KCM
Kendall Capital Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
3,404
-20
| -0.6% | -$5.9K | 0.27% | 97 |
|
|
2025
Q1 | $851K | Hold |
3,424
| – | – | 0.25% | 106 |
|
|
2024
Q4 | $753K | Sell |
3,424
-125
| -4% | -$27.5K | 0.22% | 120 |
|
|
2024
Q3 | $785K | Buy |
3,549
+260
| +8% | +$57.5K | 0.24% | 115 |
|
|
2024
Q2 | $569K | Sell |
3,289
-25
| -0.8% | -$4.32K | 0.19% | 131 |
|
|
2024
Q1 | $633K | Sell |
3,314
-45
| -1% | -$8.59K | 0.22% | 125 |
|
|
2023
Q4 | $549K | Sell |
3,359
-294
| -8% | -$48.1K | 0.21% | 132 |
|
|
2023
Q3 | $513K | Hold |
3,653
| – | – | 0.23% | 124 |
|
|
2023
Q2 | $489K | Buy |
3,653
+348
| +11% | +$46.6K | 0.21% | 124 |
|
|
2023
Q1 | $433K | Buy |
3,305
+10
| +0.3% | +$1.31K | 0.21% | 125 |
|
|
2022
Q4 | $464K | Buy |
3,295
+120
| +4% | +$16.9K | 0.23% | 120 |
|
|
2022
Q3 | $377K | Sell |
3,175
-106
| -3% | -$12.6K | 0.22% | 122 |
|
|
2022
Q2 | $463K | Buy |
3,281
+26
| +0.8% | +$3.67K | 0.26% | 110 |
|
|
2022
Q1 | $423K | Sell |
3,255
-405
| -11% | -$52.6K | 0.2% | 117 |
|
|
2021
Q4 | $489K | Sell |
3,660
-625
| -15% | -$83.5K | 0.23% | 108 |
|
|
2021
Q3 | $595K | Sell |
4,285
-990
| -19% | -$137K | 0.32% | 91 |
|
|
2021
Q2 | $773K | Sell |
5,275
-515
| -9% | -$75.5K | 0.43% | 71 |
|
|
2021
Q1 | $772K | Sell |
5,790
-50
| -0.9% | -$6.67K | 0.48% | 67 |
|
|
2020
Q4 | $735K | Sell |
5,840
-135
| -2% | -$17K | 0.54% | 61 |
|
|
2020
Q3 | $727K | Sell |
5,975
-4,422
| -43% | -$538K | 0.63% | 56 |
|
|
2020
Q2 | $1.26M | Sell |
10,397
-440
| -4% | -$53.2K | 1.2% | 30 |
|
|
2020
Q1 | $1.2M | Buy |
10,837
+375
| +4% | +$41.6K | 1.36% | 22 |
|
|
2019
Q4 | $1.4M | Buy |
10,462
+1,582
| +18% | +$212K | 1.1% | 29 |
|
|
2019
Q3 | $1.29M | Buy |
8,880
+1,255
| +16% | +$182K | 1.14% | 28 |
|
|
2019
Q2 | $1.05M | Buy |
7,625
+2,680
| +54% | +$369K | 0.95% | 38 |
|
|
2019
Q1 | $698K | Buy |
4,945
+935
| +23% | +$132K | 0.66% | 53 |
|
|
2018
Q4 | $456K | Sell |
4,010
-836
| -17% | -$95.1K | 0.47% | 67 |
|
|
2018
Q3 | $733K | Buy |
4,846
+306
| +7% | +$46.3K | 0.62% | 60 |
|
|
2018
Q2 | $634K | Sell |
4,540
-152
| -3% | -$21.2K | 0.56% | 59 |
|
|
2018
Q1 | $720K | Buy |
4,692
+607
| +15% | +$93.1K | 0.62% | 57 |
|
|
2017
Q4 | $627K | Buy |
+4,085
| New | +$627K | 0.56% | 57 |
|