Ken Fisher’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.39M | Sell |
18,301
-2,729
| -13% | -$804K | ﹤0.01% | 469 |
|
|
2025
Q1 | $5.23M | Buy |
21,030
+2,738
| +15% | +$681K | ﹤0.01% | 485 |
|
|
2024
Q4 | $4.02M | Buy |
18,292
+2,872
| +19% | +$631K | ﹤0.01% | 517 |
|
|
2024
Q3 | $3.41M | Sell |
15,420
-2,197
| -12% | -$486K | ﹤0.01% | 520 |
|
|
2024
Q2 | $3.05M | Buy |
17,617
+27
| +0.2% | +$4.67K | ﹤0.01% | 537 |
|
|
2024
Q1 | $3.36M | Sell |
17,590
-296
| -2% | -$56.5K | ﹤0.01% | 533 |
|
|
2023
Q4 | $2.93M | Sell |
17,886
-1,031
| -5% | -$169K | ﹤0.01% | 549 |
|
|
2023
Q3 | $2.65M | Sell |
18,917
-3,080
| -14% | -$432K | ﹤0.01% | 593 |
|
|
2023
Q2 | $2.94M | Buy |
21,997
+4,133
| +23% | +$553K | ﹤0.01% | 606 |
|
|
2023
Q1 | $2.34M | Sell |
17,864
-5,641
| -24% | -$739K | ﹤0.01% | 634 |
|
|
2022
Q4 | $3.31M | Buy |
23,505
+677
| +3% | +$95.4K | ﹤0.01% | 577 |
|
|
2022
Q3 | $2.71M | Buy |
22,828
+2,217
| +11% | +$263K | ﹤0.01% | 527 |
|
|
2022
Q2 | $2.91M | Sell |
20,611
-2,310
| -10% | -$326K | ﹤0.01% | 482 |
|
|
2022
Q1 | $2.98M | Buy |
22,921
+2,859
| +14% | +$372K | ﹤0.01% | 499 |
|
|
2021
Q4 | $2.68M | Sell |
20,062
-8,843
| -31% | -$1.18M | ﹤0.01% | 525 |
|
|
2021
Q3 | $3.84M | Buy |
28,905
+13,411
| +87% | +$1.78M | ﹤0.01% | 456 |
|
|
2021
Q2 | $2.17M | Sell |
15,494
-1,417
| -8% | -$199K | ﹤0.01% | 520 |
|
|
2021
Q1 | $2.15M | Sell |
16,911
-2,831
| -14% | -$361K | ﹤0.01% | 521 |
|
|
2020
Q4 | $2.38M | Sell |
19,742
-1,650
| -8% | -$199K | ﹤0.01% | 497 |
|
|
2020
Q3 | $2.49M | Buy |
21,392
+3,169
| +17% | +$369K | ﹤0.01% | 463 |
|
|
2020
Q2 | $2.1M | Sell |
18,223
-1,176
| -6% | -$136K | ﹤0.01% | 481 |
|
|
2020
Q1 | $2.06M | Sell |
19,399
-1,295
| -6% | -$137K | ﹤0.01% | 441 |
|
|
2019
Q4 | $2.65M | Sell |
20,694
-976
| -5% | -$125K | ﹤0.01% | 455 |
|
|
2019
Q3 | $3.01M | Buy |
21,670
+395
| +2% | +$54.9K | ﹤0.01% | 491 |
|
|
2019
Q2 | $2.81M | Buy |
21,275
+1,160
| +6% | +$153K | ﹤0.01% | 497 |
|
|
2019
Q1 | $2.71M | Sell |
20,115
-1,855
| -8% | -$250K | ﹤0.01% | 486 |
|
|
2018
Q4 | $2.39M | Sell |
21,970
-3,270
| -13% | -$355K | ﹤0.01% | 502 |
|
|
2018
Q3 | $3.65M | Sell |
25,240
-681
| -3% | -$98.5K | ﹤0.01% | 458 |
|
|
2018
Q2 | $3.46M | Buy |
25,921
+1,724
| +7% | +$230K | ﹤0.01% | 480 |
|
|
2018
Q1 | $3.55M | Sell |
24,197
-942
| -4% | -$138K | ﹤0.01% | 467 |
|
|
2017
Q4 | $3.69M | Sell |
25,139
-2,518
| -9% | -$369K | ﹤0.01% | 457 |
|
|
2017
Q3 | $3.84M | Buy |
27,657
+4,615
| +20% | +$640K | 0.01% | 428 |
|
|
2017
Q2 | $3.39M | Buy |
23,042
+1,939
| +9% | +$285K | 0.01% | 419 |
|
|
2017
Q1 | $3.51M | Sell |
21,103
-656
| -3% | -$109K | 0.01% | 374 |
|
|
2016
Q4 | $3.45M | Sell |
21,759
-502
| -2% | -$79.7K | 0.01% | 377 |
|
|
2016
Q3 | $3.38M | Buy |
22,261
+594
| +3% | +$90.2K | 0.01% | 390 |
|
|
2016
Q2 | $3.22M | Sell |
21,667
-1,698
| -7% | -$252K | 0.01% | 410 |
|
|
2016
Q1 | $3.39M | Sell |
23,365
-2,917
| -11% | -$423K | 0.01% | 400 |
|
|
2015
Q4 | $3.46M | Sell |
26,282
-3,397
| -11% | -$447K | 0.01% | 399 |
|
|
2015
Q3 | $4.11M | Sell |
29,679
-1,616
| -5% | -$224K | 0.01% | 344 |
|
|
2015
Q2 | $4.87M | Sell |
31,295
-671
| -2% | -$104K | 0.01% | 345 |
|
|
2015
Q1 | $4.91M | Sell |
31,966
-5,696
| -15% | -$874K | 0.01% | 339 |
|
|
2014
Q4 | $5.78M | Sell |
37,662
-11,287
| -23% | -$1.73M | 0.01% | 326 |
|
|
2014
Q3 | $8.88M | Sell |
48,949
-58,852
| -55% | -$10.7M | 0.02% | 286 |
|
|
2014
Q2 | $18.7M | Sell |
107,801
-3,137,719
| -97% | -$544M | 0.04% | 222 |
|
|
2014
Q1 | $597M | Buy |
3,245,520
+39,793
| +1% | +$7.32M | 1.35% | 28 |
|
|
2013
Q4 | $575M | Sell |
3,205,727
-85,645
| -3% | -$15.4M | 1.3% | 29 |
|
|
2013
Q3 | $583M | Sell |
3,291,372
-472
| -0% | -$83.6K | 1.44% | 25 |
|
|
2013
Q2 | $601M | Buy |
+3,291,844
| New | +$601M | 1.56% | 18 |
|