4M | Sell |
26,437
-2,975
| -10% | -$495K | 0.28% | 96 |
|
|
2016
Q4 | $4.67M | Sell |
29,412
-2,263
| -7% | -$359K | 0.31% | 90 |
|
|
2016
Q3 | $4.81M | Sell |
31,675
-6,074
| -16% | -$922K | 0.33% | 87 |
|
|
2016
Q2 | $5.48M | Sell |
37,749
-722
| -2% | -$105K | 0.38% | 74 |
|
|
2016
Q1 | $5.57M | Sell |
38,471
-1,873
| -5% | -$271K | 0.41% | 70 |
|
|
2015
Q4 | $5.31M | Buy |
40,344
+1,353
| +3% | +$178K | 0.42% | 69 |
|
|
2015
Q3 | $5.4M | Sell |
38,991
-948
| -2% | -$131K | 0.45% | 63 |
|
|
2015
Q2 | $6.21M | Sell |
39,939
-4,098
| -9% | -$637K | 0.49% | 54 |
|
|
2015
Q1 | $6.76M | Sell |
44,037
-3,892
| -8% | -$597K | 0.54% | 50 |
|
|
2014
Q4 | $7.35M | Sell |
47,929
-3,841
| -7% | -$589K | 0.62% | 39 |
|
|
2014
Q3 | $9.4M | Buy |
51,770
+880
| +2% | +$160K | 0.86% | 19 |
|
|
2014
Q2 | $8.82M | Sell |
50,890
-1,516
| -3% | -$263K | 0.82% | 24 |
|
|
2014
Q1 | $9.64M | Buy |
52,406
+600
| +1% | +$110K | 1% | 16 |
|
|
2013
Q4 | $9.29M | Buy |
51,806
+1,184
| +2% | +$212K | 1.01% | 18 |
|
|
2013
Q3 | $8.96M | Sell |
50,622
-1,123
| -2% | -$199K | 1.07% | 16 |
|
|
2013
Q2 | $9.45M | Buy |
+51,745
| New | +$9.45M | 1.14% | 14 |
|