KP
Keel Point’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Buy |
15,845
+567
| +4% | +$167K | 0.31% | 58 |
|
|
2025
Q1 | $3.8M | Buy |
15,278
+1,053
| +7% | +$262K | 0.29% | 69 |
|
|
2024
Q4 | $3.13M | Buy |
14,225
+587
| +4% | +$129K | 0.25% | 73 |
|
|
2024
Q3 | $3.01M | Buy |
13,638
+620
| +5% | +$137K | 0.25% | 75 |
|
|
2024
Q2 | $2.49M | Sell |
13,018
-745
| -5% | -$142K | 0.22% | 77 |
|
|
2024
Q1 | $2.63M | Sell |
13,763
-934
| -6% | -$178K | 0.27% | 67 |
|
|
2023
Q4 | $2.4M | Buy |
14,697
+334
| +2% | +$54.6K | 0.29% | 69 |
|
|
2023
Q3 | $2.02M | Buy |
14,363
+371
| +3% | +$52.1K | 0.28% | 69 |
|
|
2023
Q2 | $1.87M | Buy |
13,992
+489
| +4% | +$65.4K | 0.25% | 72 |
|
|
2023
Q1 | $1.77M | Sell |
13,503
-487
| -3% | -$63.8K | 0.26% | 76 |
|
|
2022
Q4 | $1.97M | Buy |
13,990
+9,939
| +245% | +$1.4M | 0.31% | 69 |
|
|
2022
Q3 | $481K | Buy |
4,051
+118
| +3% | +$14K | 0.08% | 142 |
|
|
2022
Q2 | $517K | Buy |
3,933
+570
| +17% | +$74.9K | 0.08% | 138 |
|
|
2022
Q1 | $437K | Sell |
3,363
-142
| -4% | -$18.5K | 0.07% | 161 |
|
|
2021
Q4 | $468K | Buy |
3,505
+83
| +2% | +$11.1K | 0.05% | 153 |
|
|
2021
Q3 | $475K | Buy |
3,422
+85
| +3% | +$11.8K | 0.06% | 152 |
|
|
2021
Q2 | $489K | Sell |
3,337
-299
| -8% | -$43.8K | 0.05% | 152 |
|
|
2021
Q1 | $484K | Sell |
3,636
-546
| -13% | -$72.7K | 0.05% | 155 |
|
|
2020
Q4 | $526K | Sell |
4,182
-819
| -16% | -$103K | 0.05% | 149 |
|
|
2020
Q3 | $608K | Buy |
5,001
+368
| +8% | +$44.7K | 0.06% | 119 |
|
|
2020
Q2 | $560K | Sell |
4,633
-105
| -2% | -$12.7K | 0.06% | 115 |
|
|
2020
Q1 | $526K | Buy |
4,738
+857
| +22% | +$95.1K | 0.07% | 114 |
|
|
2019
Q4 | $520K | Sell |
3,881
-37
| -0.9% | -$4.96K | 0.06% | 114 |
|
|
2019
Q3 | $570K | Sell |
3,918
-31
| -0.8% | -$4.51K | 0.07% | 111 |
|
|
2019
Q2 | $545K | Sell |
3,949
-114
| -3% | -$15.7K | 0.06% | 118 |
|
|
2019
Q1 | $573K | Sell |
4,063
-3,423
| -46% | -$483K | 0.07% | 115 |
|
|
2018
Q4 | $851K | Sell |
7,486
-47
| -0.6% | -$5.34K | 0.12% | 66 |
|
|
2018
Q3 | $1.14M | Buy |
7,533
+213
| +3% | +$32.2K | 0.14% | 50 |
|
|
2018
Q2 | $1.02M | Buy |
7,320
+2,866
| +64% | +$401K | 0.14% | 54 |
|
|
2018
Q1 | $683K | Sell |
4,454
-392
| -8% | -$60.1K | 0.09% | 68 |
|
|
2017
Q4 | $744K | Sell |
4,846
-97
| -2% | -$14.9K | 0.1% | 72 |
|
|
2017
Q3 | $717K | Buy |
4,943
+104
| +2% | +$15.1K | 0.11% | 74 |
|
|
2017
Q2 | $744K | Buy |
4,839
+103
| +2% | +$15.8K | 0.15% | 66 |
|
|
2017
Q1 | $825K | Sell |
4,736
-178
| -4% | -$31K | 0.17% | 61 |
|
|
2016
Q4 | $816K | Buy |
4,914
+182
| +4% | +$30.2K | 0.18% | 58 |
|
|
2016
Q3 | $752K | Buy |
4,732
+2
| +0% | +$318 | 0.29% | 55 |
|
|
2016
Q2 | $718K | Buy |
4,730
+752
| +19% | +$114K | 0.31% | 58 |
|
|
2016
Q1 | $603K | Sell |
3,978
-69
| -2% | -$10.5K | 0.3% | 60 |
|
|
2015
Q4 | $557K | Buy |
4,047
+52
| +1% | +$7.16K | 0.3% | 68 |
|
|
2015
Q3 | $579K | Buy |
3,995
+67
| +2% | +$9.71K | 0.32% | 50 |
|
|
2015
Q2 | $656K | Buy |
3,928
+2
| +0.1% | +$334 | 0.31% | 48 |
|
|
2015
Q1 | $630K | Buy |
+3,926
| New | +$630K | 0.32% | 50 |
|